Sound Enhanced Fixed Income ETF
FXED
12 hedge funds and large institutions have $36.3M invested in Sound Enhanced Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
4.22% less ownership
Funds ownership: 93.96% → 89.73% (-4.2%)
34% less capital inflows, than outflows
Capital inflows: $1.79M | Capital outflows: $2.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.18M |
| 2 |
Jane Street
New York
|
+$477K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$88.6K |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
+$23.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.16M |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.16M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$387K |
| 4 |
BWM
Bullock Wealth Management
Bloomington,
Indiana
|
-$19K |
FXED Hedge Fund Activity: Q4 2024 in Review
12 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sound Enhanced Fixed Income ETF (FXED) for Q4 2024, worth a combined $36.3M — down 7.9% from $39.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FXED positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $1.18M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.16M sold.
- 12 institutional investors held Sound Enhanced Fixed Income ETF (FXED) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $36.3M of Sound Enhanced Fixed Income ETF stock for Q4 2024, down 7.9% quarter-over-quarter.
- 5 funds opened new Sound Enhanced Fixed Income ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest Sound Enhanced Fixed Income ETF buyer in Q4 2024 was Sound Income Strategies, an estimated $1.18M added.
- The largest Sound Enhanced Fixed Income ETF seller in Q4 2024 was Brinker Capital Investments, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2024.