Sound Enhanced Fixed Income ETF
FXED
10 hedge funds and large institutions have $35.7M invested in Sound Enhanced Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $36.2M → $35.7M (-$545K)
1.27% less ownership
Funds ownership: 89.45% → 88.18% (-1.3%)
9% less funds holding
Funds holding: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$605K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.93K |
| 4 |
KWM
Kiker Wealth Management
Jasper,
Georgia
|
+$2.27K |
| 5 |
Morgan Stanley
New York
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$580K |
| 2 |
Jane Street
New York
|
-$279K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$268K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.2K |
| 5 |
SWA
SOA Wealth Advisors
New York
|
-$218 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $34.1M | +$605K | +32,989 | +2% |
|
|
IAIM
2
International Assets Investment Management
Orlando,
Florida
| $616K | -$580K | -31,594 | -48% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $340K | -$268K | -14,599 | -44% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $296K | +$17.6K | +960 | +6% |
|
|
5
Jane Street
New York
| $184K | -$279K | -15,204 | -60% |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $81.6K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $24.5K | +$6.93K | +378 | +39% |
|
|
DAM
8
Delta Asset Management
Memphis,
Tennessee
| $7.8K | – | – | – |
|
|
KWM
9
Kiker Wealth Management
Jasper,
Georgia
| $2.25K | +$2.27K | +124 | New |
|
|
10
Morgan Stanley
New York
| $22 | +$18 | +1 | New |
|
|
AWM
11
AE Wealth Management
Topeka,
Kansas
| – | -$22.2K | -1,225 | Closed |
|
|
SWA
12
SOA Wealth Advisors
New York
| – | -$218 | -12 | Closed |
|
FXED Hedge Fund Activity: Q1 2025 in Review
10 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sound Enhanced Fixed Income ETF (FXED) for Q1 2025, worth a combined $35.7M — down 1.5% from $36.2M a quarter earlier.
Fund positioning in FXED was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $605K. The largest seller was International Assets Investment Management, cutting an estimated $580K.
- 10 institutional investors held Sound Enhanced Fixed Income ETF (FXED) as of Q1 2025, down from 11 in Q4 2024.
- Funds reported $35.7M of Sound Enhanced Fixed Income ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
- 2 funds opened new Sound Enhanced Fixed Income ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Sound Enhanced Fixed Income ETF buyer in Q1 2025 was Sound Income Strategies, an estimated $605K added.
- The largest Sound Enhanced Fixed Income ETF seller in Q1 2025 was International Assets Investment Management, an estimated $580K sold.
Based on aggregated 13F filings for Q1 2025.