Sound Enhanced Fixed Income ETF
FXED
12 hedge funds and large institutions have $37.4M invested in Sound Enhanced Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
4% more capital invested
Capital invested by funds: $35.9M → $37.4M (+$1.48M)
1.42% less ownership
Funds ownership: 87.34% → 85.91% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.82M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$140K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$132K |
| 4 |
Jane Street
New York
|
+$90.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$78.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$851K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$59.3K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.8K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$2.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $32.7M | -$851K | -46,071 | -2% |
|
|
KWM
2
Kingsview Wealth Management
Grants Pass,
Oregon
| $1.82M | +$1.82M | +98,525 | New |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $1.29M | +$53.8K | +2,911 | +4% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $505K | +$132K | +7,142 | +35% |
|
|
5
Jane Street
New York
| $441K | +$90.5K | +4,897 | +26% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $284K | -$18.8K | -1,020 | -6% |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $223K | +$140K | +7,599 | +169% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $141K | +$78.5K | +4,250 | +128% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
DAM
10
Delta Asset Management
Memphis,
Tennessee
| $7.94K | – | – | – |
|
11
AssetMark Inc
Concord,
California
| $3.38K | +$3.38K | +183 | New |
|
12
Morgan Stanley
New York
| $23 | +$18 | +1 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$59.3K | -3,282 | Closed |
|
|
GRP
14
Global Retirement Partners
San Rafael,
California
| – | -$2.35K | -130 | Closed |
|
FXED Hedge Fund Activity: Q3 2025 in Review
12 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Sound Enhanced Fixed Income ETF (FXED) for Q3 2025, worth a combined $37.4M — up 4.1% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FXED positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $1.82M. The largest seller was Sound Income Strategies, cutting an estimated $851K.
- 12 institutional investors held Sound Enhanced Fixed Income ETF (FXED) as of Q3 2025, up from 11 in Q2 2025.
- Funds reported $37.4M of Sound Enhanced Fixed Income ETF stock for Q3 2025, up 4.1% quarter-over-quarter.
- 3 funds opened new Sound Enhanced Fixed Income ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
- The largest Sound Enhanced Fixed Income ETF buyer in Q3 2025 was Kingsview Wealth Management, an estimated $1.82M added.
- The largest Sound Enhanced Fixed Income ETF seller in Q3 2025 was Sound Income Strategies, an estimated $851K sold.
Based on aggregated 13F filings for Q3 2025.