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Anfield Dynamic Fixed Income
ADFI • BATS
Anfield Dynamic Fixed Income is an exchange-traded fund on BATS. As of Q3 2025, 15 institutional investors hold shares in this ETF, with total holdings valued at $47.3M. Foundations Investment Advisors, LLC is the largest holder with a position valued at $42.0M.
Overview
Overview of institutional ownership in ADFI as of Q3 2025
All Institutions
- Institutions
- 15
- Value Held
- $47.3M
- Shares Held
- 5.5M
- Avg Position
- $3.2M
- Median Position
- $188.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $110.2K
- Shares Held
- 12.8K
- Avg Position
- $110.2K
- Median Position
- $110.2K
Biggest Investors
Institutions with the largest positions in ADFI as of Q3 2025
| Institution | Position Value |
|---|---|
 Foundations Investment Advisors, LLC RIA/Wealth | $42.0M 0.62% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $1.9M 0.56% of portfolio |
 GeoWealth Management, LLC RIA/Wealth | $1.5M 0.05% of portfolio |
 Independent Advisor Alliance RIA/Wealth | $502.0K 0.01% of portfolio |
A AdvisorNet Financial, Inc Institution | $357.1K 0.02% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $262.4K 0.00% of portfolio |
T TCFG WEALTH MANAGEMENT, LLC Institution | $192.2K 0.08% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $188.7K 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $164.8K 0.00% of portfolio |
 SLT Holdings LLC RIA/Wealth | $112.9K 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ADFI in Q3 2025
- Traded
- −$2.7M
- Buyers
- 6
- Sellers
- 9
- Total Bought
- +$491.9K
- Total Sold
- −$3.2M
- Avg Position
- $3.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$262.4K +30.5K shares |
SLT Holdings LLC RIA/Wealth | +$112.9K +-175.5K shares |
F Fisher Asset Management, LLC Institution | +$97.0K +11.3K shares |
T TCFG WEALTH MANAGEMENT, LLC Institution | +$14.2K +1.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$4.5K +524.0 shares |
 UBS Group AG Institution | +$851.0 +-7.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Foundations Investment Advisors, LLC RIA/Wealth | −$2.6M −303.4K shares |
A AdvisorNet Financial, Inc Institution | −$266.9K −31.0K shares |
J JANE STREET GROUP, LLC Institution | −$131.7K −15.3K shares |
GeoWealth Management, LLC RIA/Wealth | −$124.0K −14.4K shares |
 AE Wealth Management LLC RIA/Wealth | −$11.3K −1.3K shares |
 MORGAN STANLEY RIA/Wealth | −$8.0K −942.0 shares |
Independent Advisor Alliance RIA/Wealth | −$3.0K −353.0 shares |
Anfield Capital Management, LLC Long Only Manager | −$3.0K −353.0 shares |
A ATRIA INVESTMENTS LLC Institution | −$799.8 −93.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ADFI in Q3 2025
- New Positions
- 2
- New Value
- $359.4K
- Exited Positions
- 1
- Exited Value
- $8.0K
New Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $262.4K 30.5K shares |
F Fisher Asset Management, LLC Institution | $97.0K 11.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MORGAN STANLEY RIA/Wealth | $8.0K 942.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ADFI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ADFI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Foundations Investment Advisors, LLC RIA/Wealth | 0.62% $42.0M |
Anfield Capital Management, LLC Long Only Manager | 0.56% $1.9M |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.08% $192.2K |
SLT Holdings LLC RIA/Wealth | 0.07% $112.9K |
GeoWealth Management, LLC RIA/Wealth | 0.05% $1.5M |
A AdvisorNet Financial, Inc Institution | 0.02% $357.1K |
Independent Advisor Alliance RIA/Wealth | 0.01% $502.0K |
A ATRIA INVESTMENTS LLC Institution | 0.00% $188.7K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $262.4K |
J JANE STREET GROUP, LLC Institution | 0.00% $164.8K |
Hedge Fund Spotlight
Discover hedge funds investing in ADFI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
A
Position in Anfield Dynamic Fixed Income
- Market Value
- $110.2K
- Shares Held
- 12.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
