Who Owns DYFI?
IDX Dynamic Fixed Income ETF — Institutional Ownership & 13F Holdings
$22.88
+0.03 (+0.13%)
Market Cap
$36.6M
Shares Outstanding
1,586,346
Institutional Holders
17
Total Inst. Value
$25.2M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
5
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Compound Planning, Inc. | $10.8M | 468,606 |
| 2 | International Private Wealth Advisors LLCNew | $3.2M | 140,252 |
| 3 | Blueprint Investment Partners LLC | $3.2M | 139,462 |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.3M | 101,497 |
| 5 | WealthTrak Capital Management LLC | $1.9M | 80,160 |
| 6 | AXXCESS WEALTH MANAGEMENT, LLC | $1.6M | 71,189 |
| 7 | Encompass More Asset ManagementNew | $476K | 20,580 |
| 8 | Ashton Thomas Private Wealth, LLC | $434K | 18,805 |
| 9 | CITADEL ADVISORS LLC | $388K | 16,810 |
| 10 | GTS SECURITIES LLC | $256K | 11,073 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Compound Planning, Inc. | +75K | $10.8M |
| International Private Wealth Advisors LLCNew | +140K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | +5K | $2.3M |
| WealthTrak Capital Management LLC | +1K | $1.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | +1K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Blueprint Investment Partners LLC | -29K | $3.2M |
| GTS SECURITIES LLC | -26K | $256K |
| Atria Wealth Solutions, Inc. | -3K | $1K |
| CITADEL ADVISORS LLC | -2K | $388K |
| CoreCap Advisors, LLC | -833 | $94K |
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Frequently Asked Questions
How many institutional investors hold DYFI?
As of Q1 2025, 17 institutional investors report holding DYFI (IDX Dynamic Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most DYFI?
The largest institutional holder of DYFI is Compound Planning, Inc. with $10.8M in shares.
Are institutions buying or selling DYFI?
This quarter, 3 institutions opened new positions in DYFI and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.