Who Owns FXED?
Sound Enhanced Fixed Income ETF — Institutional Ownership & 13F Holdings
$17.67
+0.01 (+0.03%)
Market Cap
$41.0M
Shares Outstanding
2,209,040
Institutional Holders
10
Total Inst. Value
$35.7M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
3
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $34.1M | 1,880,870 |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $616K | 33,976 |
| 3 | Atria Investments, Inc | $340K | 18,752 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $296K | 16,354 |
| 5 | JANE STREET GROUP, LLC | $184K | 10,126 |
| 6 | Farther Finance Advisors, LLC | $82K | 4,507 |
| 7 | UBS Group AG | $25K | 1,353 |
| 8 | DELTA ASSET MANAGEMENT LLC/TN | $8K | 430 |
| 9 | Kiker Wealth Management, LLCNew | $2K | 124 |
| 10 | MORGAN STANLEYNew | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sound Income Strategies, LLC | +33K | $34.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | +960 | $296K |
| UBS Group AG | +378 | $25K |
| Kiker Wealth Management, LLCNew | +124 | $2K |
| MORGAN STANLEYNew | +1 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -32K | $616K |
| JANE STREET GROUP, LLC | -15K | $184K |
| Atria Investments, Inc | -15K | $340K |
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Frequently Asked Questions
How many institutional investors hold FXED?
As of Q1 2025, 10 institutional investors report holding FXED (Sound Enhanced Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most FXED?
The largest institutional holder of FXED is Sound Income Strategies, LLC with $34.1M in shares.
Are institutions buying or selling FXED?
This quarter, 2 institutions opened new positions in FXED and 4 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.