Idx Dynamic Fixed Income ETFDYFIETF
13F holders, Q4 2024 (December 31)19holders +1
2new positions
2sold out
1famous investor
$23.28avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding Idx Dynamic Fixed Income ETF (DYFI) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Compound Planning, Inc. ($9.2M), Simplicity Wealth,LLC ($3.9M) and Blueprint Investment Partners LLC ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Idx Dynamic Fixed Income ETF
- Filed as
- ETF OPPORTUNITIES TRUST (Q4 2024)
- CUSIP
- 26923N660
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 2 | $617K |
All 13F filers, Q3 2024 → Q4 2024: 333,621 shares bought and 149,280 shares sold, net +184,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Compound Planning, Inc. | 0.46% | Add +54.9% | 393,443 | $9.2M |
| Simplicity Wealth,LLC | 0.82% | Add +19.2% | 168,777 | $3.9M |
| Blueprint Investment Partners LLC | 0.62% | Add +45.0% | 168,777 | $3.9M |
| International Private Wealth Advisors LLC | 3.20% | Reduce -6.7% | 138,176 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 96,881 | $2.3M |
| WealthTrak Capital Management LLC | 1.56% | — | 79,069 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -8.2% | 70,151 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -18.6% | 58,718 | $1.4M |
| Columbia Advisory Partners LLC | 1.21% | Reduce -3.5% | 55,713 | $1.3M |
| GTS Securities LLC | 0.04% | Add +40.4% | 36,964 | $861K |
| Encompass More Asset Management | 0.17% | Reduce -77.5% | 21,845 | $509K |
| Citadel Advisors | 0.00% | Add +16.8% | 18,744 | $436K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -38.9% | 17,318 | $403K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -13.5% | 9,114 | $212K |
| CoreCap Advisors, LLC | 0.01% | Reduce -44.9% | 4,900 | $114K |
| McIlrath & Eck, LLC | 0.01% | New | 4,100 | $95K |
| Comerica Bank | 0.00% | No change | 3,604 | $84K |
| UBS Group AG | 0.00% | Add +241.6% | 509 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2 | $47 |
"% of holder's portfolio" is DYFI's weight in each manager's 13F, not the share of Idx Dynamic Fixed Income ETF the manager owns.