Idx Dynamic Fixed Income ETFDYFIETF
13F holders, Q1 2025 (March 31)17holders −2
1new positions
3sold out
1famous investor
$23.10avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding Idx Dynamic Fixed Income ETF (DYFI) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Compound Planning, Inc. ($10.8M), International Private Wealth Advisors LLC ($3.2M) and Blueprint Investment Partners LLC ($3.2M). 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 (Q1 2025)
- CUSIP
- 26923N660
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $19K |
| Exits | 3 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 86,282 shares bought and 287,086 shares sold, net −200,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Compound Planning, Inc. | 0.49% | Add +19.1% | 468,606 | $10.8M |
| International Private Wealth Advisors LLC | 3.11% | Add +1.5% | 140,252 | $3.2M |
| Blueprint Investment Partners LLC | 0.59% | Reduce -17.4% | 139,462 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.8% | 101,497 | $2.3M |
| WealthTrak Capital Management LLC | 1.60% | Add +1.4% | 80,160 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Add +1.5% | 71,189 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -5.5% | 55,507 | $1.3M |
| Encompass More Asset Management | 0.14% | Reduce -5.8% | 20,580 | $476K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.6% | 18,805 | $434K |
| Citadel Advisors | 0.00% | Reduce -10.3% | 16,810 | $388K |
| GTS Securities LLC | 0.01% | Reduce -70.0% | 11,073 | $256K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,114 | $211K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,100 | $95K |
| CoreCap Advisors, LLC | 0.00% | Reduce -17.0% | 4,067 | $94K |
| Comerica Bank | 0.00% | No change | 3,604 | $83K |
| JPMorgan Chase & Co. | 0.00% | New | 811 | $19K |
| UBS Group AG | 0.00% | Reduce -28.5% | 364 | $8K |
"% 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.