IDX DYNAMIC FIXED INCOME ETF (DYFI) Institutional Ownership Changes & 13F Activity
IDX DYNAMIC FIXED INCOME ETF (DYFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Compound Planning, Inc., Faithward Advisors, Llc, Gts Securities Llc, Blueprint Financial Advisors Llc, and Blueprint Investment Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +2,485 | +6.3% | 41,716 | $949.65K | Q2 2026 | Aug 19, 2026 |
| Gts Securities Llc | Buy | +29,076 | — | 29,076 | $661.91K | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors Llc | Buy | +18,958 | +7.5% | 272,904 | $6.21M | Q2 2026 | Aug 14, 2026 |
| Palladiem, Llc | Buy | +29 | +0.0% | 255,139 | $5.81M | Q2 2026 | Aug 13, 2026 |
| Faithward Advisors, Llc | Buy | +30,915 | +3.6% | 901,650 | $20.53M | Q2 2026 | Aug 12, 2026 |
| International Private Wealth Advisors Llc | Sell | -2,154 | -2.5% | 82,668 | $1.88M | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | Buy | +69,159 | +16.2% | 496,108 | $11.29M | Q2 2026 | Aug 04, 2026 |
| Blueprint Investment Partners Llc | Buy | +18,958 | +7.5% | 272,904 | $6.21M | Q2 2026 | Aug 04, 2026 |
| Wealthtrak Capital Management Llc | Buy | +3,671 | +3.0% | 127,044 | $2.89M | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -7,996 | -29.0% | 19,592 | $446.01K | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Sell | -1,077 | -2.5% | 42,470 | $966.82K | Q2 2026 | Jul 28, 2026 |
| Atlas Wealth Partners, Llc | Sell | -400 | -2.4% | 16,050 | $365.37K | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, Llc | Sell | -2,575 | -23.9% | 8,186 | $186.35K | Q2 2026 | Jul 17, 2026 |
| Encompass More Asset Management | Sell | -1,097 | -6.3% | 16,388 | $373.07K | Q2 2026 | Jul 14, 2026 |
| Corecap Advisors, Llc | Buy | +4 | +0.5% | 780 | $17.76K | Q2 2026 | Jul 06, 2026 |
| Mcilrath & Eck, Llc | Sell | -4,100 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Susquehanna International Group, Llp | Sell | -12,903 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -389 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
Frequently asked questions about DYFI activity
Which institutional owners are buying DYFI?
Institutional owners buying DYFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DYFI activity?
"Buy" means an investor increased their reported position in DYFI compared to the prior reporting period. This reflects growing exposure to IDX DYNAMIC FIXED INCOME ETF (DYFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DYFI increasing?
Institutional interest in DYFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.