Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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English
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繁體中文
SageView Advisory Group’s
Rareview Dynamic Fixed Income ETF
RDFI
Stock Holding History
SageView Advisory Group’s Portfolio
RDFI Stock Details
RDFI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Hold
0
–
–
–
475
Other funds holding RDFI
Belpointe Asset Management
Reno, Nevada
$3.06B AUM
23.82%
1-Year Est. Return
IWN
Independent Wealth Network
Urbandale, Iowa
$397M AUM
20.36%
1-Year Est. Return
GTS Securities
Miami, Florida
$4.75B AUM
41.97%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$85.1B AUM
27.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Global Retirement Partners
San Rafael, California
$6.54B AUM
SOA Wealth Advisors
New York
$595M AUM
25.98%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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