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BCKT

LifeX 2030 Income Bucket ETF

5 hedge funds and large institutions have $2.3M invested in LifeX 2030 Income Bucket ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 35 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

29% less capital invested

Capital invested by funds: $3.23M → $2.3M (-$931K)

75.36% less ownership

Funds ownership: 164.78%89.43% (-75%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$974K
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$557K -$1.38M -30,623 -71%
BC
3
Barrett & Company
Rhode Island
$461K +$290K +6,425 +161%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$303K +$309K +6,855 New
UBS Group
5
UBS Group
Switzerland
$44 +$45 +1 New

BCKT Hedge Fund Activity: Q1 2026 in Review

5 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in LifeX 2030 Income Bucket ETF (BCKT) for Q1 2026, worth a combined $2.3M — down 29% from $3.23M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BCKT positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $309K. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.38M.

  • 5 institutional investors held LifeX 2030 Income Bucket ETF (BCKT) as of Q1 2026, up from 3 in Q4 2025.
  • Funds reported $2.3M of LifeX 2030 Income Bucket ETF stock for Q1 2026, down 29% quarter-over-quarter.
  • 2 funds opened new LifeX 2030 Income Bucket ETF positions in Q1 2026 and 0 closed out, a net change of +2 holders.
  • The largest LifeX 2030 Income Bucket ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $309K added.
  • The largest LifeX 2030 Income Bucket ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2026.