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LDDR

LifeX 2035 Income Bucket ETF

5 hedge funds and large institutions have $247M invested in LifeX 2035 Income Bucket ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

98.81% more ownership

Funds ownership: 0%98.81% (+99%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
Reduced
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
$245M +$247M +2,773,635 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$1.26M +14,194 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$619K +$622K +6,997 New
BC
4
Barrett & Company
Rhode Island
$115K +$116K +1,300 New
UBS Group
5
UBS Group
Switzerland
$10.9K +$10.9K +123 New

LDDR Hedge Fund Activity: Q1 2025 in Review

5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LifeX 2035 Income Bucket ETF (LDDR) for Q1 2025, worth a combined $247M.

Buyers outnumbered sellers: 5 funds opened new LDDR positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Stone Ridge Holdings Group, opening a new position worth an estimated $247M.

  • 5 institutional investors held LifeX 2035 Income Bucket ETF (LDDR) as of Q1 2025, up from 0 in Q4 2024.
  • Funds reported $247M of LifeX 2035 Income Bucket ETF stock for Q1 2025.
  • 5 funds opened new LifeX 2035 Income Bucket ETF positions in Q1 2025 and 0 closed out, a net change of +5 holders.
  • The largest LifeX 2035 Income Bucket ETF buyer in Q1 2025 was Stone Ridge Holdings Group, an estimated $247M added.

Based on aggregated 13F filings for Q1 2025.