LifeX 2035 Income Bucket ETF
LDDR
6 hedge funds and large institutions have $246M invested in LifeX 2035 Income Bucket ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $247M → $246M (-$1.29M)
8.3% less ownership
Funds ownership: 98.81% → 90.5% (-8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.76M |
| 2 |
BC
Barrett & Company
Providence,
Rhode Island
|
+$552K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$328K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$390K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRHG
1
Stone Ridge Holdings Group
New York
| $242M | – | – | – |
|
|
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1.76M | +$1.76M | +20,242 | New |
|
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.48M | +$242K | +2,786 | +20% |
|
|
BC
4
Barrett & Company
Providence,
Rhode Island
| $666K | +$552K | +6,345 | +488% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $329K | +$328K | +3,777 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $218K | -$390K | -4,489 | -64% |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$10.9K | -123 | Closed |
|
LDDR Hedge Fund Activity: Q2 2025 in Review
6 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LifeX 2035 Income Bucket ETF (LDDR) for Q2 2025, worth a combined $246M — down 0.52% from $247M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LDDR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.76M. The largest seller was Susquehanna International Group, cutting an estimated $390K.
- 6 institutional investors held LifeX 2035 Income Bucket ETF (LDDR) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $246M of LifeX 2035 Income Bucket ETF stock for Q2 2025, down 0.52% quarter-over-quarter.
- 2 funds opened new LifeX 2035 Income Bucket ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest LifeX 2035 Income Bucket ETF buyer in Q2 2025 was CAPTRUST Financial Advisors, an estimated $1.76M added.
- The largest LifeX 2035 Income Bucket ETF seller in Q2 2025 was Susquehanna International Group, an estimated $390K sold.
Based on aggregated 13F filings for Q2 2025.