LDDR

LifeX 2035 Term Income ETF

6 hedge funds and large institutions have $246M invested in LifeX 2035 Term Income 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.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRHG
1
Stone Ridge Holdings Group
New York
$242M
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.76M +$1.76M +20,242 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$243K +2,786 +20%
BC
4
Barrett & Company
Rhode Island
$666K +$553K +6,345 +488%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$329K +$329K +3,777 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$218K -$391K -4,489 -64%
UBS Group
7
UBS Group
Switzerland
-$10.9K -123 Closed