LDDR

LifeX 2035 Income Bucket ETF
LDDR

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

1% less capital invested

Capital invested by funds: $247M → $246M (-$1.29M)

8.3% less ownership

Funds ownership: 98.81% → 90.5% (-8.3%)

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.76M
2
+$553K
3
+$329K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$243K

Top Sellers

1
-$391K
2
-$10.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$242M
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.76M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.48M
BC
4
Barrett & Company
Rhode Island
$666K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$329K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$218K
UBS Group
7
UBS Group
Switzerland
–