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LDDR

LifeX 2035 Income Bucket ETF
LDDR

6 hedge funds and large institutions have $132M invested in LifeX 2035 Income Bucket ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6 → 6 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

9.06% less ownership

Funds ownership: 90.5% → 81.44% (-9.1%)

46% less capital invested

Capital invested by funds: $246M → $132M (-$114M)

Holders
6
Holders Change
–
Holders Change %
0%
% 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
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$455K
2
BC
Barrett & Company
Rhode Island
+$129K
3
WOSD
WFA of San Diego
California
+$22.5K

Top Sellers

Rank Fund Capital Flow
1
SRHG
Stone Ridge Holdings Group
New York
-$110M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$218K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$7.47K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$128M -$110M -1,285,000 -46%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.19M +$455K +5,304 +26%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.45M -$7.47K -87 -0.5%
BC
4
Barrett & Company
Rhode Island
$784K +$129K +1,500 +20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$324K – – –
WOSD
6
WFA of San Diego
California
$22.5K +$22.5K +262 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
– -$218K -2,508 Closed

LDDR Hedge Fund Activity: Q3 2025 in Review

6 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in LifeX 2035 Income Bucket ETF (LDDR) for Q3 2025, worth a combined $132M — down 46% from $246M a quarter earlier.

Fund positioning in LDDR was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $455K. The largest seller was Stone Ridge Holdings Group, cutting an estimated $110M.

  • 6 institutional investors held LifeX 2035 Income Bucket ETF (LDDR) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $132M of LifeX 2035 Income Bucket ETF stock for Q3 2025, down 46% quarter-over-quarter.
  • 1 fund opened new LifeX 2035 Income Bucket ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
  • The largest LifeX 2035 Income Bucket ETF buyer in Q3 2025 was CAPTRUST Financial Advisors, an estimated $455K added.
  • The largest LifeX 2035 Income Bucket ETF seller in Q3 2025 was Stone Ridge Holdings Group, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2025.