LDDR

LifeX 2035 Income Bucket ETF
LDDR

9 hedge funds and large institutions have $15.7M invested in LifeX 2035 Income Bucket ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

less ownership

Funds ownership: →

88% less capital invested

Capital invested by funds: $132M → $15.7M (-$117M)

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
+$1.72M
2
+$553K
3
+$233K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$69.2K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$36.9K

Top Sellers

1
-$117M
2
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$8.71M
Jane Street
2
Jane Street
New York
$1.71M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.46M
DFSCA
4
DEMMING FINANCIAL SERVICES CORP /ADV
Ohio
$1.25M
BC
5
Barrett & Company
Rhode Island
$1,000K
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$565K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$549K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$386K
WOSD
9
WFA of San Diego
California
$28.4K