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LDDR

LifeX 2035 Income Bucket ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more funds holding

Funds holding: 69 (+3)

47.21% less ownership

Funds ownership: 81.44%34.23% (-47%)

88% less capital invested

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

Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
3
Increased
4
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$8.71M -$117M -1,385,000 -93%
Jane Street
2
Jane Street
New York
$1.71M +$1.72M +20,339 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$36.9K +435 +3%
DFS
4
Demming Financial Services
Ohio
$1.25M +$1.26M +14,901 New
BC
5
Barrett & Company
Rhode Island
$1,000K +$233K +2,750 +30%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$565K -$1.6M -18,824 -74%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$549K +$553K +6,528 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$386K +$69.2K +816 +22%
WOSD
9
WFA of San Diego
California
$28.4K +$6.44K +76 +29%

LDDR Hedge Fund Activity: Q4 2025 in Review

9 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in LifeX 2035 Income Bucket ETF (LDDR) for Q4 2025, worth a combined $15.7M — down 88% from $132M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LDDR positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.72M. The largest seller was Stone Ridge Holdings Group, cutting an estimated $117M.

  • 9 institutional investors held LifeX 2035 Income Bucket ETF (LDDR) as of Q4 2025, up from 6 in Q3 2025.
  • Funds reported $15.7M of LifeX 2035 Income Bucket ETF stock for Q4 2025, down 88% quarter-over-quarter.
  • 3 funds opened new LifeX 2035 Income Bucket ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
  • The largest LifeX 2035 Income Bucket ETF buyer in Q4 2025 was Jane Street, an estimated $1.72M added.
  • The largest LifeX 2035 Income Bucket ETF seller in Q4 2025 was Stone Ridge Holdings Group, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2025.