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LDDR

LifeX 2035 Income Bucket ETF
LDDR

9 hedge funds and large institutions have $16.1M invested in LifeX 2035 Income Bucket ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

2.72% more ownership

Funds ownership: 34.23% → 36.95% (+2.7%)

3% more capital invested

Capital invested by funds: $15.7M → $16.1M (+$461K)

0% more funds holding

Funds holding: 9 → 9 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.45M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$872K
3
BC
Barrett & Company
Rhode Island
+$318K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.04K
5
WOSD
WFA of San Diego
California
+$2.23K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.35M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$8.46M – – –
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.98M +$1.45M +17,559 +261%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.42M +$5.04K +61 +0.4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.39M +$872K +10,553 +162%
BC
5
Barrett & Company
Rhode Island
$1.29M +$318K +3,851 +32%
DFS
6
Demming Financial Services
Ohio
$1.22M – – –
Jane Street
7
Jane Street
New York
$326K -$1.35M -16,349 -80%
WOSD
8
WFA of San Diego
California
$29.8K +$2.23K +27 +8%
UBS Group
9
UBS Group
Switzerland
$1.14K +$1.16K +14 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
– -$386K -4,593 Closed

LDDR Hedge Fund Activity: Q1 2026 in Review

9 of the 8,143 institutional investors tracked by Wall St. Rank reported a position in LifeX 2035 Income Bucket ETF (LDDR) for Q1 2026, worth a combined $16.1M — up 2.9% from $15.7M a quarter earlier.

Fund positioning in LDDR was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $1.45M. The largest seller was Jane Street, cutting an estimated $1.35M.

  • 9 institutional investors held LifeX 2035 Income Bucket ETF (LDDR) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $16.1M of LifeX 2035 Income Bucket ETF stock for Q1 2026, up 2.9% quarter-over-quarter.
  • 1 fund opened new LifeX 2035 Income Bucket ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
  • The largest LifeX 2035 Income Bucket ETF buyer in Q1 2026 was CAPTRUST Financial Advisors, an estimated $1.45M added.
  • The largest LifeX 2035 Income Bucket ETF seller in Q1 2026 was Jane Street, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2026.