We are live on ! Find out more
LFAO

LifeX 2055 Longevity Income ETF

4 hedge funds and large institutions have $4.1M invested in LifeX 2055 Longevity Income ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less funds holding

Funds holding: 54 (-1)

28% less capital invested

Capital invested by funds: $5.67M → $4.1M (-$1.56M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

321.81% less ownership

Funds ownership: 414.42%92.61% (-322%)

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.16M -$96.7K -566 -4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$977K -$990K -5,795 -50%
SRHG
3
Stone Ridge Holdings Group
New York
$961K
UBS Group
4
UBS Group
Switzerland
$9.27K
Jane Street
5
Jane Street
New York
-$416K -2,433 Closed

LFAO Hedge Fund Activity: Q4 2025 in Review

4 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in LifeX 2055 Longevity Income ETF (LFAO) for Q4 2025, worth a combined $4.1M — down 28% from $5.67M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of LFAO and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.

The largest seller was Carson Wealth (CWM LLC), cutting an estimated $990K.

  • 4 institutional investors held LifeX 2055 Longevity Income ETF (LFAO) as of Q4 2025, down from 5 in Q3 2025.
  • Funds reported $4.1M of LifeX 2055 Longevity Income ETF stock for Q4 2025, down 28% quarter-over-quarter.
  • 0 funds opened new LifeX 2055 Longevity Income ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
  • The largest LifeX 2055 Longevity Income ETF seller in Q4 2025 was Carson Wealth (CWM LLC), an estimated $990K sold.

Based on aggregated 13F filings for Q4 2025.