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Rareview Dynamic Fixed Income ETF
RDFI

Overview Fund Activity

13 hedge funds and large institutions have $23.7M invested in Rareview Dynamic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APA
1
Astoria Portfolio Advisors
New York
$1.32M
2
IWN
2
Independent Wealth Network
Iowa
$3.58M
3
LA
3
Latitude Advisors
Florida
$265K
4
PAG
4
Private Advisor Group
New Jersey
$228K
5
UBS Group
5
UBS Group
Switzerland
$165K

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
GS
2
GTS Securities
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.71M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$0
5
SG
5
StoneX Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$12.3M 516,296 -3,166 -0.6%
IWN
2
Independent Wealth Network
Iowa
$3.58M 150,266 +21,205 +16%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.09M 129,804 -431 -0.3%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.71M 114,791 -9,988 -8%
APA
5
Astoria Portfolio Advisors
New York
$1.32M 55,997 +35,817 +177%
LA
6
Latitude Advisors
Florida
$265K 11,142 +11,142 New
PAG
7
Private Advisor Group
New Jersey
$228K 9,558 +9,558 New
UBS Group
8
UBS Group
Switzerland
$165K 6,920 +6,920 New
AAS
9
Ameritas Advisory Services
Nebraska
$18.9K 791 +791 New
NWM
10
Nova Wealth Management
Florida
$13.2K 552 +552 New
BCWM
11
Bartlett & Co Wealth Management
Ohio
$238 10 -59 -86%
AWM
12
AE Wealth Management
Kansas
$119 5 -556 -99%
Morgan Stanley
13
Morgan Stanley
New York
$31 1 – –
CCFM
14
Clear Creek Financial Management
Washington
– – -50,226 Closed
GS
15
GTS Securities
New York
– – -21,067 Closed
IWC
16
Integrated Wealth Concepts
Massachusetts
– – -9,007 Closed
SG
17
StoneX Group
New York
– – -8,671 Closed