Rareview Dynamic Fixed Income ETF
RDFI
7 hedge funds and large institutions have $12.1M invested in Rareview Dynamic Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $11.4M → $12.1M (+$733K)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.02% less ownership
Funds ownership: 29.05% → 29.03% (-0.02%)
13% less funds holding
Funds holding: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$976K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$64.5K |
| 3 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$59.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.48K |
| 5 |
SWA
SOA Wealth Advisors
New York
|
+$4.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$413K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $11.3M | +$976K | +44,055 | +10% |
|
|
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $425K | +$59.1K | +2,668 | +16% |
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $302K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $65.5K | +$64.5K | +2,912 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $4.73K | +$4.48K | +202 | +2,525% |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $4.66K | – | – | – |
|
|
SWA
7
SOA Wealth Advisors
New York
| $4.25K | +$4.19K | +189 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$413K | -18,791 | Closed |
|
|
SMH
9
Sanders Morris Harris
Houston,
Texas
| – | -$242K | -11,025 | Closed |
|
RDFI Hedge Fund Activity: Q4 2022 in Review
7 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q4 2022, worth a combined $12.1M — up 6.5% from $11.4M a quarter earlier.
Fund positioning in RDFI was balanced in Q4 2022: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Belpointe Asset Management, adding an estimated $976K. The largest seller was Citadel Advisors, exiting entirely with an estimated $413K sold.
- 7 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q4 2022, down from 8 in Q3 2022.
- Funds reported $12.1M of Rareview Dynamic Fixed Income ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
- 2 funds opened new Rareview Dynamic Fixed Income ETF positions in Q4 2022 and 2 closed out, a net change of 0 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q4 2022 was Belpointe Asset Management, an estimated $976K added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q4 2022 was Citadel Advisors, an estimated $413K sold.
Based on aggregated 13F filings for Q4 2022.