Rareview Dynamic Fixed Income ETF
RDFI
7 hedge funds and large institutions have $13.1M invested in Rareview Dynamic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $12.1M → $13.1M (+$991K)
2.09% more ownership
Funds ownership: 29.03% → 31.12% (+2.1%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$909K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$255K |
| 3 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$76K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$302K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$55.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $12.3M | +$909K | +39,356 | +8% |
|
|
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $504K | +$76K | +3,291 | +17% |
|
|
SMH
3
Sanders Morris Harris
Houston,
Texas
| $251K | +$255K | +11,025 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $23.8K | +$19.4K | +839 | +400% |
|
|
5
UBS Group
Zurich,
Switzerland
| $11.4K | -$55.7K | -2,412 | -83% |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $4.59K | – | – | – |
|
|
SWA
7
SOA Wealth Advisors
New York
| $4.29K | – | – | – |
|
|
8
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$302K | -13,432 | Closed |
|
RDFI Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q1 2023, worth a combined $13.1M — up 8.2% from $12.1M a quarter earlier.
Fund positioning in RDFI was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Belpointe Asset Management, adding an estimated $909K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $302K sold.
- 7 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $13.1M of Rareview Dynamic Fixed Income ETF stock for Q1 2023, up 8.2% quarter-over-quarter.
- 1 fund opened new Rareview Dynamic Fixed Income ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q1 2023 was Belpointe Asset Management, an estimated $909K added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q1 2023 was Cetera Investment Advisers, an estimated $302K sold.
Based on aggregated 13F filings for Q1 2023.