Rareview Dynamic Fixed Income ETF
RDFI
7 hedge funds and large institutions have $9.33M invested in Rareview Dynamic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
7% less ownership
Funds ownership: 31.12% → 24.12% (-7%)
29% less capital invested
Capital invested by funds: $13.1M → $9.33M (-$3.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$293K |
| 2 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$4.12M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $8.01M | -$4.12M | -184,246 | -34% |
|
|
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $740K | +$240K | +10,724 | +48% |
|
|
3
Jane Street
New York
| $295K | +$293K | +13,131 | New |
|
|
SMH
4
Sanders Morris Harris
Houston,
Texas
| $248K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $23.6K | – | – | – |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $4.66K | – | – | – |
|
|
SWA
7
SOA Wealth Advisors
New York
| $4.25K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$11.4K | -500 | Closed |
|
RDFI Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q2 2023, worth a combined $9.33M — down 29% from $13.1M a quarter earlier.
Fund positioning in RDFI was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $293K. The largest seller was Belpointe Asset Management, cutting an estimated $4.12M.
- 7 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $9.33M of Rareview Dynamic Fixed Income ETF stock for Q2 2023, down 29% quarter-over-quarter.
- 1 fund opened new Rareview Dynamic Fixed Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q2 2023 was Jane Street, an estimated $293K added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q2 2023 was Belpointe Asset Management, an estimated $4.12M sold.
Based on aggregated 13F filings for Q2 2023.