Rareview Dynamic Fixed Income ETF
RDFI
RDFI
9 hedge funds and large institutions have $8.86M invested in Rareview Dynamic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GS
1
GTS Securities
New York
|
$214K |
| 2 |
IWN
2
Independent Wealth Network
Urbandale,
Iowa
|
$860K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$20.1K |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$3.72K |
| 5 |
5
Morgan Stanley
New York
|
$70 |
Top Sellers
| 1 |
BAM
1
Belpointe Asset Management
Reno,
Nevada
|
$7.4M |
| 2 |
SMH
2
Sanders Morris Harris
Houston,
Texas
|
$0 |
| 3 |
3
JPMorgan Chase & Co
New York
|
$0 |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$9.23K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $7.4M | 326,409 | -20,681 | -6% |
|
|
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $860K | 37,946 | +1,276 | +3% |
|
|
SAG
3
SageView Advisory Group
Newport Beach,
California
| – | – | – | – |
|
|
GS
4
GTS Securities
New York
| $214K | 9,446 | +9,446 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $20.1K | 886 | +886 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $9.23K | 407 | -23 | -5% |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $4.7K | 207 | – | – |
|
|
SWA
8
SOA Wealth Advisors
New York
| $4.29K | 189 | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $3.72K | 164 | +164 | New |
|
|
10
Morgan Stanley
New York
| $70 | 2 | +2 | New |
|
|
SMH
11
Sanders Morris Harris
Houston,
Texas
| – | – | -11,025 | Closed |
|
|
12
JPMorgan Chase & Co
New York
| – | – | -240 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|