Rareview Dynamic Fixed Income ETF
RDFI
5 hedge funds and large institutions have $13.3M invested in Rareview Dynamic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
20% more capital invested
Capital invested by funds: $11M → $13.3M (+$2.24M)
2.73% more ownership
Funds ownership: 30.12% → 32.85% (+2.7%)
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.41M |
| 2 |
GS
GTS Securities
New York
|
+$222K |
| 3 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$131K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$91 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$530K |
| 2 |
SWA
SOA Wealth Advisors
New York
|
-$4.41K |
| 3 |
Morgan Stanley
New York
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $12M | +$2.41M | +106,106 | +26% |
|
|
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $1.02M | +$131K | +5,776 | +15% |
|
|
GS
3
GTS Securities
New York
| $226K | +$222K | +9,740 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $23.8K | – | – | – |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $4.91K | +$91 | +4 | +2% |
|
|
IWC
6
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$530K | -22,738 | Closed |
|
|
SWA
7
SOA Wealth Advisors
New York
| – | -$4.41K | -189 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$27 | -1 | Closed |
|
RDFI Hedge Fund Activity: Q2 2024 in Review
5 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q2 2024, worth a combined $13.3M — up 20% from $11M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RDFI and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Belpointe Asset Management, adding an estimated $2.41M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $530K sold.
- 5 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q2 2024, down from 7 in Q1 2024.
- Funds reported $13.3M of Rareview Dynamic Fixed Income ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 1 fund opened new Rareview Dynamic Fixed Income ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q2 2024 was Belpointe Asset Management, an estimated $2.41M added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $530K sold.
Based on aggregated 13F filings for Q2 2024.