Rareview Dynamic Fixed Income ETF
RDFI
9 hedge funds and large institutions have $21.5M invested in Rareview Dynamic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, reducing their positions, and 0 closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
62% more capital invested
Capital invested by funds: $13.3M → $21.5M (+$8.27M)
7.6% more ownership
Funds ownership: 32.85% → 40.44% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.97M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.3M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.19M |
| 4 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$986K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$294K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $14.4M | +$1.3M | +53,642 | +10% |
|
|
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.1M | +$2.97M | +122,672 | New |
|
|
IWN
3
Independent Wealth Network
Urbandale,
Iowa
| $2.14M | +$986K | +40,784 | +93% |
|
|
CCFM
4
Clear Creek Financial Management
Silverdale,
Washington
| $1.25M | +$1.19M | +49,337 | New |
|
|
IWC
5
Integrated Wealth Concepts
Waltham,
Massachusetts
| $307K | +$294K | +12,166 | New |
|
|
GS
6
GTS Securities
New York
| $279K | +$32.2K | +1,331 | +14% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $72.8K | +$45K | +1,860 | +181% |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $5.45K | +$121 | +5 | +2% |
|
9
Morgan Stanley
New York
| $41 | +$24 | +1 | New |
|
RDFI Hedge Fund Activity: Q3 2024 in Review
9 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q3 2024, worth a combined $21.5M — up 62% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RDFI positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $2.97M.
- 9 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $21.5M of Rareview Dynamic Fixed Income ETF stock for Q3 2024, up 62% quarter-over-quarter.
- 4 funds opened new Rareview Dynamic Fixed Income ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q3 2024 was Wealthcare Advisory Partners, an estimated $2.97M added.
Based on aggregated 13F filings for Q3 2024.