Rareview Dynamic Fixed Income ETF
RDFI
13 hedge funds and large institutions have $25M invested in Rareview Dynamic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
44% more funds holding
Funds holding: 9 → 13 (+4)
16% more capital invested
Capital invested by funds: $21.5M → $25M (+$3.43M)
3.28% more ownership
Funds ownership: 40.44% → 43.72% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.71M |
| 2 |
GS
GTS Securities
New York
|
+$549K |
| 3 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$363K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$363K |
| 5 |
APA
Astoria Portfolio Advisors
New York
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$131K |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$23.7K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $14M | +$88.5K | +3,655 | +0.6% |
|
|
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2.77M | -$131K | -5,400 | -4% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $2.71M | +$2.71M | +111,905 | +3,878% |
|
|
IWN
4
Independent Wealth Network
Urbandale,
Iowa
| $2.35M | +$363K | +14,979 | +18% |
|
|
CCFM
5
Clear Creek Financial Management
Silverdale,
Washington
| $1.14M | -$23.7K | -977 | -2% |
|
|
GS
6
GTS Securities
New York
| $797K | +$549K | +22,647 | +205% |
|
|
FTUS
7
Flow Traders U.S.
New York
| $354K | +$363K | +14,969 | New |
|
|
APA
8
Astoria Portfolio Advisors
New York
| $314K | +$325K | +13,418 | New |
|
|
IWC
9
Integrated Wealth Concepts
Waltham,
Massachusetts
| $266K | -$22K | -909 | -7% |
|
|
SG
10
StoneX Group
New York
| $201K | +$206K | +8,488 | New |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $5.2K | +$97 | +4 | +2% |
|
|
AWM
12
AE Wealth Management
Topeka,
Kansas
| $118 | +$121 | +5 | New |
|
13
Morgan Stanley
New York
| $25 | – | – | – |
|
RDFI Hedge Fund Activity: Q4 2024 in Review
13 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q4 2024, worth a combined $25M — up 16% from $21.5M 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 3 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.71M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $131K.
- 13 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $25M of Rareview Dynamic Fixed Income ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 4 funds opened new Rareview Dynamic Fixed Income ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q4 2024 was Osaic Holdings, an estimated $2.71M added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q4 2024 was Wealthcare Advisory Partners, an estimated $131K sold.
Based on aggregated 13F filings for Q4 2024.