Rareview Dynamic Fixed Income ETF
RDFI
12 hedge funds and large institutions have $24M invested in Rareview Dynamic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.23% less ownership
Funds ownership: 43.72% → 43.49% (-0.23%)
4% less capital invested
Capital invested by funds: $25M → $24M (-$1M)
8% less funds holding
Funds holding: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$699K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$308K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$237K |
| 4 |
APA
Astoria Portfolio Advisors
New York
|
+$161K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$44.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$354K |
| 3 |
GS
GTS Securities
New York
|
-$301K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$53.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $12.3M | -$1.3M | -54,545 | -10% |
|
|
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.08M | +$308K | +12,963 | +11% |
|
|
IWN
3
Independent Wealth Network
Urbandale,
Iowa
| $3.05M | +$699K | +29,432 | +30% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $2.95M | +$237K | +9,988 | +9% |
|
|
CCFM
5
Clear Creek Financial Management
Silverdale,
Washington
| $1.19M | +$44.3K | +1,866 | +4% |
|
|
GS
6
GTS Securities
New York
| $499K | -$301K | -12,651 | -38% |
|
|
APA
7
Astoria Portfolio Advisors
New York
| $461K | +$161K | +6,762 | +50% |
|
|
IWC
8
Integrated Wealth Concepts
Waltham,
Massachusetts
| $213K | -$53.5K | -2,250 | -20% |
|
|
SG
9
StoneX Group
New York
| $205K | +$4.35K | +183 | +2% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $13.3K | +$13.2K | +556 | +11,120% |
|
|
BCWM
11
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.63K | +$1.64K | +69 | New |
|
12
Morgan Stanley
New York
| $27 | – | – | – |
|
|
FTUS
13
Flow Traders U.S.
New York
| – | -$354K | -14,969 | Closed |
|
RDFI Hedge Fund Activity: Q1 2025 in Review
12 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q1 2025, worth a combined $24M — down 4% from $25M a quarter earlier.
Fund positioning in RDFI was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Independent Wealth Network, adding an estimated $699K. The largest seller was Belpointe Asset Management, cutting an estimated $1.3M.
- 12 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q1 2025, down from 13 in Q4 2024.
- Funds reported $24M of Rareview Dynamic Fixed Income ETF stock for Q1 2025, down 4% quarter-over-quarter.
- 1 fund opened new Rareview Dynamic Fixed Income ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q1 2025 was Independent Wealth Network, an estimated $699K added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q1 2025 was Belpointe Asset Management, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2025.