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Rareview Dynamic Fixed Income ETF
RDFI

13 hedge funds and large institutions have $23.9M invested in Rareview Dynamic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more funds holding

Funds holding: 12 → 13 (+1)

4.04% more ownership

Funds ownership: 43.49% → 47.53% (+4%)

0% less capital invested

Capital invested by funds: $24M → $23.9M (-$83.1K)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APA
Astoria Portfolio Advisors
New York
+$829K
2
IWN
Independent Wealth Network
Iowa
+$491K
3
LA
Latitude Advisors
Florida
+$258K
4
PAG
Private Advisor Group
New Jersey
+$221K
5
UBS Group
UBS Group
Switzerland
+$160K

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$1.19M
2
GS
GTS Securities
New York
-$499K
3
IWC
Integrated Wealth Concepts
Massachusetts
-$213K
4
SG
StoneX Group
New York
-$205K
5
Osaic Holdings
Osaic Holdings
Arizona
-$74K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$12.3M -$73.3K -3,166 -0.6%
IWN
2
Independent Wealth Network
Iowa
$3.58M +$491K +21,205 +16%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.09M -$9.97K -431 -0.3%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.9M -$74K -3,197 -3%
APA
5
Astoria Portfolio Advisors
New York
$1.32M +$829K +35,817 +177%
LA
6
Latitude Advisors
Florida
$265K +$258K +11,142 New
PAG
7
Private Advisor Group
New Jersey
$228K +$221K +9,558 New
UBS Group
8
UBS Group
Switzerland
$165K +$160K +6,920 New
AAS
9
Ameritas Advisory Services
Nebraska
$18.9K +$18.3K +791 New
NWM
10
Nova Wealth Management
Florida
$13.2K +$12.8K +552 New
BCWM
11
Bartlett & Co Wealth Management
Ohio
$238 -$1.36K -59 -86%
AWM
12
AE Wealth Management
Kansas
$119 -$12.9K -556 -99%
Morgan Stanley
13
Morgan Stanley
New York
$31 – – –
CCFM
14
Clear Creek Financial Management
Washington
– -$1.19M -50,226 Closed
GS
15
GTS Securities
New York
– -$499K -21,067 Closed
IWC
16
Integrated Wealth Concepts
Massachusetts
– -$213K -9,007 Closed
SG
17
StoneX Group
New York
– -$205K -8,671 Closed

RDFI Hedge Fund Activity: Q2 2025 in Review

13 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q2 2025, worth a combined $23.9M — down 0.35% from $24M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RDFI positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.

The largest buyer was Astoria Portfolio Advisors, adding an estimated $829K. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $1.19M sold.

  • 13 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q2 2025, up from 12 in Q1 2025.
  • Funds reported $23.9M of Rareview Dynamic Fixed Income ETF stock for Q2 2025, down 0.35% quarter-over-quarter.
  • 5 funds opened new Rareview Dynamic Fixed Income ETF positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest Rareview Dynamic Fixed Income ETF buyer in Q2 2025 was Astoria Portfolio Advisors, an estimated $829K added.
  • The largest Rareview Dynamic Fixed Income ETF seller in Q2 2025 was Clear Creek Financial Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2025.