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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.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$844K
2
+$505K
3
+$265K
4
PAG
Private Advisor Group
New Jersey
+$228K
5
UBS Group
UBS Group
Switzerland
+$165K

Top Sellers

1
-$1.19M
2
-$499K
3
-$213K
4
SG
StoneX Group
New York
-$205K
5
Osaic Holdings
Osaic Holdings
Arizona
-$76.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$12.3M
IWN
2
Independent Wealth Network
Iowa
$3.58M
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.09M
Osaic Holdings
4
Osaic Holdings
Arizona
$2.9M
APA
5
Astoria Portfolio Advisors
New York
$1.32M
LA
6
Latitude Advisors
Florida
$265K
PAG
7
Private Advisor Group
New Jersey
$228K
UBS Group
8
UBS Group
Switzerland
$165K
AAS
9
Ameritas Advisory Services
Nebraska
$18.9K
NWM
10
Nova Wealth Management
Florida
$13.2K
BCWM
11
Bartlett & Co Wealth Management
Ohio
$238
AWM
12
AE Wealth Management
Kansas
$119
Morgan Stanley
13
Morgan Stanley
New York
$31
CCFM
14
Clear Creek Financial Management
Washington
–
GS
15
GTS Securities
New York
–
IWC
16
Integrated Wealth Concepts
Massachusetts
–
SG
17
StoneX Group
New York
–