Rareview Dynamic Fixed Income ETF
RDFI
12 hedge funds and large institutions have $25.9M invested in Rareview Dynamic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
100% more capital inflows, than outflows
Capital inflows: $3.05M | Capital outflows: $1.53M
3.28% less ownership
Funds ownership: 47.56% → 44.28% (-3.3%)
14% less funds holding
Funds holding: 14 → 12 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$930K |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$586K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$539K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$483K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Belpointe Asset Management
Reno,
Nevada
|
-$1.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$165K |
| 3 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$64.3K |
| 4 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$18.9K |
| 5 |
BPI
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
-$14.5K |
RDFI Hedge Fund Activity: Q3 2025 in Review
12 of the 7,653 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q3 2025, worth a combined $25.9M — up 8.3% from $23.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of RDFI and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Independent Wealth Network, adding an estimated $930K. The largest seller was Belpointe Asset Management, cutting an estimated $1.25M.
- 12 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q3 2025, down from 14 in Q2 2025.
- Funds reported $25.9M of Rareview Dynamic Fixed Income ETF stock for Q3 2025, up 8.3% quarter-over-quarter.
- 2 funds opened new Rareview Dynamic Fixed Income ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q3 2025 was Independent Wealth Network, an estimated $930K added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q3 2025 was Belpointe Asset Management, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2025.