Rareview Dynamic Fixed Income ETF
RDFI
13 hedge funds and large institutions have $29M invested in Rareview Dynamic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
12% more capital invested
Capital invested by funds: $25.9M → $29M (+$3.17M)
8% more funds holding
Funds holding: 12 → 13 (+1)
4.19% more ownership
Funds ownership: 44.28% → 48.47% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$3.9M |
| 2 |
APA
Astoria Portfolio Advisors
New York
|
+$1.32M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$690K |
| 4 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$601K |
| 5 |
PWM
Puff Wealth Management
Haddonfield,
New Jersey
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$3.09M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.39M |
| 3 |
Morgan Stanley
New York
|
-$31K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$850 |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$407 |
RDFI Hedge Fund Activity: Q4 2025 in Review
13 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Rareview Dynamic Fixed Income ETF (RDFI) for Q4 2025, worth a combined $29M — up 12% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RDFI positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Belpointe Asset Management, adding an estimated $3.9M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $3.09M sold.
- 13 institutional investors held Rareview Dynamic Fixed Income ETF (RDFI) as of Q4 2025, up from 12 in Q3 2025.
- Funds reported $29M of Rareview Dynamic Fixed Income ETF stock for Q4 2025, up 12% quarter-over-quarter.
- 3 funds opened new Rareview Dynamic Fixed Income ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest Rareview Dynamic Fixed Income ETF buyer in Q4 2025 was Belpointe Asset Management, an estimated $3.9M added.
- The largest Rareview Dynamic Fixed Income ETF seller in Q4 2025 was Wealthcare Advisory Partners, an estimated $3.09M sold.
Based on aggregated 13F filings for Q4 2025.