FolioBeyond Alternative Income and Interest Rate Hedge ETFRISR
RISR
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
61% more capital invested
Capital invested by funds: $44.7M [Q4 2024] → $72.1M (+$27.4M) [Q1 2025]
12% more funds holding
Funds holding: 34 [Q4 2024] → 38 (+4) [Q1 2025]
3.76% less ownership
Funds ownership: 58.43% [Q4 2024] → 54.67% (-3.76%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for RISR.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
RISR: 17% CAGR. Great For Hedging, But Rate Risk Looms
RISR delivered exceptional returns (+77% since 2021) with negative duration, thanks to active management and a favorable rate environment. The fund uses quantitative strategies to navigate interest rate hiking scenarios, with strong exposure to the MBS and a -5/-10 negative duration. The management was able to deliver positive alpha in 2024 and is navigating well within the macro scenario of 2025.
Positive
Seeking Alpha
2 weeks ago
RISR: This High Yield ETF Thrives In Rising Rates
FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) has a 5.6% yield from interest-only MBS and an astonishing feat: negative duration. RISR has delivered stellar returns since inception, outperforming the Nasdaq 100 due to the recent rate hike cycle. RISR is still untested in falling rates, so it is best used as a hedge or a trading instrument, not as a standalone long-term holding.
Positive
Zacks Investment Research
4 months ago
ETF Strategies to Play Hot January Inflation
These ETF strategies may help you beat hot inflation.
Positive
ETF Trends
4 months ago
Money Market ETFs: New Ways to Reach for Yield in 2025
Stocks are holding firm near all-time highs. But Wall Street can't ignore the record amounts of cash still parked on the sidelines.
Neutral
Seeking Alpha
4 months ago
RISR: Alternative Income ETF, Negative Duration, Strong Performance Track-Record
RISR focuses on AAA-rated, interest-only mortgage-backed securities, offering a 5.6% yield. RISR's negative duration is somewhat unique and means the fund can be used as a portfolio hedge, or as a trading vehicle for hawkish traders. It has significantly outperformed since inception, almost entirely due to favorable timing.
Positive
ETF Trends
4 months ago
New Bond ETF From FolioBeyond Offers Active Options Overlay
On Thursday, FolioBeyond launched the FolioBeyond Enhanced Fixed Income Premium ETF (FIXP), the latest expansion to its ETF library. FIXP looks to generate yield for its investors, with a secondary objective of capital appreciation.
Neutral
GlobeNewsWire
4 months ago
FolioBeyond Launches FIXP ETF, Introducing Enhanced Fixed Income Strategies
NEW YORK, Jan. 23, 2025 (GLOBE NEWSWIRE) -- FolioBeyond is proud to announce the launch of the FolioBeyond Enhanced Fixed Income Premium ETF (FIXP), now trading on the New York Stock Exchange. Designed for fixed-income investors, FIXP offers an innovative approach combining dynamic fixed-income allocation with an option overlay strategy to enhance income potential.
Positive
Zacks Investment Research
5 months ago
Mortgage-Backed ETF (RISR) Hits New 52-Week High
For investors seeking momentum, FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on radar. The fund just hit a 52-week high and is up 15.8% from its 52-week low price of $31.22/share.
Positive
Seeking Alpha
10 months ago
Best-Performing Bond ETFs For 2024
2024 has been a tough year for most bond funds, as delayed rate hikes led to lower bond prices. Some bond ETFs have managed to outperform in spite of these tough conditions. These tend to focus on investments with low, sometimes negative, duration.
Positive
Seeking Alpha
11 months ago
Finding The Sweetspot Across The Yield Curve At 7-9% Yields
Many investors oversimplify the investment process with respect to duration by thinking about the concept on a single spectrum. They also focus overly on today's yield rather than considering reinvestment risk as well as capital gains consequences. We discuss two of these investment process shortcomings and highlight a number of attractive holdings in the context of the current market environment.
Charts implemented using Lightweight Charts™