We are live on ! Find out more
RISR icon

FolioBeyond Alternative Income and Interest Rate Hedge ETF

46 hedge funds and large institutions have $140M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $120M → $140M (+$20.4M)

8.23% more ownership

Funds ownership: 64.75%72.98% (+8.2%)

5% more funds holding

Funds holding: 4446 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
21
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIC
1
Family Investment Center
Missouri
$43.4M +$10.5M +292,936 +32%
RWP
2
Reliant Wealth Planning
Kentucky
$16.5M +$527K +14,657 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.71M +$3.78M +104,955 +97%
Truist Financial
4
Truist Financial
North Carolina
$7.68M +$363K +10,077 +5%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.12M +$7.07M +196,469 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.15M +$2.21M +61,522 +57%
SMG
7
Smart Money Group
Texas
$5.53M +$202K +5,615 +4%
HIA
8
Harbor Investment Advisory
Maryland
$5.47M +$1.9M +52,744 +54%
PWAM
9
Private Wealth Asset Management
Iowa
$5.31M +$1.76M +48,795 +50%
HWMG
10
Harbour Wealth Management Group
South Carolina
$3.95M +$530K +14,727 +16%
PFPG
11
Pinnacle Financial Partners (Georgia)
Georgia
$3.41M +$3.39M +94,157 New
FFA
12
Farther Finance Advisors
California
$3.29M +$3.26M +90,732 New
BFG
13
Berger Financial Group
Minnesota
$3.02M -$75.7K -2,104 -2%
TI
14
Tidal Investments
Wisconsin
$2.93M -$161K -4,462 -5%
3AM
15
3EDGE Asset Management
Florida
$2.78M +$84.9K +2,360 +3%
SA
16
Sanctuary Advisors
Indiana
$2.72M +$811K +22,536 +43%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.2M -$7.61M -211,470 -78%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.75M +$14.7K +408 +0.8%
KWM
19
Kingsview Wealth Management
Oregon
$1.43M -$3.02K -84 -0.2%
FFN
20
Focus Financial Network
Minnesota
$813K +$3.13K +87 +0.4%
Citadel Advisors
21
Citadel Advisors
Florida
$762K -$833K -23,151 -52%
KAS
22
Kestra Advisory Services
Texas
$746K -$126K -3,513 -15%
CAL
23
Capital Advisors Ltd
Ohio
$733K +$727K +20,214 +77,746%
BWM
24
BlackDiamond Wealth Management
New York
$526K +$13.4K +373 +3%
EMAM
25
Encompass More Asset Management
California
$443K +$11.9K +332 +3%