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FolioBeyond Alternative Income and Interest Rate Hedge ETF

43 hedge funds and large institutions have $119M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIC
1
Family Investment Center
Missouri
$32.6M
RWP
2
Reliant Wealth Planning
Kentucky
$15.9M
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.88M
Truist Financial
4
Truist Financial
North Carolina
$7.29M
SMG
5
Smart Money Group
Texas
$5.31M
JWCA
6
J.W. Cole Advisors
Florida
$5.15M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.91M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.89M
OPOWM
9
One Plus One Wealth Management
Florida
$3.75M
HIA
10
Harbor Investment Advisory
Maryland
$3.55M
PWAM
11
Private Wealth Asset Management
Iowa
$3.54M
HWMG
12
Harbour Wealth Management Group
South Carolina
$3.41M
TI
13
Tidal Investments
Wisconsin
$3.08M
BFG
14
Berger Financial Group
Minnesota
$3.08M
3AM
15
3EDGE Asset Management
Florida
$2.69M
SA
16
Sanctuary Advisors
Indiana
$1.9M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.73M
Citadel Advisors
18
Citadel Advisors
Florida
$1.6M
KWM
19
Kingsview Wealth Management
Oregon
$1.42M
KAS
20
Kestra Advisory Services
Texas
$871K
FFN
21
Focus Financial Network
Minnesota
$807K
BWM
22
BlackDiamond Wealth Management
New York
$510K
BFA
23
Beaumont Financial Advisors
Massachusetts
$449K
EMAM
24
Encompass More Asset Management
California
$430K
MML Investors Services
25
MML Investors Services
Massachusetts
$387K