FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
RISR
36 hedge funds and large institutions have $84.4M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+28
Holders Change %
+350%
% of All Funds
0.61%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
29
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M |
| 2 |
WP
2
WMS Partners
Towson,
Maryland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
26
Kingsview Wealth Management
Grants Pass,
Oregon
| $326K | +$326K | +10,050 | New |
|
|
WAM
27
Worth Asset Management
Dallas,
Texas
| $293K | +$151K | +4,670 | +107% |
|
|
G
28
GenTrust
Miami,
Florida
| $260K | +$260K | +8,000 | New |
|
|
AWM
29
Axxcess Wealth Management
Carlsbad,
California
| $260K | +$260K | +8,000 | New |
|
|
KFS
30
Kaizen Financial Strategies
Campbell,
California
| $253K | +$253K | +7,800 | New |
|
|
TCM
31
Triumph Capital Management
Denver,
Colorado
| $222K | +$222K | +6,858 | New |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $64.1K | +$40.9K | +1,260 | +176% |
|
|
BWL
33
Bogart Wealth LLC
Mclean,
Virginia
| $54K | +$54K | +1,650 | New |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$6K | +200 | New |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
WP
36
WMS Partners
Towson,
Maryland
| – | -$478K | -16,000 | Closed |
|