FolioBeyond Alternative Income and Interest Rate Hedge ETF
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.
2,800% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 1
1,894% more capital invested
Capital invested by funds: $4.24M → $84.4M (+$80.2M)
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
350% more funds holding
Funds holding: 8 → 36 (+28)
51.91% more ownership
Funds ownership: 13.99% → 65.9% (+52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$14.2M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$10.2M |
| 3 |
SMG
Smart Money Group
Eastland,
Texas
|
+$7.02M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.65M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.13M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
-$478K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
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% |
|
|
AWM
28
Axxcess Wealth Management
Carlsbad,
California
| $260K | +$259K | +8,000 | New |
|
|
G
29
GenTrust
Miami,
Florida
| $260K | +$259K | +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 | +$53.5K | +1,650 | New |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$6.49K | +200 | New |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
WP
36
WMS Partners
Towson,
Maryland
| – | -$478K | -16,000 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | +$32 | +1 | New |
|
RISR Hedge Fund Activity: Q2 2022 in Review
36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q2 2022, worth a combined $84.4M — up 1,894% from $4.24M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new RISR positions and 1 closed out — a net gain of 28 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Inspire Advisors, opening a new position worth an estimated $14.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.13M.
- 36 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q2 2022, up from 8 in Q1 2022.
- Funds reported $84.4M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q2 2022, up 1,894% quarter-over-quarter.
- 29 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q2 2022 and 1 closed out, a net change of +28 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q2 2022 was Inspire Advisors, an estimated $14.2M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2022.