RISR icon

FolioBeyond Alternative Income and Interest Rate Hedge ETF

25 hedge funds and large institutions have $50.9M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-11
Holders Change %
-30.56%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
12
Reduced
6
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
26
Delta Investment Management
California
-$4.69M -144,412 Closed
HCM
27
Howard Capital Management
Georgia
-$3.8M -117,017 Closed
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
-$2.83M -87,214 Closed
AWM
29
AE Wealth Management
Kansas
-$2.02M -62,356 Closed
OMC
30
Old Mission Capital
Illinois
-$1.59M -49,067 Closed
Jane Street
31
Jane Street
New York
-$1.34M -41,276 Closed
VWA
32
Visionary Wealth Advisors
Illinois
-$816K -25,149 Closed
Truist Financial
33
Truist Financial
North Carolina
-$734K -22,629 Closed
IAN
34
Integrated Advisors Network
Texas
-$548K -16,884 Closed
QA
35
Quantitative Advantage
Minnesota
-$402K -12,386 Closed
AWM
36
Axxcess Wealth Management
California
-$260K -8,000 Closed
G
37
GenTrust
Florida
-$260K -8,000 Closed
BWL
38
Bogart Wealth LLC
Virginia
-$54K -1,650 Closed
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
-$6K -200 Closed