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FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR

Overview Fund Activity

25 hedge funds and large institutions have $45.9M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
8
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.35M
2
LJAC
L.J. Altfest & Co
New York
$3.77M
3
JWCA
J.W. Cole Advisors
Florida
$4.51M
4
Osaic Holdings
Osaic Holdings
Arizona
$4.79M
5
KWM
Kingsview Wealth Management
Oregon
$1.22M

Top Sellers

1
Jane Street
Jane Street
New York
$832K
2
FHC
First Heartland Consultants
Missouri
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$816K
4
SMG
Smart Money Group
Texas
$7.87M
5
TI
Tidal Investments
Wisconsin
$665K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
26
First Heartland Consultants
Missouri
– -$2.46M -76,161 Closed
GS
27
GTS Securities
New York
– -$313K -9,709 Closed
Truist Financial
28
Truist Financial
North Carolina
– -$254K -7,886 Closed
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