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FolioBeyond Alternative Income and Interest Rate Hedge ETF
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Overview Fund Activity

30 hedge funds and large institutions have $36M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
8
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.79M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.44M
3
MWM
3
Mission Wealth Management
California
$624K
4
FIC
4
Family Investment Center
Missouri
$483K
5
KWM
5
Kingsview Wealth Management
Oregon
$1.29M

Top Sellers

1
SFA
1
Semmax Financial Advisors
North Carolina
$2.42M
2
JWCA
2
J.W. Cole Advisors
Florida
$5.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$119K
4
LJAC
4
L.J. Altfest & Co
New York
$2.24M
5
SMG
5
Smart Money Group
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
26
Impact Partnership Wealth
Georgia
$8.99K – – –
SWM
27
Spire Wealth Management
Virginia
$5.82K +$5.82K +176 New
UBS Group
28
UBS Group
Switzerland
$4.46K -$130K -3,931 -97%
CPA
29
Clear Point Advisors
New York
$76 – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$33 +$33 +1 New
KFS
31
Kaizen Financial Strategies
California
– -$222K -7,100 Closed
Cerity Partners
32
Cerity Partners
New York
– -$216K -6,885 Closed
AF
33
Advisornet Financial
Minnesota
– -$94 -3 Closed
1
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