FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
15% more funds holding
Funds holding: 26 → 30 (+4)
6.63% more ownership
Funds ownership: 60.61% → 67.24% (+6.6%)
5% more capital invested
Capital invested by funds: $34.4M → $36M (+$1.61M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$683K |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$623K |
| 4 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$482K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$1.14M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$891K |
| 3 |
Morgan Stanley
New York
|
-$721K |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$649K |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$307K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IPW
26
Impact Partnership Wealth
Marietta,
Georgia
| $8.99K | – | – | – |
|
|
SWM
27
Spire Wealth Management
Mclean,
Virginia
| $5.82K | +$5.81K | +176 | New |
|
28
UBS Group
Zurich,
Switzerland
| $4.46K | -$130K | -3,931 | -97% |
|
|
CPA
29
Clear Point Advisors
Melville,
New York
| $76 | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $33 | +$33 | +1 | New |
|
|
KFS
31
Kaizen Financial Strategies
Campbell,
California
| – | -$222K | -7,100 | Closed |
|
32
Cerity Partners
New York
| – | -$216K | -6,885 | Closed |
|
|
AF
33
Advisornet Financial
Minnetonka,
Minnesota
| – | -$94 | -3 | Closed |
|
RISR Hedge Fund Activity: Q1 2024 in Review
30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q1 2024, worth a combined $36M — up 4.7% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RISR positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $1.4M. The largest seller was Semmax Financial Advisors, cutting an estimated $1.14M.
- 30 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q1 2024, up from 26 in Q4 2023.
- Funds reported $36M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
- 7 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q1 2024 and 3 closed out, a net change of +4 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q1 2024 was Jane Street, an estimated $1.4M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q1 2024 was Semmax Financial Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2024.