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FolioBeyond Alternative Income and Interest Rate Hedge ETF

28 hedge funds and large institutions have $37.5M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$6.61K +$519 +15 +9%
UBS Group
27
UBS Group
Switzerland
$1.32K -$3.36K -97 -72%
CPA
28
Clear Point Advisors
New York
$81
Jane Street
29
Jane Street
New York
-$2.79M -84,480 Closed
LJAC
30
L.J. Altfest & Co
New York
-$2.24M -67,893 Closed
MWM
31
Mission Wealth Management
California
-$624K -18,866 Closed
OMC
32
Old Mission Capital
Illinois
-$348K -10,529 Closed
CA
33
CoreCap Advisors
Michigan
-$63.7K -1,926 Closed
IPW
34
Impact Partnership Wealth
Georgia
-$8.99K -272 Closed
Fidelity Investments
35
Fidelity Investments
Massachusetts
-$33 -1 Closed