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FolioBeyond Alternative Income and Interest Rate Hedge ETF

39 hedge funds and large institutions have $73.3M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

64% more capital invested

Capital invested by funds: $44.7M → $73.3M (+$28.6M)

15% more funds holding

Funds holding: 3439 (+5)

2.88% less ownership

Funds ownership: 58.43%55.55% (-2.9%)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$278K +$24.9K +678 +10%
FA
27
Fermata Advisors
California
$269K +$272K +7,404 New
MA
28
Mutual Advisors
Nebraska
$250K -$21.7K -592 -8%
AI
29
Atria Investments
North Carolina
$224K +$226K +6,160 New
MML Investors Services
30
MML Investors Services
Massachusetts
$220K -$18.7K -511 -8%
Morgan Stanley
31
Morgan Stanley
New York
$119K -$37 -1 -0%
AF
32
Allworth Financial
California
$92.2K +$14.7K +400 +19%
CA
33
CoreCap Advisors
Michigan
$52.5K
HIA
34
Harbor Investment Advisory
Maryland
$24.2K +$6.05K +165 +33%
Bank of America
35
Bank of America
North Carolina
$6.61K +$6.68K +182 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.7K +128 New
HI
37
Harbour Investments
Wisconsin
$1.55K -$14.3K -389 -90%
CAM
38
Creekmur Asset Management
Illinois
$1.45K
SWM
39
Spire Wealth Management
Virginia
$526
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
-$7.59M -207,448 Closed
GVCM
41
Global View Capital Management
Wisconsin
-$1.32M -35,913 Closed
OMC
42
Old Mission Capital
Illinois
-$569K -15,545 Closed
UBS Group
43
UBS Group
Switzerland
-$18.6K -508 Closed
HCM
44
Hollencrest Capital Management
California
-$11K -300 Closed
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$10.8K -295 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
-$110 -3 Closed

RISR Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q1 2025, worth a combined $73.3M — up 64% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RISR positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Family Investment Center, adding an estimated $20.6M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $7.59M sold.

  • 39 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q1 2025, up from 34 in Q4 2024.
  • Funds reported $73.3M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q1 2025, up 64% quarter-over-quarter.
  • 12 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q1 2025 was Family Investment Center, an estimated $20.6M added.
  • The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.59M sold.

Based on aggregated 13F filings for Q1 2025.