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FolioBeyond Alternative Income and Interest Rate Hedge ETF

38 hedge funds and large institutions have $72.1M 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, 16 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+4
Holders Change %
+11.76%
% 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
16
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
26
Fermata Advisors
California
$269K +$269K +7,404 New
MA
27
Mutual Advisors
Nebraska
$250K -$21.8K -592 -8%
AI
28
Atria Investments
North Carolina
$224K +$224K +6,160 New
MML Investors Services
29
MML Investors Services
Massachusetts
$220K -$18.6K -511 -8%
Morgan Stanley
30
Morgan Stanley
New York
$119K -$36 -1 -0%
AF
31
Allworth Financial
California
$92.2K +$14.7K +400 +19%
CA
32
CoreCap Advisors
Michigan
$52.5K
HIA
33
Harbor Investment Advisory
Maryland
$24.2K +$5.99K +165 +33%
Bank of America
34
Bank of America
North Carolina
$6.61K +$6.61K +182 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +128 New
HI
36
Harbour Investments
Wisconsin
$1.55K -$14K -389 -90%
CAM
37
Creekmur Asset Management
Illinois
$1.45K
SWM
38
Spire Wealth Management
Virginia
$526
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
-$7.59M -207,448 Closed
GVCM
40
Global View Capital Management
Wisconsin
-$1.32M -35,913 Closed
OMC
41
Old Mission Capital
Illinois
-$569K -15,545 Closed
UBS Group
42
UBS Group
Switzerland
-$18.6K -508 Closed
HCM
43
Hollencrest Capital Management
California
-$11K -300 Closed
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$10.8K -295 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$110 -3 Closed