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FolioBeyond Alternative Income and Interest Rate Hedge ETF

RISR

Market cap $282M

44 hedge funds and large institutions have $119M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New

Increased

Maintained

Reduced

Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more funds holding

Funds holding: 39 → 44 (+5)

6% more capital invested

Capital invested by funds: $112M → $119M (+$7.21M)

2.68% less ownership

Funds ownership: 72.16% → 69.48% (-2.7%)

Holders

Holders Change

Holders Change %

+12.82%

% of All Funds

0.58%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+50%

% of All Funds

0.04%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	RWP Reliant Wealth Planning Louisville, Kentucky	+$16.1M
2	Jane Street New York	+$2.89M
3	FIC Family Investment Center Saint Joseph, Missouri	+$2.62M
4	BFG Berger Financial Group Plymouth, Minnesota	+$2.22M
5	HIA Harbor Investment Advisory Lutherville, Maryland	+$2.2M

Top Sellers

1	AI Atria Investments Charlotte, North Carolina	-$7.41M
2	SA Sanctuary Advisors Indianapolis, Indiana	-$5.4M
3	IA Inspire Advisors Meridian, Idaho	-$1.22M
4	BAM Belpointe Asset Management Reno, Nevada	-$927K
5	Citadel Advisors Miami, Florida	-$880K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	BFA 26 Beaumont Financial Advisors Needham, Massachusetts	$445K	-$220K	-5,987	-33%
27	27 MML Investors Services Springfield, Massachusetts	$417K	+$105K	+2,870	+33%
28	LFAS 28 Level Four Advisory Services Dallas, Texas	$377K	+$39.1K	+1,067	+11%
29	PAG 29 Private Advisor Group Morristown, New Jersey	$341K	+$349K	+9,523	New
30	OBWG 30 Onyx Bridge Wealth Group Tarrytown, New York	$266K	–	–	–
31	MA 31 Mutual Advisors Omaha, Nebraska	$257K	+$7.99K	+218	+3%
32	32 Morgan Stanley New York	$117K	–	–	–
33	CA 33 CoreCap Advisors Southfield, Michigan	$65.6K	+$28.7K	+782	+75%
34	TAM 34 Tucker Asset Management Littleton, Colorado	$38.7K	+$39.6K	+1,079	New
35	PS 35 Principal Securities Des Moines, Iowa	$37.7K	+$9.2K	+251	+31%
36	36 Royal Bank of Canada Toronto, Ontario, Canada	$33K	+$33.4K	+910	New
37	37 Bank of Montreal Toronto, Ontario, Canada	$30.4K	-$9.9K	-270	-24%
38	NWMP 38 Noble Wealth Management PBC Greenwood Village, Colorado	$17.9K	+$18.3K	+500	New
39	ASN 39 Advisory Services Network Atlanta, Georgia	$7.53K	+$7.7K	+210	New
40	40 Jones Financial Companies Des Peres, Missouri	$3.75K	+$3.81K	+104	New
41	CAM 41 Creekmur Asset Management Morton, Illinois	$1.43K	–	–	–
42	SWM 42 Spire Wealth Management Mclean, Virginia	$519	–	–	–
43	43 Fidelity Investments Boston, Massachusetts	$36	+$37	+1	New
44	44 Wells Fargo San Francisco, California	$34	+$37	+1	New
45	IA 45 Inspire Advisors Meridian, Idaho	–	-$1.22M	-33,326	Closed
46	BAM 46 Belpointe Asset Management Reno, Nevada	–	-$927K	-25,345	Closed
47	47 Citadel Advisors Miami, Florida	–	-$880K	-24,069	Closed
48	EA 48 Ergawealth Advisors Oak Brook, Illinois	–	-$671K	-18,347	Closed
49	AF 49 Allworth Financial Folsom, California	–	-$80.5K	-2,200	Closed
50	50 Carson Wealth (CWM LLC) Omaha, Nebraska	–	-$15K	-409	Closed