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FolioBeyond Alternative Income and Interest Rate Hedge ETF

RISR

Market cap $282M

44 hedge funds and large institutions have $120M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New

Increased

Maintained

Reduced

Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $119M → $120M (+$726K)

0% more funds holding

Funds holding: 44 → 44 (0)

4.73% less ownership

Funds ownership: 69.48% → 64.75% (-4.7%)

Holders

Holders Change

–

Holders Change %

% of All Funds

0.54%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+33.33%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	OPOWM One Plus One Wealth Management Jupiter, Florida	+$3.74M
2	Citadel Advisors Miami, Florida	+$1.59M
3	FIC Family Investment Center Saint Joseph, Missouri	+$1.27M
4	HIA Harbor Investment Advisory Lutherville, Maryland	+$1.22M
5	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	+$1.12M

Top Sellers

1	JWCA J.W. Cole Advisors Tampa, Florida	-$3.32M
2	Jane Street New York	-$2.83M
3	SA Sanctuary Advisors Indianapolis, Indiana	-$2.68M
4	AI Atria Investments Charlotte, North Carolina	-$1.07M
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$975K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	LFAS 26 Level Four Advisory Services Dallas, Texas	$381K	+$1.04K	+29	+0.3%
27	27 Thrivent Financial for Lutherans Minneapolis, Minnesota	$280K	+$280K	+7,763	New
28	OBWG 28 Onyx Bridge Wealth Group Tarrytown, New York	$268K	–	–	–
29	AI 29 Atria Investments Charlotte, North Carolina	$262K	-$1.07M	-29,761	-80%
30	BAM 30 Belpointe Asset Management Reno, Nevada	$228K	+$227K	+6,317	New
31	QCA 31 Quantify Chaos Advisors Brooklyn, New York	$224K	+$223K	+6,199	New
32	SG 32 Sankala Group Lyons, Colorado	$180K	+$183K	+5,070	New
33	DF 33 Dunhill Financial London, United Kingdom	$124K	–	–	–
34	34 Morgan Stanley New York	$118K	–	–	–
35	CF 35 Centaurus Financial Anaheim, California	$104K	+$103K	+2,869	New
36	WETS 36 Wealth Enhancement Trust Services Sioux Falls, South Dakota	$80.6K	+$80.4K	+2,232	New
37	CA 37 CoreCap Advisors Southfield, Michigan	$66.1K	–	–	–
38	TAM 38 Tucker Asset Management Littleton, Colorado	$52.9K	+$13.9K	+386	+36%
39	39 Bank of Montreal Toronto, Ontario, Canada	$30.7K	–	–	–
40	TCM 40 Triumph Capital Management Denver, Colorado	$8.92K	+$8.89K	+247	New
41	41 UBS Group Zurich, Switzerland	$8.3K	+$8.28K	+230	New
42	CAL 42 Capital Advisors Ltd Shaker Heights, Ohio	$1K	-$760K	-21,112	-100%
43	SWM 43 Spire Wealth Management Mclean, Virginia	$523	–	–	–
44	44 Fidelity Investments Boston, Massachusetts	$253	+$216	+6	+600%
45	45 Wells Fargo San Francisco, California	$33	–	–	–
46	46 Jane Street New York	–	-$2.83M	-78,847	Closed
47	47 Susquehanna International Group Bala Cynwyd, Pennsylvania	–	-$975K	-27,214	Closed
48	48 Goldman Sachs New York	–	-$895K	-24,974	Closed
49	OMC 49 Old Mission Capital Chicago, Illinois	–	-$832K	-23,214	Closed
50	PAG 50 Private Advisor Group Morristown, New Jersey	–	-$341K	-9,523	Closed