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FolioBeyond Alternative Income and Interest Rate Hedge ETF

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: 34 (+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: 4444 (0)

4.73% less ownership

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

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
13
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
-$257K -7,174 Closed
PS
52
Principal Securities
Iowa
-$37.7K -1,051 Closed
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
-$33K -910 Closed
NWMP
54
Noble Wealth Management PBC
Colorado
-$17.9K -500 Closed
ASN
55
Advisory Services Network
Georgia
-$7.53K -210 Closed
Jones Financial Companies
56
Jones Financial Companies
Missouri
-$3.75K -104 Closed