FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
8 hedge funds and large institutions have $4.24M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
359% more capital invested
Capital invested by funds: $922K → $4.24M (+$3.31M)
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
167% more funds holding
Funds holding: 3 → 8 (+5)
14.41% less ownership
Funds ownership: 28.4% → 13.99% (-14%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$644K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$644K |
| 4 |
WP
WMS Partners
Towson,
Maryland
|
+$461K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$496K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$348K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$69.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2M | +$1.93M | +66,864 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $668K | +$644K | +22,335 | New |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $668K | +$644K | +22,335 | New |
|
|
WP
4
WMS Partners
Towson,
Maryland
| $478K | +$461K | +16,000 | New |
|
|
FHC
5
First Heartland Consultants
Lake St. Louis,
Missouri
| $258K | +$249K | +8,650 | New |
|
|
WAM
6
Worth Asset Management
Dallas,
Texas
| $142K | +$126K | +4,368 | New |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $21.4K | -$69.6K | -2,416 | -77% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $1K | +$288 | +10 | New |
|
|
TI
9
Tidal Investments
Milwaukee,
Wisconsin
| – | -$496K | -19,858 | Closed |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$348K | -13,925 | Closed |
|
RISR Hedge Fund Activity: Q1 2022 in Review
8 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q1 2022, worth a combined $4.24M — up 359% from $922K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RISR positions and 2 closed out — a net gain of 5 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.93M. The largest seller was Tidal Investments, exiting entirely with an estimated $496K sold.
- 8 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q1 2022, up from 3 in Q4 2021.
- Funds reported $4.24M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q1 2022, up 359% quarter-over-quarter.
- 7 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q1 2022 and 2 closed out, a net change of +5 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $1.93M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q1 2022 was Tidal Investments, an estimated $496K sold.
Based on aggregated 13F filings for Q1 2022.