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FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR

36 hedge funds and large institutions have $84.4M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 1

1,894% more capital invested

Capital invested by funds: $4.24M → $84.4M (+$80.2M)

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

350% more funds holding

Funds holding: 8 → 36 (+28)

51.91% more ownership

Funds ownership: 13.99% → 65.9% (+52%)

Holders
36
Holders Change
+28
Holders Change %
+350%
% of All Funds
0.61%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Inspire Advisors
Idaho
+$14.2M
2
FHC
First Heartland Consultants
Missouri
+$10.2M
3
SMG
Smart Money Group
Texas
+$7.02M
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.65M
5
DIM
Delta Investment Management
California
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.13M
2
WP
WMS Partners
Maryland
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$14.2M +$14.2M +437,371 New
HI
2
Harbour Investments
Wisconsin
$12M +$12M +369,395 New
FHC
3
First Heartland Consultants
Missouri
$10.5M +$10.2M +314,655 +3,638%
SMG
4
Smart Money Group
Texas
$7.03M +$7.02M +216,552 New
Osaic Holdings
5
Osaic Holdings
Arizona
$6.66M +$6.65M +205,194 New
DIM
6
Delta Investment Management
California
$4.68M +$4.68M +144,412 New
LAM
7
LFS Asset Management
California
$4.12M +$4.12M +127,043 New
HCM
8
Howard Capital Management
Georgia
$3.8M +$3.79M +117,017 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.83M +$2.83M +87,214 New
TI
10
Tidal Investments
Wisconsin
$2.36M +$2.36M +72,790 New
AWM
11
AE Wealth Management
Kansas
$2.02M +$2.02M +62,356 New
OMC
12
Old Mission Capital
Illinois
$1.59M +$1.59M +49,067 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.41M +$1.41M +43,356 New
Jane Street
14
Jane Street
New York
$1.34M +$1.34M +41,276 New
CHAM
15
Clear Harbor Asset Management
Connecticut
$1.1M +$1.1M +34,075 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.03M -$1.13M -34,962 -52%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$997K +$997K +30,736 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$967K +$243K +7,487 +34%
VWA
19
Visionary Wealth Advisors
Illinois
$816K +$816K +25,149 New
NA
20
NewEdge Advisors
Louisiana
$805K +$805K +24,810 New
Truist Financial
21
Truist Financial
North Carolina
$734K +$9.53K +294 +1%
IAN
22
Integrated Advisors Network
Texas
$548K +$547K +16,884 New
CAL
23
Capital Advisors Ltd
Ohio
$454K +$454K +14,001 New
QA
24
Quantitative Advantage
Minnesota
$402K +$402K +12,386 New
LFAS
25
Level Four Advisory Services
Texas
$349K +$349K +10,760 New
1
2

RISR Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q2 2022, worth a combined $84.4M — up 1,894% from $4.24M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RISR positions and 1 closed out — a net gain of 28 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Inspire Advisors, opening a new position worth an estimated $14.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.13M.

  • 36 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q2 2022, up from 8 in Q1 2022.
  • Funds reported $84.4M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q2 2022, up 1,894% quarter-over-quarter.
  • 29 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q2 2022 and 1 closed out, a net change of +28 holders.
  • The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q2 2022 was Inspire Advisors, an estimated $14.2M added.
  • The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2022.