RISR icon

FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR

Overview Fund Activity

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.

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

1
IA
1
Inspire Advisors
Idaho
$14.2M
2
FHC
2
First Heartland Consultants
Missouri
$10.5M
3
SMG
3
Smart Money Group
Texas
$7.03M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.66M
5
DIM
5
Delta Investment Management
California
$4.69M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.04M
2
WP
2
WMS Partners
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$14.2M 437,371 +437,371 New
HI
2
Harbour Investments
Wisconsin
$12M 369,395 +369,395 New
FHC
3
First Heartland Consultants
Missouri
$10.5M 323,305 +314,655 +3,638%
SMG
4
Smart Money Group
Texas
$7.03M 216,552 +216,552 New
Osaic Holdings
5
Osaic Holdings
Arizona
$6.66M 205,194 +205,194 New
DIM
6
Delta Investment Management
California
$4.69M 144,412 +144,412 New
LAM
7
LFS Asset Management
California
$4.12M 127,043 +127,043 New
HCM
8
Howard Capital Management
Georgia
$3.8M 117,017 +117,017 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.83M 87,214 +87,214 New
TI
10
Tidal Investments
Wisconsin
$2.36M 72,790 +72,790 New
AWM
11
AE Wealth Management
Kansas
$2.02M 62,356 +62,356 New
OMC
12
Old Mission Capital
Illinois
$1.59M 49,067 +49,067 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.41M 43,356 +43,356 New
Jane Street
14
Jane Street
New York
$1.34M 41,276 +41,276 New
CHAM
15
Clear Harbor Asset Management
Connecticut
$1.11M 34,075 +34,075 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.04M 31,902 -34,962 -52%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$997K 30,736 +30,736 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$967K 29,822 +7,487 +34%
VWA
19
Visionary Wealth Advisors
Illinois
$816K 25,149 +25,149 New
NA
20
NewEdge Advisors
Louisiana
$805K 24,810 +24,810 New
Truist Financial
21
Truist Financial
North Carolina
$734K 22,629 +294 +1%
IAN
22
Integrated Advisors Network
Texas
$548K 16,884 +16,884 New
CAL
23
Capital Advisors Ltd
Ohio
$454K 14,001 +14,001 New
QA
24
Quantitative Advantage
Minnesota
$402K 12,386 +12,386 New
LFAS
25
Level Four Advisory Services
Texas
$349K 10,760 +10,760 New
1
2