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FolioBeyond Alternative Income and Interest Rate Hedge ETF

25 hedge funds and large institutions have $50.9M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 15 closing their positions.

Holders
25
Holders Change
-11
Holders Change %
-30.56%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
12
Reduced
6
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMG
1
Smart Money Group
Texas
$13.6M 432,013 +215,461 +99%
HI
2
Harbour Investments
Wisconsin
$12M 369,395
Osaic Holdings
3
Osaic Holdings
Arizona
$4.95M 156,801 -48,393 -24%
KWM
4
Kingsview Wealth Management
Oregon
$4.7M 148,959 +138,909 +1,382%
LAM
5
LFS Asset Management
California
$4.15M 131,435 +4,392 +3%
NA
6
NewEdge Advisors
Louisiana
$1.55M 49,047 +24,237 +98%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.44M 45,723 +13,821 +43%
CHAM
8
Clear Harbor Asset Management
Connecticut
$1.43M 45,378 +11,303 +33%
TI
9
Tidal Investments
Wisconsin
$1.43M 45,251 -27,539 -38%
BWM
10
BlackDiamond Wealth Management
New York
$1.33M 41,266 +41,266 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$997K 31,608 +1,786 +6%
CAL
12
Capital Advisors Ltd
Ohio
$896K 28,404 +14,403 +103%
Citadel Advisors
13
Citadel Advisors
Florida
$463K 14,662 -28,694 -66%
LFAS
14
Level Four Advisory Services
Texas
$440K 13,945 +3,185 +30%
CANY
15
Caxton Associates (New York)
New York
$315K 10,000 +10,000 New
KFS
16
Kaizen Financial Strategies
California
$278K 8,800 +1,000 +13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$266K 8,431 -22,305 -73%
TCM
18
Triumph Capital Management
Colorado
$227K 7,186 +328 +5%
JWCA
19
J.W. Cole Advisors
Florida
$222K 7,045 +7,045 New
JIR
20
James Investment Research
Ohio
$105K 3,325 +3,325 New
APA
21
American Portfolios Advisors
New York
$84.9K 2,691 +716 +36%
WAM
22
Worth Asset Management
Texas
$42K 1,339 -7,699 -85%
FHC
23
First Heartland Consultants
Missouri
$8.41K 266,627 -56,678 -18%
IA
24
IFP Advisors
Florida
$1K 10
IA
25
Inspire Advisors
Idaho
-437,371 Closed