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FolioBeyond Alternative Income and Interest Rate Hedge ETF

25 hedge funds and large institutions have $59.4M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
8
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMG
1
Smart Money Group
Texas
$14.2M 449,916 +17,903 +4%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.23M 197,214 +40,413 +26%
FHC
3
First Heartland Consultants
Missouri
$6.21M 196,434 -70,193 -26%
Jane Street
4
Jane Street
New York
$5.31M 168,212 +168,212 New
KWM
5
Kingsview Wealth Management
Oregon
$4.8M 152,090 +3,131 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.7M 148,818 +148,818 New
SFA
7
Semmax Financial Advisors
North Carolina
$4.46M 146,356 +146,356 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.21M 101,769 +70,161 +222%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.05M 64,888 +19,165 +42%
BWM
10
BlackDiamond Wealth Management
New York
$1.46M 47,702 +6,436 +16%
CHAM
11
Clear Harbor Asset Management
Connecticut
$1.34M 42,420 -2,958 -7%
TI
12
Tidal Investments
Wisconsin
$1.07M 33,869 -11,382 -25%
JWCA
13
J.W. Cole Advisors
Florida
$834K 26,385 +19,340 +275%
CAL
14
Capital Advisors Ltd
Ohio
$791K 25,036 -3,368 -12%
HI
15
Harbour Investments
Wisconsin
$558K 17,672 -351,723 -95%
NA
16
NewEdge Advisors
Louisiana
$482K 15,271 -33,776 -69%
IAIM
17
International Assets Investment Management
Florida
$335K 10,600 +10,600 New
HF
18
HRT Financial
New York
$287K 9,088 +9,088 New
KFS
19
Kaizen Financial Strategies
California
$265K 8,700 -100 -1%
Truist Financial
20
Truist Financial
North Carolina
$260K 8,218 +8,218 New
TCM
21
Triumph Capital Management
Colorado
$233K 7,380 +194 +3%
BAM
22
Belpointe Asset Management
Nevada
$219K 6,929 +6,929 New
WAM
23
Worth Asset Management
Texas
$41.4K 1,309 -30 -2%
IA
24
IFS Advisors
Kansas
$5.12K 162 +162 New
UBS Group
25
UBS Group
Switzerland
$4.74K 150 +150 New