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FolioBeyond Alternative Income and Interest Rate Hedge ETF

24 hedge funds and large institutions have $38.2M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMG
1
Smart Money Group
Texas
$9.52M 300,509 -149,407 -33%
FHC
2
First Heartland Consultants
Missouri
$6.37M 204,289 +7,855 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.25M 168,199 -29,015 -15%
Jane Street
4
Jane Street
New York
$3.45M 110,566 -57,646 -34%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.61M 83,687 -18,082 -18%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.05M 65,785 +897 +1%
KWM
7
Kingsview Wealth Management
Oregon
$1.82M 58,351 -93,739 -62%
JWCA
8
J.W. Cole Advisors
Florida
$1.33M 42,756 +16,371 +62%
CHAM
9
Clear Harbor Asset Management
Connecticut
$1.32M 42,220 -200 -0.5%
TI
10
Tidal Investments
Wisconsin
$1.05M 33,807 -62 -0.2%
CAL
11
Capital Advisors Ltd
Ohio
$782K 25,082 +46 +0.2%
BWM
12
BlackDiamond Wealth Management
New York
$668K 21,357 -26,345 -55%
HI
13
Harbour Investments
Wisconsin
$562K 18,008 +336 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$301K 9,647 +9,647 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$264K 8,450 +8,450 New
KFS
16
Kaizen Financial Strategies
California
$262K 8,400 -300 -3%
Truist Financial
17
Truist Financial
North Carolina
$256K 8,218
TCM
18
Triumph Capital Management
Colorado
$201K 6,457 -923 -13%
BAM
19
Belpointe Asset Management
Nevada
$65.2K 2,092 -4,837 -70%
UBS Group
20
UBS Group
Switzerland
$30.3K 971 +821 +547%
WAM
21
Worth Asset Management
Texas
$5.15K 165 -1,144 -87%
IA
22
IFS Advisors
Kansas
$5.05K 162
ASN
23
Advisory Services Network
Georgia
$2.65K 85 +85 New
HT
24
Headlands Technologies
Illinois
$94 3 +3 New
HighTower Advisors
25
HighTower Advisors
Illinois
-148,818 Closed