FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4% less funds holding
Funds holding: 25 → 24 (-1)
11.18% less ownership
Funds ownership: 70.66% → 59.48% (-11%)
36% less capital invested
Capital invested by funds: $59.4M → $38.2M (-$21.2M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$511K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$301K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$264K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$245K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.7M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
-$4.66M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.93M |
| 4 |
Jane Street
New York
|
-$1.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$905K |
RISR Hedge Fund Activity: Q1 2023 in Review
24 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q1 2023, worth a combined $38.2M — down 36% from $59.4M a quarter earlier.
Fund positioning in RISR was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 12 trimmed.
The largest buyer was J.W. Cole Advisors, adding an estimated $511K. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.7M sold.
- 24 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q1 2023, down from 25 in Q4 2022.
- Funds reported $38.2M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q1 2023, down 36% quarter-over-quarter.
- 4 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q1 2023 was J.W. Cole Advisors, an estimated $511K added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q1 2023 was HighTower Advisors, an estimated $4.7M sold.
Based on aggregated 13F filings for Q1 2023.