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FolioBeyond Alternative Income and Interest Rate Hedge ETF

19 hedge funds and large institutions have $34.9M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
3
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$10M 311,330 +200,764 +182%
SMG
2
Smart Money Group
Texas
$8M 247,960 -52,549 -17%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.46M 107,385 -60,814 -36%
FHC
4
First Heartland Consultants
Missouri
$2.46M 76,161 -128,128 -63%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.1M 64,931 -854 -1%
JWCA
6
J.W. Cole Advisors
Florida
$1.92M 59,644 +16,888 +39%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.25M 38,862 -44,825 -54%
LJAC
8
L.J. Altfest & Co
New York
$1.13M 35,084 +35,084 New
TI
9
Tidal Investments
Wisconsin
$1.02M 31,496 -2,311 -7%
CAL
10
Capital Advisors Ltd
Ohio
$808K 25,048 -34 -0.1%
BWM
11
BlackDiamond Wealth Management
New York
$789K 24,324 +2,967 +14%
HI
12
Harbour Investments
Wisconsin
$578K 17,931 -77 -0.4%
KWM
13
Kingsview Wealth Management
Oregon
$518K 16,052 -42,299 -72%
GS
14
GTS Securities
New York
$313K 9,709 +9,709 New
KFS
15
Kaizen Financial Strategies
California
$255K 7,800 -600 -7%
Truist Financial
16
Truist Financial
North Carolina
$254K 7,886 -332 -4%
IA
17
IFS Advisors
Kansas
$5.23K 162
IPW
18
Impact Partnership Wealth
Georgia
$4.61K 143 +143 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$32 1 +1 New
CHAM
20
Clear Harbor Asset Management
Connecticut
-42,220 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-9,647 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-8,450 Closed
TCM
23
Triumph Capital Management
Colorado
-6,457 Closed
BAM
24
Belpointe Asset Management
Nevada
-2,092 Closed
UBS Group
25
UBS Group
Switzerland
-971 Closed