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FolioBeyond Alternative Income and Interest Rate Hedge ETF

25 hedge funds and large institutions have $45.9M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.35M 280,021 +280,021 New
SMG
2
Smart Money Group
Texas
$7.87M 235,582 -12,378 -5%
SFA
3
Semmax Financial Advisors
North Carolina
$5.28M 155,769 +155,769 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.79M 143,300 +35,915 +33%
JWCA
5
J.W. Cole Advisors
Florida
$4.51M 134,895 +75,251 +126%
LJAC
6
L.J. Altfest & Co
New York
$3.77M 112,747 +77,663 +221%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.35M 70,385 +5,454 +8%
KWM
8
Kingsview Wealth Management
Oregon
$1.22M 36,606 +20,554 +128%
BWM
9
BlackDiamond Wealth Management
New York
$986K 28,717 +4,393 +18%
CAL
10
Capital Advisors Ltd
Ohio
$838K 25,089 +41 +0.2%
Jane Street
11
Jane Street
New York
$832K 24,911 -286,419 -92%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$816K 24,428 -14,434 -37%
TI
13
Tidal Investments
Wisconsin
$665K 19,906 -11,590 -37%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$517K 15,492 +15,492 New
HI
15
Harbour Investments
Wisconsin
$493K 14,765 -3,166 -18%
Citadel Advisors
16
Citadel Advisors
Florida
$457K 13,695 +13,695 New
Morgan Stanley
17
Morgan Stanley
New York
$337K 10,095 +10,095 New
KFS
18
Kaizen Financial Strategies
California
$254K 7,600 -200 -3%
BAM
19
Belpointe Asset Management
Nevada
$229K 6,870 +6,870 New
OMC
20
Old Mission Capital
Illinois
$229K 6,864 +6,864 New
UBS Group
21
UBS Group
Switzerland
$29.3K 876 +876 New
RDFA
22
Ritter Daniher Financial Advisory
Ohio
$19.2K 576 +576 New
IPW
23
Impact Partnership Wealth
Georgia
$11.5K 345 +202 +141%
IA
24
IFS Advisors
Kansas
$5.41K 162
Fidelity Investments
25
Fidelity Investments
Massachusetts
$33 1