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FolioBeyond Alternative Income and Interest Rate Hedge ETF

26 hedge funds and large institutions have $34.4M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
6
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMG
1
Smart Money Group
Texas
$6.74M 215,276 -20,306 -9%
JWCA
2
J.W. Cole Advisors
Florida
$6.29M 201,077 +66,182 +49%
SFA
3
Semmax Financial Advisors
North Carolina
$3.48M 104,186 -51,583 -33%
Truist Financial
4
Truist Financial
North Carolina
$3.14M 100,205 +100,205 New
LJAC
5
L.J. Altfest & Co
New York
$2.74M 87,548 -25,199 -22%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.28M 72,929 -70,371 -49%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.74M 55,436 -14,949 -21%
Jane Street
8
Jane Street
New York
$1.32M 42,186 +17,275 +69%
BWM
9
BlackDiamond Wealth Management
New York
$862K 26,392 -2,325 -8%
Morgan Stanley
10
Morgan Stanley
New York
$796K 25,436 +15,341 +152%
CAL
11
Capital Advisors Ltd
Ohio
$787K 25,129 +40 +0.2%
KWM
12
Kingsview Wealth Management
Oregon
$782K 24,982 -11,624 -32%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$717K 22,915 +22,915 New
TI
14
Tidal Investments
Wisconsin
$579K 18,506 -1,400 -7%
Citadel Advisors
15
Citadel Advisors
Florida
$464K 14,814 +1,119 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$342K 10,931 -13,497 -55%
HI
17
Harbour Investments
Wisconsin
$336K 10,733 -4,032 -27%
KFS
18
Kaizen Financial Strategies
California
$222K 7,100 -500 -7%
Cerity Partners
19
Cerity Partners
New York
$216K 6,885 +6,885 New
OMC
20
Old Mission Capital
Illinois
$206K 6,592 -272 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$201K 6,428 +6,428 New
UBS Group
22
UBS Group
Switzerland
$127K 4,066 +3,190 +364%
CAM
23
Creekmur Asset Management
Illinois
$31.3K 1,000 +1,000 New
IPW
24
Impact Partnership Wealth
Georgia
$8.51K 272 -73 -21%
AF
25
Advisornet Financial
Minnesota
$94 3 +3 New