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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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
26
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.14M
2 +$2.07M
3 +$717K
4
Jane Street
Jane Street
New York
+$541K
5
Morgan Stanley
Morgan Stanley
New York
+$480K

Top Sellers

1 -$9.35M
2 -$2.2M
3 -$1.72M
4
LJAC
L.J. Altfest & Co
New York
-$789K
5
SMG
Smart Money Group
Texas
-$636K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$6.74M
2
$6.29M
3
$3.48M
4
$3.14M
5
$2.74M
6
$2.28M
7
$1.74M
8
$1.32M
9
$862K
10
$796K
11
$787K
12
$782K
13
$717K
14
$579K
15
$464K
16
$342K
17
$336K
18
$222K
19
$216K
20
$206K
21
$201K
22
$127K
23
$31.3K
24
$8.51K
25
$94