FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
26 hedge funds and large institutions have $34M 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.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4% more funds holding
Funds holding: 25 → 26 (+1)
6.26% less ownership
Funds ownership: 66.17% → 59.91% (-6.3%)
26% less capital invested
Capital invested by funds: $45.9M → $34M (-$11.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.34M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$763K |
| 4 |
Jane Street
New York
|
+$575K |
| 5 |
Cerity Partners
New York
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$9.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.34M |
| 3 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$1.72M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$839K |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$676K |
RISR Hedge Fund Activity: Q4 2023 in Review
26 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q4 2023, worth a combined $34M — down 26% from $45.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RISR positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.34M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $9.35M sold.
- 26 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $34M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q4 2023, down 26% quarter-over-quarter.
- 7 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q4 2023 was Truist Financial, an estimated $3.34M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $9.35M sold.
Based on aggregated 13F filings for Q4 2023.