FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
30 hedge funds and large institutions have $36M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
15% more funds holding
Funds holding: 26 → 30 (+4)
7.34% more ownership
Funds ownership: 59.91% → 67.24% (+7.3%)
6% more capital invested
Capital invested by funds: $34M → $36M (+$2.01M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$683K |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$623K |
| 4 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$482K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$1.14M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$891K |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$649K |
| 4 |
SMG
Smart Money Group
Eastland,
Texas
|
-$307K |
| 5 |
Morgan Stanley
New York
|
-$301K |
RISR Hedge Fund Activity: Q1 2024 in Review
30 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q1 2024, worth a combined $36M — up 5.9% from $34M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RISR positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $1.4M. The largest seller was Semmax Financial Advisors, cutting an estimated $1.14M.
- 30 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q1 2024, up from 26 in Q4 2023.
- Funds reported $36M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 7 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q1 2024 and 3 closed out, a net change of +4 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q1 2024 was Jane Street, an estimated $1.4M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q1 2024 was Semmax Financial Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2024.