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FolioBeyond Alternative Income and Interest Rate Hedge ETF

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.

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMG
1
Smart Money Group
Texas
$7.13M 205,957 -9,319 -4%
JWCA
2
J.W. Cole Advisors
Florida
$5.75M 174,084 -26,993 -13%
Truist Financial
3
Truist Financial
North Carolina
$3.19M 96,643 -3,562 -4%
Jane Street
4
Jane Street
New York
$2.79M 84,480 +42,294 +100%
SFA
5
Semmax Financial Advisors
North Carolina
$2.42M 69,638 -34,548 -33%
LJAC
6
L.J. Altfest & Co
New York
$2.24M 67,893 -19,655 -22%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.2M 66,444 -6,485 -9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.86M 56,296 +860 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.44M 43,620 +20,705 +90%
KWM
10
Kingsview Wealth Management
Oregon
$1.29M 38,988 +14,006 +56%
BWM
11
BlackDiamond Wealth Management
New York
$878K 26,564 +172 +0.7%
CAL
12
Capital Advisors Ltd
Ohio
$748K 22,622 -2,507 -10%
MWM
13
Mission Wealth Management
California
$624K 18,866 +18,866 New
TI
14
Tidal Investments
Wisconsin
$587K 17,756 -750 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$490K 14,814
FIC
16
Family Investment Center
Missouri
$483K 14,621 +14,621 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$369K 11,171 +240 +2%
OMC
18
Old Mission Capital
Illinois
$348K 10,529 +3,937 +60%
MA
19
Mutual Advisors
Nebraska
$246K 7,435 +7,435 New
OBWG
20
Onyx Bridge Wealth Group
New York
$240K 6,973 +6,973 New
MML Investors Services
21
MML Investors Services
Massachusetts
$234K 7,086 +658 +10%
HI
22
Harbour Investments
Wisconsin
$229K 6,916 -3,817 -36%
Morgan Stanley
23
Morgan Stanley
New York
$119K 3,595 -21,841 -86%
CA
24
CoreCap Advisors
Michigan
$63.7K 1,926 +1,926 New
CAM
25
Creekmur Asset Management
Illinois
$13.1K 397 -603 -60%