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FolioBeyond Alternative Income and Interest Rate Hedge ETF

28 hedge funds and large institutions have $37.5M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JWCA
1
J.W. Cole Advisors
Florida
$6.24M 179,739 +5,655 +3%
SMG
2
Smart Money Group
Texas
$5.7M 165,581 -40,376 -20%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.82M 138,827 +138,827 New
Truist Financial
4
Truist Financial
North Carolina
$3.88M 111,912 +15,269 +16%
IWN
5
Independent Wealth Network
Iowa
$2.52M 72,571 +72,571 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.35M 67,849 +1,405 +2%
SFA
7
Semmax Financial Advisors
North Carolina
$2.22M 64,685 -4,953 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.86M 53,637 -2,659 -5%
KWM
9
Kingsview Wealth Management
Oregon
$1.33M 38,246 -742 -2%
IA
10
Inspire Advisors
Idaho
$1.26M 36,387 +36,387 New
BWM
11
BlackDiamond Wealth Management
New York
$991K 28,633 +2,069 +8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$920K 26,522 -17,098 -39%
CAL
13
Capital Advisors Ltd
Ohio
$786K 22,650 +28 +0.1%
Citadel Advisors
14
Citadel Advisors
Florida
$488K 14,064 -750 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$447K 12,898 +1,727 +15%
FIC
16
Family Investment Center
Missouri
$347K 9,995 -4,626 -32%
TI
17
Tidal Investments
Wisconsin
$332K 9,562 -8,194 -46%
MA
18
Mutual Advisors
Nebraska
$263K 7,555 +120 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$247K 7,110 +24 +0.3%
OBWG
20
Onyx Bridge Wealth Group
New York
$242K 6,973
Morgan Stanley
21
Morgan Stanley
New York
$125K 3,597 +2 +0.1%
HI
22
Harbour Investments
Wisconsin
$105K 3,026 -3,890 -56%
BAM
23
Belpointe Asset Management
Nevada
$31.2K 900 +900 New
CAM
24
Creekmur Asset Management
Illinois
$13.8K 397
AA
25
AlphaMark Advisors
Kentucky
$12K 360 +360 New