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FolioBeyond Alternative Income and Interest Rate Hedge ETF

29 hedge funds and large institutions have $27.3M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JWCA
1
J.W. Cole Advisors
Florida
$6.07M 178,777 -962 -0.5%
Truist Financial
2
Truist Financial
North Carolina
$4.09M 120,466 +8,554 +8%
SMG
3
Smart Money Group
Texas
$2.87M 80,832 -84,749 -51%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.25M 66,288 -1,561 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.72M 50,504 -3,133 -6%
Jane Street
6
Jane Street
New York
$1.48M 43,499 +43,499 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.28M 37,722 +11,200 +42%
SFA
8
Semmax Financial Advisors
North Carolina
$831K 23,306 -41,379 -64%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$748K 22,014 +9,116 +71%
Citadel Advisors
10
Citadel Advisors
Florida
$733K 21,570 +7,506 +53%
CAL
11
Capital Advisors Ltd
Ohio
$709K 20,877 -1,773 -8%
KWM
12
Kingsview Wealth Management
Oregon
$697K 20,525 -17,721 -46%
KAS
13
Kestra Advisory Services
Texas
$662K 19,490 +19,490 New
BWM
14
BlackDiamond Wealth Management
New York
$571K 16,030 -12,603 -44%
OMC
15
Old Mission Capital
Illinois
$479K 14,091 +14,091 New
NWM
16
Napa Wealth Management
California
$428K 12,606 +12,606 New
FIC
17
Family Investment Center
Missouri
$353K 10,386 +391 +4%
TI
18
Tidal Investments
Wisconsin
$350K 10,309 +747 +8%
MA
19
Mutual Advisors
Nebraska
$270K 7,640 +85 +1%
OBWG
20
Onyx Bridge Wealth Group
New York
$237K 6,973
MML Investors Services
21
MML Investors Services
Massachusetts
$212K 6,230 -880 -12%
Morgan Stanley
22
Morgan Stanley
New York
$122K 3,596 -1 -0%
CA
23
CoreCap Advisors
Michigan
$49.1K 1,444 +1,444 New
HI
24
Harbour Investments
Wisconsin
$38.5K 1,134 -1,892 -63%
SWM
25
Spire Wealth Management
Virginia
$6.47K 191