FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
34 hedge funds and large institutions have $44.7M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
308% more capital inflows, than outflows
Capital inflows: $20.1M | Capital outflows: $4.93M
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
31.92% more ownership
Funds ownership: 59.9% → 91.82% (+32%)
17% more funds holding
Funds holding: 29 → 34 (+5)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.38M |
| 2 |
Family Investment Center
Saint Joseph,
Missouri
|
+$5.91M |
| 3 |
Smart Money Group
Eastland,
Texas
|
+$2.24M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$935K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 2 |
Jane Street
New York
|
-$995K |
| 3 |
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$732K |
| 4 |
J.W. Cole Advisors
Tampa,
Florida
|
-$714K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$535K |
RISR Hedge Fund Activity: Q4 2024 in Review
34 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q4 2024, worth a combined $44.7M — up 64% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RISR positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.38M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.28M sold.
- 34 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $44.7M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q4 2024, up 64% quarter-over-quarter.
- 8 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $7.38M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2024.