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FolioBeyond Alternative Income and Interest Rate Hedge ETF

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.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.59M +$7.59M +207,448 New
FIC
2
Family Investment Center
Missouri
$6.46M +$6.08M +166,184 +1,600%
JWCA
3
J.W. Cole Advisors
Florida
$5.81M -$735K -20,091 -11%
Truist Financial
4
Truist Financial
North Carolina
$5.62M +$1.21M +33,149 +28%
SMG
5
Smart Money Group
Texas
$5.26M +$2.3M +62,962 +78%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.37M -$54.9K -1,499 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.87M +$25.5K +697 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.77M +$962K +26,295 +119%
GVCM
9
Global View Capital Management
Wisconsin
$1.32M +$1.32M +35,913 New
CAL
10
Capital Advisors Ltd
Ohio
$764K
KAS
11
Kestra Advisory Services
Texas
$749K +$35.2K +961 +5%
KWM
12
Kingsview Wealth Management
Oregon
$745K -$6.04K -165 -0.8%
BWM
13
BlackDiamond Wealth Management
New York
$611K +$24.4K +667 +4%
OMC
14
Old Mission Capital
Illinois
$569K +$53.2K +1,454 +10%
Jane Street
15
Jane Street
New York
$568K -$1.02M -27,976 -64%
SA
16
Sanctuary Advisors
Indiana
$535K +$535K +14,555 New
FFN
17
Focus Financial Network
Minnesota
$413K +$413K +11,292 New
MA
18
Mutual Advisors
Nebraska
$272K -$10.2K -276 -4%
OBWG
19
Onyx Bridge Wealth Group
New York
$255K
TI
20
Tidal Investments
Wisconsin
$240K -$137K -3,742 -36%
MML Investors Services
21
MML Investors Services
Massachusetts
$240K +$11.8K +323 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$239K -$551K -15,051 -70%
Morgan Stanley
23
Morgan Stanley
New York
$119K -$12.2K -332 -9%
SFA
24
Semmax Financial Advisors
North Carolina
$101K -$758K -20,576 -88%
AF
25
Allworth Financial
California
$77.6K +$77.6K +2,100 New