RISR icon

FolioBeyond Alternative Income and Interest Rate Hedge ETF

38 hedge funds and large institutions have $72.1M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
16
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIC
1
Family Investment Center
Missouri
$26.8M 739,028 +562,458 +319%
JWCA
2
J.W. Cole Advisors
Florida
$7.5M 206,565 +47,879 +30%
Truist Financial
3
Truist Financial
North Carolina
$6M 165,150 +11,535 +8%
SMG
4
Smart Money Group
Texas
$5.49M 151,166 +7,372 +5%
TI
5
Tidal Investments
Wisconsin
$3.74M 102,848 +96,281 +1,466%
3AM
6
3EDGE Asset Management
Florida
$3M 82,539 +82,539 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.33M 64,093 -696 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.99M 54,740 +6,431 +13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.97M 54,107 +2,906 +6%
KWM
10
Kingsview Wealth Management
Oregon
$1.91M 52,605 +32,245 +158%
CAS
11
Coppell Advisory Solutions
Texas
$1.35M 36,785 +36,785 New
BAM
12
Belpointe Asset Management
Nevada
$1.29M 35,589 +35,589 New
PWAM
13
Private Wealth Asset Management
Iowa
$874K 24,050 +24,050 New
KAS
14
Kestra Advisory Services
Texas
$804K 22,136 +1,685 +8%
CAL
15
Capital Advisors Ltd
Ohio
$758K 20,877
FFN
16
Focus Financial Network
Minnesota
$710K 19,536 +8,244 +73%
EA
17
Ergawealth Advisors
Illinois
$630K 17,339 +17,339 New
Jane Street
18
Jane Street
New York
$607K 16,710 +1,187 +8%
BWM
19
BlackDiamond Wealth Management
New York
$555K 15,021 -1,676 -10%
SFA
20
Semmax Financial Advisors
North Carolina
$522K 14,126 +11,396 +417%
GWM
21
Geneos Wealth Management
Colorado
$470K 12,940 +12,940 New
Citadel Advisors
22
Citadel Advisors
Florida
$430K 11,834 +5,315 +82%
IA
23
Inspire Advisors
Idaho
$426K 11,725 +11,725 New
BFA
24
Beaumont Financial Advisors
Massachusetts
$392K 10,787 +10,787 New
OBWG
25
Onyx Bridge Wealth Group
New York
$278K 7,651 +678 +10%