FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
39 hedge funds and large institutions have $73.1M 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, 17 increasing their positions, 6 reducing their positions, and 7 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
63% more capital invested
Capital invested by funds: $44.7M → $73.1M (+$28.4M)
15% more funds holding
Funds holding: 34 → 39 (+5)
3.06% less ownership
Funds ownership: 58.43% → 55.37% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$20.6M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$3.53M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$3.03M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.76M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.59M |
| 2 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
-$1.32M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$569K |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
-$61.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25.5K |
RISR Hedge Fund Activity: Q1 2025 in Review
39 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q1 2025, worth a combined $73.1M — up 63% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RISR positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Family Investment Center, adding an estimated $20.6M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $7.59M sold.
- 39 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q1 2025, up from 34 in Q4 2024.
- Funds reported $73.1M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q1 2025, up 63% quarter-over-quarter.
- 12 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q1 2025 was Family Investment Center, an estimated $20.6M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.59M sold.
Based on aggregated 13F filings for Q1 2025.