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FolioBeyond Alternative Income and Interest Rate Hedge ETF

38 hedge funds and large institutions have $102M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIC
1
Family Investment Center
Missouri
$29.2M +$2.13M +58,346 +8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.12M +$9.12M +248,246 New
AI
3
Atria Investments
North Carolina
$8.74M +$8.51M +232,831 +3,780%
JWCA
4
J.W. Cole Advisors
Florida
$8.39M +$838K +22,905 +11%
SFA
5
Semmax Financial Advisors
North Carolina
$6.98M +$6.46M +175,308 +1,241%
Truist Financial
6
Truist Financial
North Carolina
$6.75M +$712K +19,479 +12%
SMG
7
Smart Money Group
Texas
$5.39M -$140K -3,827 -3%
TI
8
Tidal Investments
Wisconsin
$3.44M -$321K -8,777 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.23M +$1.23M +33,712 +62%
3AM
10
3EDGE Asset Management
Florida
$3.08M +$64.4K +1,761 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.37M +$25.5K +696 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.18M +$197K +5,393 +10%
PWAM
13
Private Wealth Asset Management
Iowa
$2.05M +$1.17M +32,064 +133%
KWM
14
Kingsview Wealth Management
Oregon
$1.25M -$673K -18,405 -35%
IA
15
Inspire Advisors
Idaho
$1.22M +$790K +21,601 +184%
BAM
16
Belpointe Asset Management
Nevada
$927K -$375K -10,244 -29%
KAS
17
Kestra Advisory Services
Texas
$896K +$86.6K +2,367 +11%
Citadel Advisors
18
Citadel Advisors
Florida
$880K +$447K +12,235 +103%
CAL
19
Capital Advisors Ltd
Ohio
$781K +$17.8K +486 +2%
FFN
20
Focus Financial Network
Minnesota
$724K +$9.95K +272 +1%
BFA
21
Beaumont Financial Advisors
Massachusetts
$673K +$279K +7,625 +71%
EA
22
Ergawealth Advisors
Illinois
$671K +$36.9K +1,008 +6%
Goldman Sachs
23
Goldman Sachs
New York
$621K +$621K +16,974 New
BWM
24
BlackDiamond Wealth Management
New York
$548K -$1.17K -32 -0.2%
LFAS
25
Level Four Advisory Services
Texas
$345K +$345K +9,443 New