FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
39 hedge funds and large institutions have $112M 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, 9 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
52% more capital invested
Capital invested by funds: $73.3M → $112M (+$38.4M)
16.61% more ownership
Funds ownership: 55.55% → 72.16% (+17%)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.15M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$8.94M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$8.58M |
| 4 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
+$6.46M |
| 5 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$1.35M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$678K |
| 3 |
Jane Street
New York
|
-$607K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$470K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$378K |
RISR Hedge Fund Activity: Q2 2025 in Review
39 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q2 2025, worth a combined $112M — up 52% from $73.3M a quarter earlier.
Fund positioning in RISR was balanced in Q2 2025: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 9 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $9.15M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $1.35M sold.
- 39 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $112M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q2 2025, up 52% quarter-over-quarter.
- 5 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q2 2025 and 5 closed out, a net change of 0 holders.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $9.15M added.
- The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2025.