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FolioBeyond Alternative Income and Interest Rate Hedge ETF

44 hedge funds and large institutions have $120M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $119M → $120M (+$726K)

0% more funds holding

Funds holding: 4444 (0)

4.73% less ownership

Funds ownership: 69.48%64.75% (-4.7%)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
13
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIC
1
Family Investment Center
Missouri
$32.6M +$1.27M +35,160 +4%
RWP
2
Reliant Wealth Planning
Kentucky
$15.9M +$108K +3,009 +0.7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.88M +$87.7K +2,435 +0.9%
Truist Financial
4
Truist Financial
North Carolina
$7.29M -$63.8K -1,771 -0.9%
SMG
5
Smart Money Group
Texas
$5.31M +$151K +4,181 +3%
JWCA
6
J.W. Cole Advisors
Florida
$5.15M -$3.32M -92,279 -39%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.91M +$355K +9,870 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.89M -$828 -23 -0%
OPOWM
9
One Plus One Wealth Management
Florida
$3.75M +$3.74M +103,976 New
HIA
10
Harbor Investment Advisory
Maryland
$3.55M +$1.22M +33,952 +53%
PWAM
11
Private Wealth Asset Management
Iowa
$3.54M +$1.12M +31,178 +47%
HWMG
12
Harbour Wealth Management Group
South Carolina
$3.41M +$3.4M +94,366 New
TI
13
Tidal Investments
Wisconsin
$3.08M -$387K -10,758 -11%
BFG
14
Berger Financial Group
Minnesota
$3.08M +$899K +24,975 +41%
3AM
15
3EDGE Asset Management
Florida
$2.69M -$343K -9,525 -11%
SA
16
Sanctuary Advisors
Indiana
$1.9M -$2.68M -74,456 -59%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.73M -$636K -17,658 -27%
Citadel Advisors
18
Citadel Advisors
Florida
$1.6M +$1.59M +44,197 New
KWM
19
Kingsview Wealth Management
Oregon
$1.42M -$146K -4,046 -9%
KAS
20
Kestra Advisory Services
Texas
$871K +$15.4K +428 +2%
FFN
21
Focus Financial Network
Minnesota
$807K +$39.8K +1,104 +5%
BWM
22
BlackDiamond Wealth Management
New York
$510K -$47.6K -1,323 -9%
BFA
23
Beaumont Financial Advisors
Massachusetts
$449K
EMAM
24
Encompass More Asset Management
California
$430K +$428K +11,898 New
MML Investors Services
25
MML Investors Services
Massachusetts
$387K -$33.2K -923 -8%