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FolioBeyond Alternative Income and Interest Rate Hedge ETF

45 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, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2% less capital invested

Capital invested by funds: $122M → $120M (-$1.84M)

6.25% less ownership

Funds ownership: 71.29%65.04% (-6.3%)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
13
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change

RISR Hedge Fund Activity: Q4 2025 in Review

45 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) for Q4 2025, worth a combined $120M — down 1.5% from $122M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RISR positions and 11 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was One Plus One Wealth Management, opening a new position worth an estimated $3.74M. The largest seller was J.W. Cole Advisors, cutting an estimated $3.32M.

  • 45 institutional investors held FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $120M of FolioBeyond Alternative Income and Interest Rate Hedge ETF stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 12 funds opened new FolioBeyond Alternative Income and Interest Rate Hedge ETF positions in Q4 2025 and 11 closed out, a net change of +1 holder.
  • The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF buyer in Q4 2025 was One Plus One Wealth Management, an estimated $3.74M added.
  • The largest FolioBeyond Alternative Income and Interest Rate Hedge ETF seller in Q4 2025 was J.W. Cole Advisors, an estimated $3.32M sold.

Based on aggregated 13F filings for Q4 2025.