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FolioBeyond Alternative Income and Interest Rate Hedge ETF

46 hedge funds and large institutions have $140M invested in FolioBeyond Alternative Income and Interest Rate Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIC
1
Family Investment Center
Missouri
$43.4M
RWP
2
Reliant Wealth Planning
Kentucky
$16.5M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.71M
Truist Financial
4
Truist Financial
North Carolina
$7.68M
BCI
5
Brinker Capital Investments
Pennsylvania
$7.12M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.15M
SMG
7
Smart Money Group
Texas
$5.53M
HIA
8
Harbor Investment Advisory
Maryland
$5.47M
PWAM
9
Private Wealth Asset Management
Iowa
$5.31M
HWMG
10
Harbour Wealth Management Group
South Carolina
$3.95M
PFPG
11
Pinnacle Financial Partners (Georgia)
Georgia
$3.41M
FFA
12
Farther Finance Advisors
California
$3.29M
BFG
13
Berger Financial Group
Minnesota
$3.02M
TI
14
Tidal Investments
Wisconsin
$2.93M
3AM
15
3EDGE Asset Management
Florida
$2.78M
SA
16
Sanctuary Advisors
Indiana
$2.72M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.2M
Osaic Holdings
18
Osaic Holdings
Arizona
$1.75M
KWM
19
Kingsview Wealth Management
Oregon
$1.43M
FFN
20
Focus Financial Network
Minnesota
$813K
Citadel Advisors
21
Citadel Advisors
Florida
$762K
KAS
22
Kestra Advisory Services
Texas
$746K
CAL
23
Capital Advisors Ltd
Ohio
$733K
BWM
24
BlackDiamond Wealth Management
New York
$526K
EMAM
25
Encompass More Asset Management
California
$443K