Rareview Systematic Equity ETF
RSEE
6 hedge funds and large institutions have $28.5M invested in Rareview Systematic Equity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
13% more capital invested
Capital invested by funds: $25.2M → $28.5M (+$3.35M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
7.56% less ownership
Funds ownership: 73.51% → 65.95% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Family Management
New York
|
+$2.71M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.16M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$309K |
| 4 |
Jane Street
New York
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$2.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $24.8M | +$1.16M | +46,785 | +5% |
|
|
FM
2
Family Management
New York
| $2.74M | +$2.71M | +109,641 | New |
|
|
EWP
3
Engrave Wealth Partners
The Woodlands,
Texas
| $368K | -$2.22M | -89,652 | -86% |
|
|
SFS
4
Sowell Financial Services
North Little Rock,
Arkansas
| $313K | +$309K | +12,500 | New |
|
|
5
Jane Street
New York
| $274K | +$271K | +10,949 | New |
|
|
SWA
6
SOA Wealth Advisors
New York
| $2.73K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$10.8K | -454 | Closed |
|
RSEE Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Rareview Systematic Equity ETF (RSEE) for Q1 2023, worth a combined $28.5M — up 13% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSEE positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Family Management, opening a new position worth an estimated $2.71M. The largest seller was Engrave Wealth Partners, cutting an estimated $2.22M.
- 6 institutional investors held Rareview Systematic Equity ETF (RSEE) as of Q1 2023, up from 4 in Q4 2022.
- Funds reported $28.5M of Rareview Systematic Equity ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 3 funds opened new Rareview Systematic Equity ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Rareview Systematic Equity ETF buyer in Q1 2023 was Family Management, an estimated $2.71M added.
- The largest Rareview Systematic Equity ETF seller in Q1 2023 was Engrave Wealth Partners, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2023.