Rareview Systematic Equity ETF
RSEE
10 hedge funds and large institutions have $20.6M invested in Rareview Systematic Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
11% more capital invested
Capital invested by funds: $18.5M → $20.6M (+$2.09M)
2.16% more ownership
Funds ownership: 53.47% → 55.63% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$866K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$281K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$196K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$294K |
| 2 |
FM
Family Management
New York
|
-$44.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.15K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $19.4M | +$866K | +35,223 | +5% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $347K | – | – | – |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $299K | +$281K | +11,435 | New |
|
|
GS
4
GTS Securities
New York
| $262K | -$294K | -11,947 | -54% |
|
|
CCFM
5
Clear Creek Financial Management
Silverdale,
Washington
| $208K | +$196K | +7,979 | New |
|
|
FM
6
Family Management
New York
| $106K | -$44.2K | -1,797 | -31% |
|
|
7
Wells Fargo
San Francisco,
California
| $24.1K | +$22.7K | +924 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $6.53K | -$6.15K | -250 | -50% |
|
|
SWA
9
SOA Wealth Advisors
New York
| $2.85K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $2.09K | -$4.89K | -199 | -71% |
|
RSEE Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Rareview Systematic Equity ETF (RSEE) for Q4 2023, worth a combined $20.6M — up 11% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSEE positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Belpointe Asset Management, adding an estimated $866K. The largest seller was GTS Securities, cutting an estimated $294K.
- 10 institutional investors held Rareview Systematic Equity ETF (RSEE) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $20.6M of Rareview Systematic Equity ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 3 funds opened new Rareview Systematic Equity ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Rareview Systematic Equity ETF buyer in Q4 2023 was Belpointe Asset Management, an estimated $866K added.
- The largest Rareview Systematic Equity ETF seller in Q4 2023 was GTS Securities, an estimated $294K sold.
Based on aggregated 13F filings for Q4 2023.