Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
6 hedge funds and large institutions have $1.78M invested in Rareview Tax Advantaged Income ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
45% more capital invested
Capital invested by funds: $1.23M → $1.78M (+$551K)
3.07% more ownership
Funds ownership: 6.84% → 9.91% (+3.1%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
14% less funds holding
Funds holding: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$382K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$109K |
| 3 |
GS
GTS Securities
New York
|
+$102K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $887K | +$109K | +5,111 | +14% |
|
|
GS
2
GTS Securities
New York
| $386K | +$102K | +4,790 | +35% |
|
|
SMH
3
Sanders Morris Harris
Houston,
Texas
| $370K | +$382K | +17,846 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $112K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $13K | +$6.26K | +293 | +88% |
|
|
SIS
6
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.5K | – | – | – |
|
|
7
Morgan Stanley
New York
| – | -$26 | -1 | Closed |
|
RTAI Hedge Fund Activity: Q1 2026 in Review
6 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q1 2026, worth a combined $1.78M — up 45% from $1.23M a quarter earlier.
Fund positioning in RTAI was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $382K. The largest seller was Morgan Stanley, exiting entirely with an estimated $26 sold.
- 6 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q1 2026, down from 7 in Q4 2025.
- Funds reported $1.78M of Rareview Tax Advantaged Income ETF stock for Q1 2026, up 45% quarter-over-quarter.
- 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Rareview Tax Advantaged Income ETF buyer in Q1 2026 was Sanders Morris Harris, an estimated $382K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q1 2026 was Morgan Stanley, an estimated $26 sold.
Based on aggregated 13F filings for Q1 2026.