Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
3 hedge funds and large institutions have $1.58M invested in Rareview Tax Advantaged Income ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.97% less ownership
Funds ownership: 8.27% → 7.31% (-0.97%)
10% less capital invested
Capital invested by funds: $1.76M → $1.58M (-$180K)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$216K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$216K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$215K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $1.51M | +$216K | +10,382 | +17% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $67.3K | +$14.5K | +700 | +28% |
|
|
3
UBS Group
Zurich,
Switzerland
| $462 | -$4.3K | -207 | -90% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$216K | -10,442 | Closed |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$215K | -10,401 | Closed |
|
RTAI Hedge Fund Activity: Q1 2023 in Review
3 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q1 2023, worth a combined $1.58M — down 10% from $1.76M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RTAI and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Belpointe Asset Management, adding an estimated $216K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $216K sold.
- 3 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q1 2023, down from 5 in Q4 2022.
- Funds reported $1.58M of Rareview Tax Advantaged Income ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 0 funds opened new Rareview Tax Advantaged Income ETF positions in Q1 2023 and 2 closed out, a net change of -2 holders.
- The largest Rareview Tax Advantaged Income ETF buyer in Q1 2023 was Belpointe Asset Management, an estimated $216K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q1 2023 was Cetera Investment Advisers, an estimated $216K sold.
Based on aggregated 13F filings for Q1 2023.