Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
3 hedge funds and large institutions have $1.26M invested in Rareview Tax Advantaged Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.16% less ownership
Funds ownership: 7.31% → 6.15% (-1.2%)
21% less capital invested
Capital invested by funds: $1.58M → $1.26M (-$325K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$36.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$317K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$462 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $1.16M | -$317K | -15,554 | -22% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $65.4K | – | – | – |
|
|
3
JP Morgan Chase
New York
| $36.6K | +$36.5K | +1,791 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$462 | -22 | Closed |
|
RTAI Hedge Fund Activity: Q2 2023 in Review
3 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q2 2023, worth a combined $1.26M — down 21% from $1.58M a quarter earlier.
Fund positioning in RTAI was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $36.5K. The largest seller was Belpointe Asset Management, cutting an estimated $317K.
- 3 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $1.26M of Rareview Tax Advantaged Income ETF stock for Q2 2023, down 21% quarter-over-quarter.
- 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Rareview Tax Advantaged Income ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $36.5K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q2 2023 was Belpointe Asset Management, an estimated $317K sold.
Based on aggregated 13F filings for Q2 2023.