Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
3 hedge funds and large institutions have $2.48M invested in Rareview Tax Advantaged Income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
97% more capital invested
Capital invested by funds: $1.26M → $2.48M (+$1.23M)
6.88% more ownership
Funds ownership: 6.15% → 13.03% (+6.9%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.14M |
| 2 |
GS
GTS Securities
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$36.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $2.07M | +$1.14M | +57,645 | +102% |
|
|
GS
2
GTS Securities
New York
| $353K | +$385K | +19,468 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $58.1K | – | – | – |
|
|
4
JP Morgan Chase
New York
| – | -$36.6K | -1,791 | Closed |
|
RTAI Hedge Fund Activity: Q3 2023 in Review
3 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q3 2023, worth a combined $2.48M — up 97% from $1.26M a quarter earlier.
Fund positioning in RTAI was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Belpointe Asset Management, adding an estimated $1.14M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $36.6K sold.
- 3 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $2.48M of Rareview Tax Advantaged Income ETF stock for Q3 2023, up 97% quarter-over-quarter.
- 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Rareview Tax Advantaged Income ETF buyer in Q3 2023 was Belpointe Asset Management, an estimated $1.14M added.
- The largest Rareview Tax Advantaged Income ETF seller in Q3 2023 was JP Morgan Chase, an estimated $36.6K sold.
Based on aggregated 13F filings for Q3 2023.