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RTAI

Rareview Tax Advantaged Income ETF
RTAI

Delisted

RTAI was delisted on the 31st of July, 2026.

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5 hedge funds and large institutions have $2.06M invested in Rareview Tax Advantaged Income ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

2.97% less ownership

Funds ownership: 13.03% → 10.06% (-3%)

17% less capital invested

Capital invested by funds: $2.48M → $2.06M (-$423K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMH
Sanders Morris Harris
Texas
+$354K
2
UBS Group
UBS Group
Switzerland
+$2.2K

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$1.08M
2
GS
GTS Securities
New York
-$12.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$1.21M -$1.08M -56,177 -49%
GS
2
GTS Securities
New York
$393K -$12.5K -652 -3%
SMH
3
Sanders Morris Harris
Texas
$387K +$354K +18,475 New
Osaic Holdings
4
Osaic Holdings
Arizona
$66.8K – – –
UBS Group
5
UBS Group
Switzerland
$2.4K +$2.2K +115 New

RTAI Hedge Fund Activity: Q4 2023 in Review

5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q4 2023, worth a combined $2.06M — down 17% from $2.48M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RTAI positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $354K. The largest seller was Belpointe Asset Management, cutting an estimated $1.08M.

  • 5 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $2.06M of Rareview Tax Advantaged Income ETF stock for Q4 2023, down 17% quarter-over-quarter.
  • 2 funds opened new Rareview Tax Advantaged Income ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Rareview Tax Advantaged Income ETF buyer in Q4 2023 was Sanders Morris Harris, an estimated $354K added.
  • The largest Rareview Tax Advantaged Income ETF seller in Q4 2023 was Belpointe Asset Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2023.