Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
4 hedge funds and large institutions have $2.05M invested in Rareview Tax Advantaged Income ETF in 2024 Q1 according to their latest regulatory filings, with 1 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
0.06% more ownership
Funds ownership: 10.06% → 10.12% (+0.06%)
0% less capital invested
Capital invested by funds: $2.06M → $2.05M (-$5.09K)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$666K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$42.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$393K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$352K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $868K | -$352K | -16,908 | -29% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $676K | +$666K | +31,952 | New |
|
|
SMH
3
Sanders Morris Harris
Houston,
Texas
| $434K | +$42.2K | +2,023 | +11% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $76.8K | +$8.96K | +430 | +13% |
|
|
GS
5
GTS Securities
New York
| – | -$393K | -18,816 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$2.4K | -115 | Closed |
|
RTAI Hedge Fund Activity: Q1 2024 in Review
4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q1 2024, worth a combined $2.05M — down 0.25% from $2.06M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RTAI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $666K. The largest seller was GTS Securities, exiting entirely with an estimated $393K sold.
- 4 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q1 2024, down from 5 in Q4 2023.
- Funds reported $2.05M of Rareview Tax Advantaged Income ETF stock for Q1 2024, down 0.25% quarter-over-quarter.
- 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest Rareview Tax Advantaged Income ETF buyer in Q1 2024 was Old Mission Capital, an estimated $666K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q1 2024 was GTS Securities, an estimated $393K sold.
Based on aggregated 13F filings for Q1 2024.