Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
3 hedge funds and large institutions have $1.3M invested in Rareview Tax Advantaged Income ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3.58% less ownership
Funds ownership: 10.12% → 6.54% (-3.6%)
25% less funds holding
Funds holding: 4 → 3 (-1)
37% less capital invested
Capital invested by funds: $2.05M → $1.3M (-$754K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$4.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$676K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $774K | -$108K | -5,199 | -13% |
|
|
SMH
2
Sanders Morris Harris
Houston,
Texas
| $447K | +$4.12K | +198 | +1% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $78.4K | – | – | – |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| – | -$676K | -31,952 | Closed |
|
RTAI Hedge Fund Activity: Q2 2024 in Review
3 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q2 2024, worth a combined $1.3M — down 37% from $2.05M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of RTAI and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Sanders Morris Harris, adding an estimated $4.12K. The largest seller was Old Mission Capital, exiting entirely with an estimated $676K sold.
- 3 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q2 2024, down from 4 in Q1 2024.
- Funds reported $1.3M of Rareview Tax Advantaged Income ETF stock for Q2 2024, down 37% quarter-over-quarter.
- 0 funds opened new Rareview Tax Advantaged Income ETF positions in Q2 2024 and 1 closed out, a net change of -1 holder.
- The largest Rareview Tax Advantaged Income ETF buyer in Q2 2024 was Sanders Morris Harris, an estimated $4.12K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q2 2024 was Old Mission Capital, an estimated $676K sold.
Based on aggregated 13F filings for Q2 2024.