Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
5 hedge funds and large institutions have $1.59M invested in Rareview Tax Advantaged Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
22% more capital invested
Capital invested by funds: $1.3M → $1.59M (+$285K)
0.98% more ownership
Funds ownership: 6.54% → 7.52% (+0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$203K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.9K |
| 3 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$3.97K |
| 4 |
Morgan Stanley
New York
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$8.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $804K | -$8.27K | -375 | -1% |
|
|
SMH
2
Sanders Morris Harris
Houston,
Texas
| $473K | +$3.97K | +180 | +0.9% |
|
|
GS
3
GTS Securities
New York
| $209K | +$203K | +9,206 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $99.6K | +$16.9K | +765 | +21% |
|
|
5
Morgan Stanley
New York
| $27 | +$22 | +1 | New |
|
RTAI Hedge Fund Activity: Q3 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q3 2024, worth a combined $1.59M — up 22% from $1.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RTAI positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $203K. The largest seller was Belpointe Asset Management, cutting an estimated $8.27K.
- 5 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q3 2024, up from 3 in Q2 2024.
- Funds reported $1.59M of Rareview Tax Advantaged Income ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 2 funds opened new Rareview Tax Advantaged Income ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest Rareview Tax Advantaged Income ETF buyer in Q3 2024 was GTS Securities, an estimated $203K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q3 2024 was Belpointe Asset Management, an estimated $8.27K sold.
Based on aggregated 13F filings for Q3 2024.