Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
6 hedge funds and large institutions have $1.75M invested in Rareview Tax Advantaged Income ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
11% more capital invested
Capital invested by funds: $1.59M → $1.75M (+$167K)
1.17% more ownership
Funds ownership: 7.52% → 8.69% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$212K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$22K |
| 3 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$6.04K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$176 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $785K | -$1.1K | -50 | -0.1% |
|
|
SMH
2
Sanders Morris Harris
Houston,
Texas
| $450K | +$6.04K | +275 | +1% |
|
|
GS
3
GTS Securities
New York
| $402K | +$212K | +9,646 | +105% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $115K | +$22K | +1,000 | +23% |
|
|
5
UBS Group
Zurich,
Switzerland
| $170 | +$176 | +8 | New |
|
6
Morgan Stanley
New York
| $26 | – | – | – |
|
RTAI Hedge Fund Activity: Q4 2024 in Review
6 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q4 2024, worth a combined $1.75M — up 11% from $1.59M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new RTAI positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, adding an estimated $212K. The largest seller was Belpointe Asset Management, cutting an estimated $1.1K.
- 6 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $1.75M of Rareview Tax Advantaged Income ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest Rareview Tax Advantaged Income ETF buyer in Q4 2024 was GTS Securities, an estimated $212K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q4 2024 was Belpointe Asset Management, an estimated $1.1K sold.
Based on aggregated 13F filings for Q4 2024.