Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
7 hedge funds and large institutions have $1.53M invested in Rareview Tax Advantaged Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
0.78% less ownership
Funds ownership: 8.69% → 7.91% (-0.78%)
13% less capital invested
Capital invested by funds: $1.75M → $1.53M (-$222K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$150K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$6.08K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.01K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$202K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $600K | -$153K | -7,118 | -20% |
|
|
SMH
2
Sanders Morris Harris
Houston,
Texas
| $457K | +$6.08K | +283 | +1% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $263K | +$150K | +6,987 | +130% |
|
|
GS
4
GTS Securities
New York
| $200K | -$202K | -9,404 | -50% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $4.94K | +$5.01K | +233 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.71K | +$4.6K | +214 | +2,675% |
|
7
Morgan Stanley
New York
| $26 | – | – | – |
|
RTAI Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q1 2025, worth a combined $1.53M — down 13% from $1.75M 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 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $150K. The largest seller was GTS Securities, cutting an estimated $202K.
- 7 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $1.53M of Rareview Tax Advantaged Income ETF stock for Q1 2025, down 13% quarter-over-quarter.
- 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Rareview Tax Advantaged Income ETF buyer in Q1 2025 was Osaic Holdings, an estimated $150K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q1 2025 was GTS Securities, an estimated $202K sold.
Based on aggregated 13F filings for Q1 2025.