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RTAI

Rareview Tax Advantaged Income ETF
RTAI

Delisted

RTAI was delisted on the 31st of July, 2026.

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6 hedge funds and large institutions have $1.36M invested in Rareview Tax Advantaged Income ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $696K → $1.36M (+$665K)

50% more funds holding

Funds holding: 4 → 6 (+2)

3.54% more ownership

Funds ownership: 4.02% → 7.56% (+3.5%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMH
Sanders Morris Harris
Texas
+$415K
2
BAM
Belpointe Asset Management
Nevada
+$193K
3
SIS
Sound Income Strategies
Florida
+$10.4K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.45K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$805K +$193K +9,363 +33%
SMH
2
Sanders Morris Harris
Texas
$431K +$415K +20,161 New
Osaic Holdings
3
Osaic Holdings
Arizona
$110K – – –
SIS
4
Sound Income Strategies
Florida
$10.8K +$10.4K +506 New
UBS Group
5
UBS Group
Switzerland
$3.81K -$2.45K -119 -40%
Morgan Stanley
6
Morgan Stanley
New York
$26 – – –

RTAI Hedge Fund Activity: Q3 2025 in Review

6 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q3 2025, worth a combined $1.36M — up 95% from $696K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RTAI positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $415K. The largest seller was UBS Group, cutting an estimated $2.45K.

  • 6 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q3 2025, up from 4 in Q2 2025.
  • Funds reported $1.36M of Rareview Tax Advantaged Income ETF stock for Q3 2025, up 95% quarter-over-quarter.
  • 2 funds opened new Rareview Tax Advantaged Income ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
  • The largest Rareview Tax Advantaged Income ETF buyer in Q3 2025 was Sanders Morris Harris, an estimated $415K added.
  • The largest Rareview Tax Advantaged Income ETF seller in Q3 2025 was UBS Group, an estimated $2.45K sold.

Based on aggregated 13F filings for Q3 2025.