Rareview Tax Advantaged Income ETF
RTAI
RTAI was delisted on the 31st of July, 2026.
7 hedge funds and large institutions have $1.23M invested in Rareview Tax Advantaged Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.72% less ownership
Funds ownership: 7.56% → 6.84% (-0.72%)
10% less capital invested
Capital invested by funds: $1.36M → $1.23M (-$134K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$295K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.32K |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$2.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$431K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$767 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $799K | -$767 | -36 | -0.1% |
|
|
GS
2
GTS Securities
New York
| $294K | +$295K | +13,842 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $115K | – | – | – |
|
|
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.9K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $7.09K | +$3.32K | +156 | +88% |
|
|
SAG
6
SageView Advisory Group
Newport Beach,
California
| $2.22K | +$2.21K | +104 | New |
|
7
Morgan Stanley
New York
| $26 | – | – | – |
|
|
SMH
8
Sanders Morris Harris
Houston,
Texas
| – | -$431K | -20,161 | Closed |
|
RTAI Hedge Fund Activity: Q4 2025 in Review
7 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q4 2025, worth a combined $1.23M — down 9.8% from $1.36M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RTAI positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $295K. The largest seller was Sanders Morris Harris, exiting entirely with an estimated $431K sold.
- 7 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $1.23M of Rareview Tax Advantaged Income ETF stock for Q4 2025, down 9.8% quarter-over-quarter.
- 2 funds opened new Rareview Tax Advantaged Income ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Rareview Tax Advantaged Income ETF buyer in Q4 2025 was GTS Securities, an estimated $295K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q4 2025 was Sanders Morris Harris, an estimated $431K sold.
Based on aggregated 13F filings for Q4 2025.