Rareview Tax Advantaged Income ETF
RTAI
5 hedge funds and large institutions have $1.28M invested in Rareview Tax Advantaged Income ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2.92% less ownership
Funds ownership: 9.91% → 6.99% (-2.9%)
17% less funds holding
Funds holding: 6 → 5 (-1)
28% less capital invested
Capital invested by funds: $1.78M → $1.28M (-$494K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$424K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$196K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$62.6K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$60.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$887K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$370K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.6K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$10.5K |
RTAI Hedge Fund Activity: Q2 2026 in Review
5 of the 8,344 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q2 2026, worth a combined $1.28M — down 28% from $1.78M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RTAI and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Wells Fargo, opening a new position worth an estimated $424K. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $887K sold.
- 5 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q2 2026, down from 6 in Q1 2026.
- Funds reported $1.28M of Rareview Tax Advantaged Income ETF stock for Q2 2026, down 28% quarter-over-quarter.
- 2 funds opened new Rareview Tax Advantaged Income ETF positions in Q2 2026 and 3 closed out, a net change of -1 holder.
- The largest Rareview Tax Advantaged Income ETF buyer in Q2 2026 was Wells Fargo, an estimated $424K added.
- The largest Rareview Tax Advantaged Income ETF seller in Q2 2026 was Belpointe Asset Management, an estimated $887K sold.
Based on aggregated 13F filings for Q2 2026.