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RTAI

Rareview Tax Advantaged Income ETF
RTAI

3 hedge funds and large institutions have $1.26M invested in Rareview Tax Advantaged Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.16% less ownership

Funds ownership: 7.31% → 6.15% (-1.2%)

21% less capital invested

Capital invested by funds: $1.58M → $1.26M (-$325K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$36.5K

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$317K
2
UBS Group
UBS Group
Switzerland
-$462

RTAI Hedge Fund Activity: Q2 2023 in Review

3 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q2 2023, worth a combined $1.26M — down 21% from $1.58M a quarter earlier.

Fund positioning in RTAI was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $36.5K. The largest seller was Belpointe Asset Management, cutting an estimated $317K.

  • 3 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.26M of Rareview Tax Advantaged Income ETF stock for Q2 2023, down 21% quarter-over-quarter.
  • 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest Rareview Tax Advantaged Income ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $36.5K added.
  • The largest Rareview Tax Advantaged Income ETF seller in Q2 2023 was Belpointe Asset Management, an estimated $317K sold.

Based on aggregated 13F filings for Q2 2023.