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RTAI

Rareview Tax Advantaged Income ETF

3 hedge funds and large institutions have $2.48M invested in Rareview Tax Advantaged Income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more capital invested

Capital invested by funds: $1.26M → $2.48M (+$1.23M)

6.88% more ownership

Funds ownership: 6.15% → 13.03% (+6.9%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 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
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$36.6K

RTAI Hedge Fund Activity: Q3 2023 in Review

3 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q3 2023, worth a combined $2.48M — up 97% from $1.26M a quarter earlier.

Fund positioning in RTAI was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Belpointe Asset Management, adding an estimated $1.14M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $36.6K sold.

  • 3 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.48M of Rareview Tax Advantaged Income ETF stock for Q3 2023, up 97% quarter-over-quarter.
  • 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest Rareview Tax Advantaged Income ETF buyer in Q3 2023 was Belpointe Asset Management, an estimated $1.14M added.
  • The largest Rareview Tax Advantaged Income ETF seller in Q3 2023 was JP Morgan Chase, an estimated $36.6K sold.

Based on aggregated 13F filings for Q3 2023.