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Rareview Tax Advantaged Income ETF

5 hedge funds and large institutions have $2.06M invested in Rareview Tax Advantaged Income ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$1.21M -$1.17M -56,177 -49%
GS
2
GTS Securities
New York
$393K -$13.6K -652 -3%
SMH
3
Sanders Morris Harris
Texas
$387K +$387K +18,475 New
Osaic Holdings
4
Osaic Holdings
Arizona
$66.8K
UBS Group
5
UBS Group
Switzerland
$2.4K +$2.4K +115 New