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Rareview Tax Advantaged Income ETF

7 hedge funds and large institutions have $1.53M invested in Rareview Tax Advantaged Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$600K -$151K -7,118 -20%
SMH
2
Sanders Morris Harris
Texas
$457K +$6.03K +283 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$263K +$148K +6,987 +130%
GS
4
GTS Securities
New York
$200K -$199K -9,404 -50%
AWM
5
AE Wealth Management
Kansas
$4.94K +$4.94K +233 New
UBS Group
6
UBS Group
Switzerland
$4.71K +$4.54K +214 +2,675%
Morgan Stanley
7
Morgan Stanley
New York
$26