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Rareview Tax Advantaged Income ETF
RTAI

7 hedge funds and large institutions have $1.23M invested in Rareview Tax Advantaged Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

10% less capital invested

Capital invested by funds: $1.36M → $1.23M (-$134K)

Holders
7
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$295K
2
+$3.32K
3
+$2.21K

Top Sellers

1
-$431K
2
-$767
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$799K
GS
2
GTS Securities
New York
$294K
Osaic Holdings
3
Osaic Holdings
Arizona
$115K
SIS
4
Sound Income Strategies
Florida
$10.9K
UBS Group
5
UBS Group
Switzerland
$7.09K
SAG
6
SageView Advisory Group
California
$2.22K
Morgan Stanley
7
Morgan Stanley
New York
$26
SMH
8
Sanders Morris Harris
Texas
–