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RTAI

Rareview Tax Advantaged Income ETF
RTAI

6 hedge funds and large institutions have $1.78M invested in Rareview Tax Advantaged Income ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $1.23M → $1.78M (+$551K)

3.07% more ownership

Funds ownership: 6.84% → 9.91% (+3.1%)

14% less funds holding

Funds holding: 7 → 6 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMH
Sanders Morris Harris
Texas
+$382K
2
BAM
Belpointe Asset Management
Nevada
+$109K
3
GS
GTS Securities
Florida
+$102K
4
UBS Group
UBS Group
Switzerland
+$6.26K

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$2.22K
2
Morgan Stanley
Morgan Stanley
New York
-$26

RTAI Hedge Fund Activity: Q1 2026 in Review

6 of the 8,206 institutional investors tracked by Wall St. Rank reported a position in Rareview Tax Advantaged Income ETF (RTAI) for Q1 2026, worth a combined $1.78M — up 45% from $1.23M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of RTAI and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.

The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $382K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $2.22K sold.

  • 6 institutional investors held Rareview Tax Advantaged Income ETF (RTAI) as of Q1 2026, down from 7 in Q4 2025.
  • Funds reported $1.78M of Rareview Tax Advantaged Income ETF stock for Q1 2026, up 45% quarter-over-quarter.
  • 1 fund opened new Rareview Tax Advantaged Income ETF positions in Q1 2026 and 2 closed out, a net change of -1 holder.
  • The largest Rareview Tax Advantaged Income ETF buyer in Q1 2026 was Sanders Morris Harris, an estimated $382K added.
  • The largest Rareview Tax Advantaged Income ETF seller in Q1 2026 was SageView Advisory Group, an estimated $2.22K sold.

Based on aggregated 13F filings for Q1 2026.