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RTRE

Rareview Total Return Bond ETF
RTRE

16 hedge funds and large institutions have $50.5M invested in Rareview Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

33% more funds holding

Funds holding: 12 → 16 (+4)

10% more capital invested

Capital invested by funds: $46.1M → $50.5M (+$4.42M)

11.12% less ownership

Funds ownership: 92.47% → 81.35% (-11%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$6.5M
2
OPWM
Oregon Pacific Wealth Management
Oregon
+$689K
3
Citadel Advisors
Citadel Advisors
Florida
+$481K
4
PA
PFG Advisors
Arizona
+$203K
5
Morgan Stanley
Morgan Stanley
New York
+$99K

Top Sellers

Rank Fund Capital Flow
1
APA
Astoria Portfolio Advisors
New York
-$2.28M
2
Jane Street
Jane Street
New York
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$35.5M +$6.5M +256,753 +22%
APA
2
Astoria Portfolio Advisors
New York
$6.09M -$2.28M -89,919 -27%
HGA
3
Hobbs Group Advisors
South Carolina
$3.97M +$75.6K +2,984 +2%
OPWM
4
Oregon Pacific Wealth Management
Oregon
$1.46M +$689K +27,203 +87%
IWN
5
Independent Wealth Network
Iowa
$677K +$9.09K +359 +1%
LA
6
Latitude Advisors
Florida
$626K +$33.2K +1,310 +6%
WIA
7
World Investment Advisors
California
$541K +$22K +867 +4%
Citadel Advisors
8
Citadel Advisors
Florida
$475K +$481K +18,979 New
SWM
9
Silverlake Wealth Management
Vermont
$371K +$78.1K +3,083 +26%
GM
10
GeoWealth Management
Illinois
$303K +$21.4K +845 +7%
Jane Street
11
Jane Street
New York
$243K -$122K -4,817 -33%
PA
12
PFG Advisors
Arizona
$200K +$203K +8,007 New
Morgan Stanley
13
Morgan Stanley
New York
$97.9K +$99K +3,910 New
SIS
14
Sound Income Strategies
Florida
$23.3K +$23.6K +932 New
UBS Group
15
UBS Group
Switzerland
$1.48K +$1.49K +59 New
AWM
16
AE Wealth Management
Kansas
$175 – – –

RTRE Hedge Fund Activity: Q1 2026 in Review

16 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Rareview Total Return Bond ETF (RTRE) for Q1 2026, worth a combined $50.5M — up 9.6% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RTRE positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Belpointe Asset Management, adding an estimated $6.5M. The largest seller was Astoria Portfolio Advisors, cutting an estimated $2.28M.

  • 16 institutional investors held Rareview Total Return Bond ETF (RTRE) as of Q1 2026, up from 12 in Q4 2025.
  • Funds reported $50.5M of Rareview Total Return Bond ETF stock for Q1 2026, up 9.6% quarter-over-quarter.
  • 5 funds opened new Rareview Total Return Bond ETF positions in Q1 2026 and 0 closed out, a net change of +5 holders.
  • The largest Rareview Total Return Bond ETF buyer in Q1 2026 was Belpointe Asset Management, an estimated $6.5M added.
  • The largest Rareview Total Return Bond ETF seller in Q1 2026 was Astoria Portfolio Advisors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2026.