Rareview Total Return Bond ETF
RTRE
7 hedge funds and large institutions have $21.6M invested in Rareview Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
38% more capital invested
Capital invested by funds: $15.6M → $21.6M (+$5.96M)
11.63% more ownership
Funds ownership: 64.25% → 75.88% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
Astoria Portfolio Advisors
New York
|
+$5.28M |
| 2 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$512K |
| 3 |
LA
Latitude Advisors
Vero Beach,
Florida
|
+$328K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$230K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$57.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$23.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $14.8M | +$57.5K | +2,271 | +0.4% |
|
|
APA
2
Astoria Portfolio Advisors
New York
| $5.08M | +$5.28M | +208,480 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $903K | +$230K | +9,100 | +33% |
|
|
IWN
4
Independent Wealth Network
Urbandale,
Iowa
| $499K | +$512K | +20,238 | New |
|
|
LA
5
Latitude Advisors
Vero Beach,
Florida
| $319K | +$328K | +12,942 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $4.26K | +$4.38K | +173 | New |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $173 | +$177 | +7 | New |
|
|
8
JP Morgan Chase
New York
| – | -$23.2K | -889 | Closed |
|
RTRE Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rareview Total Return Bond ETF (RTRE) for Q4 2024, worth a combined $21.6M — up 38% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RTRE positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Astoria Portfolio Advisors, opening a new position worth an estimated $5.28M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $23.2K sold.
- 7 institutional investors held Rareview Total Return Bond ETF (RTRE) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $21.6M of Rareview Total Return Bond ETF stock for Q4 2024, up 38% quarter-over-quarter.
- 5 funds opened new Rareview Total Return Bond ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Rareview Total Return Bond ETF buyer in Q4 2024 was Astoria Portfolio Advisors, an estimated $5.28M added.
- The largest Rareview Total Return Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $23.2K sold.
Based on aggregated 13F filings for Q4 2024.