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RTRE

Rareview Total Return Bond ETF
RTRE

11 hedge funds and large institutions have $28.8M invested in Rareview Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding

Funds holding: 7 → 11 (+4)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

34% more capital invested

Capital invested by funds: $21.6M → $28.8M (+$7.23M)

2% more ownership

Funds ownership: 75.88% → 77.89% (+2%)

Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$4.59M
2
HGA
Hobbs Group Advisors
South Carolina
+$2.37M
3
GS
GWN Securities
Florida
+$516K
4
PWM
Puff Wealth Management
New Jersey
+$284K
5
LA
Latitude Advisors
Florida
+$227K

Top Sellers

1
APA
Astoria Portfolio Advisors
New York
-$272K
2
Citadel Advisors
Citadel Advisors
Florida
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$18.9M +$4.59M +184,971 +32%
APA
2
Astoria Portfolio Advisors
New York
$4.87M -$272K -10,975 -5%
HGA
3
Hobbs Group Advisors
South Carolina
$2.39M +$2.37M +95,504 New
Citadel Advisors
4
Citadel Advisors
Florida
$660K -$255K -10,264 -28%
IWN
5
Independent Wealth Network
Iowa
$557K +$49.6K +2,000 +10%
LA
6
Latitude Advisors
Florida
$553K +$227K +9,149 +71%
GS
7
GWN Securities
Florida
$520K +$516K +20,785 New
PWM
8
Puff Wealth Management
New Jersey
$287K +$284K +11,465 New
BCWM
9
Bartlett & Co Wealth Management
Ohio
$5.21K +$5.16K +208 New
Osaic Holdings
10
Osaic Holdings
Arizona
$4.33K – – –
AWM
11
AE Wealth Management
Kansas
$175 – – –