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RTRE

Rareview Total Return Bond ETF
RTRE

11 hedge funds and large institutions have $30.4M invested in Rareview Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

6% more capital invested

Capital invested by funds: $28.8M → $30.4M (+$1.65M)

2.05% more ownership

Funds ownership: 77.89% → 79.94% (+2.1%)

0% more funds holding

Funds holding: 11 → 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APA
Astoria Portfolio Advisors
New York
+$944K
2
HGA
Hobbs Group Advisors
South Carolina
+$558K
3
Citadel Advisors
Citadel Advisors
Florida
+$451K
4
BAM
Belpointe Asset Management
Nevada
+$118K
5
PWM
Puff Wealth Management
New Jersey
+$85.3K

Top Sellers

1
GS
GWN Securities
Florida
-$520K
2
LA
Latitude Advisors
Florida
-$99K
3
BCWM
Bartlett & Co Wealth Management
Ohio
-$4.71K
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.33K
5
IWN
Independent Wealth Network
Iowa
-$1.51K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$19.1M +$118K +4,767 +0.6%
APA
2
Astoria Portfolio Advisors
New York
$5.86M +$944K +38,137 +19%
HGA
3
Hobbs Group Advisors
South Carolina
$2.96M +$558K +22,551 +24%
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M +$451K +18,198 +69%
IWN
5
Independent Wealth Network
Iowa
$556K -$1.51K -61 -0.3%
LA
6
Latitude Advisors
Florida
$454K -$99K -3,998 -18%
PWM
7
Puff Wealth Management
New Jersey
$374K +$85.3K +3,443 +30%
NWM
8
Nova Wealth Management
Florida
$8.81K +$8.69K +351 New
WCM
9
WealthTrak Capital Management
Virginia
$3.44K +$3.39K +137 New
BCWM
10
Bartlett & Co Wealth Management
Ohio
$452 -$4.71K -190 -91%
AWM
11
AE Wealth Management
Kansas
$176 – – –
GS
12
GWN Securities
Florida
– -$520K -20,785 Closed
Osaic Holdings
13
Osaic Holdings
Arizona
– -$4.33K -173 Closed