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RTRE
Rareview Total Return Bond ETF
RTRE
RTRE
10 hedge funds and large institutions have $30.5M invested in Rareview Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more capital invested
Capital invested by funds: $30.4M → $30.5M (+$21.9K)
3.58% less ownership
Funds ownership: 79.94% → 76.36% (-3.6%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$2.04M |
| 2 |
APA
Astoria Portfolio Advisors
New York
|
-$203K |
| 3 |
PWM
Puff Wealth Management
Haddonfield,
New Jersey
|
-$88.4K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$47.1K |
| 5 |
LA
Latitude Advisors
Vero Beach,
Florida
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $17.3M | -$2.04M | -81,200 | -11% |
|
|
APA
2
Astoria Portfolio Advisors
New York
| $5.79M | -$203K | -8,098 | -3% |
|
|
HGA
3
Hobbs Group Advisors
Columbia,
South Carolina
| $3.59M | +$585K | +23,290 | +20% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.08M | -$47.1K | -1,875 | -4% |
|
|
OPWM
5
Oregon Pacific Wealth Management
Medford,
Oregon
| $945K | +$935K | +37,213 | New |
|
|
IWN
6
Independent Wealth Network
Urbandale,
Iowa
| $603K | +$39K | +1,554 | +7% |
|
|
LA
7
Latitude Advisors
Vero Beach,
Florida
| $448K | -$11.5K | -459 | -3% |
|
8
Morgan Stanley
New York
| $442K | +$437K | +17,383 | New |
|
|
PWM
9
Puff Wealth Management
Haddonfield,
New Jersey
| $289K | -$88.4K | -3,517 | -24% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $178 | – | – | – |
|
|
NWM
11
Nova Wealth Management
Bonita Springs,
Florida
| – | -$8.81K | -351 | Closed |
|
|
WCM
12
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$3.44K | -137 | Closed |
|
|
BCWM
13
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$452 | -18 | Closed |
|