Rareview Total Return Bond ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
+$935K |
| 2 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
+$585K |
| 3 |
Morgan Stanley
New York
|
+$437K |
| 4 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
RTRE Hedge Fund Activity: Q3 2025 in Review
10 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Rareview Total Return Bond ETF (RTRE) for Q3 2025, worth a combined $30.5M — up 0.07% from $30.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RTRE and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.
The largest buyer was Oregon Pacific Wealth Management, opening a new position worth an estimated $935K. The largest seller was Belpointe Asset Management, cutting an estimated $2.04M.
- 10 institutional investors held Rareview Total Return Bond ETF (RTRE) as of Q3 2025, down from 11 in Q2 2025.
- Funds reported $30.5M of Rareview Total Return Bond ETF stock for Q3 2025, up 0.07% quarter-over-quarter.
- 2 funds opened new Rareview Total Return Bond ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest Rareview Total Return Bond ETF buyer in Q3 2025 was Oregon Pacific Wealth Management, an estimated $935K added.
- The largest Rareview Total Return Bond ETF seller in Q3 2025 was Belpointe Asset Management, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2025.