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RTRE

Rareview Total Return Bond ETF
RTRE

12 hedge funds and large institutions have $46.1M invested in Rareview Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

51% more capital invested

Capital invested by funds: $30.5M → $46.1M (+$15.7M)

20% more funds holding

Funds holding: 10 → 12 (+2)

16.11% more ownership

Funds ownership: 76.36% → 92.47% (+16%)

Holders
12
Holders Change
+2
Holders Change %
+20%
% 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
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$12.2M
2
APA
Astoria Portfolio Advisors
New York
+$2.66M
3
PWM
Puff Wealth Management
New Jersey
+$591K
4
WIA
World Investment Advisors
California
+$527K
5
Jane Street
Jane Street
New York
+$369K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
2
Morgan Stanley
Morgan Stanley
New York
-$442K
3
OPWM
Oregon Pacific Wealth Management
Oregon
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$29.3M +$12.2M +479,464 +71%
APA
2
Astoria Portfolio Advisors
New York
$8.52M +$2.66M +104,564 +46%
HGA
3
Hobbs Group Advisors
South Carolina
$3.93M +$361K +14,220 +10%
PWM
4
Puff Wealth Management
New Jersey
$874K +$591K +23,281 +204%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$790K -$150K -5,915 -16%
IWN
6
Independent Wealth Network
Iowa
$673K +$74.6K +2,935 +12%
LA
7
Latitude Advisors
Florida
$598K +$154K +6,061 +34%
WIA
8
World Investment Advisors
California
$524K +$527K +20,759 New
Jane Street
9
Jane Street
New York
$366K +$369K +14,516 New
SWM
10
Silverlake Wealth Management
Vermont
$296K +$298K +11,737 New
GM
11
GeoWealth Management
Illinois
$284K +$286K +11,269 New
AWM
12
AE Wealth Management
Kansas
$177 – – –
Citadel Advisors
13
Citadel Advisors
Florida
– -$1.08M -42,693 Closed
Morgan Stanley
14
Morgan Stanley
New York
– -$442K -17,383 Closed

RTRE Hedge Fund Activity: Q4 2025 in Review

12 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Rareview Total Return Bond ETF (RTRE) for Q4 2025, worth a combined $46.1M — up 51% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RTRE positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Belpointe Asset Management, adding an estimated $12.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.08M sold.

  • 12 institutional investors held Rareview Total Return Bond ETF (RTRE) as of Q4 2025, up from 10 in Q3 2025.
  • Funds reported $46.1M of Rareview Total Return Bond ETF stock for Q4 2025, up 51% quarter-over-quarter.
  • 4 funds opened new Rareview Total Return Bond ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
  • The largest Rareview Total Return Bond ETF buyer in Q4 2025 was Belpointe Asset Management, an estimated $12.2M added.
  • The largest Rareview Total Return Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2025.