Who Owns RDFI?
Rareview Dynamic Fixed Income ETF — Institutional Ownership & 13F Holdings
$23.81
+0.16 (+0.68%)
Market Cap
$62.9M
Shares Outstanding
3,097,921
Institutional Holders
11
Total Inst. Value
$23.8M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
4
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $12.3M | 519,462 |
| 2 | Wealthcare Advisory Partners LLC | $3.1M | 130,235 |
| 3 | Independent Wealth Network Inc.New | $3.1M | 129,061 |
| 4 | OSAIC HOLDINGS, INC. | $3.0M | 124,779 |
| 5 | Clear Creek Financial Management, LLC | $1.2M | 50,226 |
| 6 | GTS SECURITIES LLC | $499K | 21,067 |
| 7 | Astoria Portfolio Advisors LLC.New | $461K | 20,180 |
| 8 | Integrated Wealth Concepts LLC | $213K | 9,007 |
| 9 | AE Wealth Management LLC | $13K | 561 |
| 10 | BARTLETT & CO. WEALTH MANAGEMENT LLCNew | $1K | 69 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Wealthcare Advisory Partners LLC | +13K | $3.1M |
| Independent Wealth Network Inc.New | +129K | $3.1M |
| OSAIC HOLDINGS, INC. | +124K | $3.0M |
| Clear Creek Financial Management, LLC | +2K | $1.2M |
| Astoria Portfolio Advisors LLC.New | +20K | $461K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Belpointe Asset Management LLC | -55K | $12.3M |
| GTS SECURITIES LLC | -13K | $499K |
| Integrated Wealth Concepts LLC | -2K | $213K |
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Frequently Asked Questions
How many institutional investors hold RDFI?
As of Q1 2025, 11 institutional investors report holding RDFI (Rareview Dynamic Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most RDFI?
The largest institutional holder of RDFI is Belpointe Asset Management LLC with $12.3M in shares.
Are institutions buying or selling RDFI?
This quarter, 3 institutions opened new positions in RDFI and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.