RAREVIEW TOTAL RETURN BD ETF (RTRE) Institutional Ownership Changes & 13F Activity
RAREVIEW TOTAL RETURN BD ETF (RTRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Belpointe Asset Management Llc, Astoria Portfolio Advisors Llc., Oregon Pacific Wealth Management, Llc, Citadel Advisors Llc, and Pfg Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Hobbs Group Advisors, Llc | Buy | +2,984 | +1.9% | 158,549 | $3.97M | Q1 2026 | May 20, 2026 |
| Citadel Advisors Llc | Buy | +18,979 | — | 18,979 | $475.14K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +3,910 | — | 3,910 | $97.89K | Q1 2026 | May 15, 2026 |
| Geowealth Management, Llc | Buy | +845 | +7.5% | 12,114 | $303.28K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -4,817 | -33.2% | 9,699 | $242.82K | Q1 2026 | May 12, 2026 |
| Pfg Advisors | Buy | +8,007 | — | 8,007 | $200.46K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Buy | +59 | — | 59 | $1.48K | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management Llc | Buy | +256,753 | +22.1% | 1,416,149 | $35.45M | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors Llc. | Sell | -89,919 | -27.1% | 242,189 | $6.09M | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, Llc | Buy | +1,310 | +5.5% | 25,005 | $626.01K | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, Llc | Buy | +932 | — | 932 | $23.32K | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | Buy | +867 | +4.2% | 21,626 | $541.41K | Q1 2026 | Apr 27, 2026 |
| Oregon Pacific Wealth Management, Llc | Buy | +27,203 | +86.9% | 58,501 | $1.46M | Q1 2026 | Apr 23, 2026 |
| Independent Wealth Network Inc. | Buy | +359 | +1.3% | 27,025 | $676.58K | Q1 2026 | Apr 21, 2026 |
| Silverlake Wealth Management Llc | Buy | +3,083 | +26.3% | 14,820 | $371.02K | Q1 2026 | Apr 15, 2026 |
Frequently asked questions about RTRE activity
Which institutional owners are buying RTRE?
Institutional owners buying RTRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RTRE activity?
"Buy" means an investor increased their reported position in RTRE compared to the prior reporting period. This reflects growing exposure to RAREVIEW TOTAL RETURN BD ETF (RTRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RTRE increasing?
Institutional interest in RTRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.