FolioBeyond Rising Rate ETF (RISR) Institutional Ownership

$34.60
-0.12 (-0.35%)
(As of 01:56 PM ET)

Institutional Ownership Changes (13F Filings) for FolioBeyond Rising Rate ETF (NYSEARCA:RISR)

Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$4.16M
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RISR Institutional Buying and Selling by Quarter

FolioBeyond Rising Rate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2023First Heartland Consultants Inc.76,161$2.46M0.3%-62.7%4.352%
5/8/2023 Triumph Capital Management6,457$201K0.1%-12.5%0.355%
4/17/2023First Heartland Consultants Inc.204,289$6.37M1.0%+4.0%8.107%
1/13/2023First Heartland Consultants Inc.196,434$6.21M1.0%-26.3%7.222%
12/5/2022LFS Asset Management131,435$4.15M4.2%+3.5%4.886%
11/1/2022 Triumph Capital Management7,186$227K0.1%+4.8%0.267%
10/20/2022First Heartland Consultants Inc.266,627$8.41M0.7%-17.5%10.580%
10/7/2022 Worth Asset Management LLC1,339$42K0.0%-85.2%0.053%
8/16/2022LFS Asset Management127,043$4.12M3.3%N/A3.640%
8/5/2022OLD Mission Capital LLC49,067$1.59M0.0%N/A1.406%
8/2/2022 Triumph Capital Management6,858$222K0.1%N/A0.197%
7/22/2022 Bogart Wealth LLC1,650$54K0.0%N/A0.041%
7/12/2022First Heartland Consultants Inc.323,305$10.49M1.6%+3,637.6%7.983%
7/8/2022 Worth Asset Management LLC9,038$293K0.2%+106.9%0.223%
4/21/2022First Heartland Consultants Inc.8,650$258K0.0%N/A0.395%
(Data available from 1/1/2016 forward)

RISR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RISR shares?

During the previous two years, the following institutional investors and hedge funds held shares of FolioBeyond Rising Rate ETF shares: LFS Asset Management ($4.15M), First Heartland Consultants Inc. ($2.46M), OLD Mission Capital LLC ($1.59M), Triumph Capital Management ($201K), and Bogart Wealth LLC ($54K), Worth Asset Management LLC ($42K).Learn more on RISR's institutional investors.

Which institutional investors have been buying FolioBeyond Rising Rate ETF stock?

The following institutional investors have purchased FolioBeyond Rising Rate ETF stock in the last 24 months: First Heartland Consultants Inc. ($322.51K), LFS Asset Management ($131.44K), OLD Mission Capital LLC ($49.07K), Triumph Capital Management ($7.19K), Worth Asset Management LLC ($4.67K), and Bogart Wealth LLC ($1.65K).

How much institutional buying is happening at FolioBeyond Rising Rate ETF?

Institutional investors have bought a total of 516,518 shares in the last 24 months. This purchase volume represents approximately $16.74M in transactions.

Which FolioBeyond Rising Rate ETF major shareholders have been selling company stock?

The following institutional investors have sold FolioBeyond Rising Rate ETF stock in the last 24 months: First Heartland Consultants Inc. ($255.00K), Worth Asset Management LLC ($7.70K), and Triumph Capital Management ($923.00).

How much institutional selling is happening at FolioBeyond Rising Rate ETF?

Institutional investors have sold a total of 263,621 shares in the last 24 months. This volume of shares sold represents approximately $8.41M in transactions.


This page (NYSEARCA:RISR) was last updated on 5/2/2024 by MarketBeat.com Staff

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