FolioBeyond Alternative Income and Interest Rate Hedge ETFRISR
RISR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 28 [Q2] → 29 (+1) [Q3]
1.54% less ownership
Funds ownership: 61.44% [Q2] → 59.9% (-1.54%) [Q3]
28% less capital invested
Capital invested by funds: $37.6M [Q2] → $27.3M (-$10.4M) [Q3]
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Research analyst outlook
We haven’t received any recent analyst ratings for RISR.
Financial journalist opinion
Positive
Seeking Alpha
5 months ago
Best-Performing Bond ETFs For 2024
2024 has been a tough year for most bond funds, as delayed rate hikes led to lower bond prices. Some bond ETFs have managed to outperform in spite of these tough conditions. These tend to focus on investments with low, sometimes negative, duration.
Positive
Seeking Alpha
5 months ago
Finding The Sweetspot Across The Yield Curve At 7-9% Yields
Many investors oversimplify the investment process with respect to duration by thinking about the concept on a single spectrum. They also focus overly on today's yield rather than considering reinvestment risk as well as capital gains consequences. We discuss two of these investment process shortcomings and highlight a number of attractive holdings in the context of the current market environment.
Positive
Seeking Alpha
5 months ago
RISR: An Alternative Investment Approach Using AI To Hedge Interest Rate Risk
RISR is a new ETF offering a hedge against rising interest rates, providing a 7% yield from AAA-rated investments like US Treasuries and MBS. The fund is actively managed with a "quantamental" approach, combining quantitative and fundamental analysis with artificial intelligence to manage interest rate risk. RISR has outperformed other AAA-rated funds, offering a total return of over 60% since inception, and ranking highly in the nontraditional Bond sub-class.
Negative
Zacks Investment Research
5 months ago
High Rates to Stay? Secure Your Portfolio With These ETFs
Federal Reserve Governor, Michelle Bowman, recently expressed a hawkish view regarding the future path of interest rates. Look into ETFs to secure your portfolio for any future uncertainties.
Positive
Zacks Investment Research
5 months ago
Rising Rate ETF (RISR) Hits New 52-Week High
FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 22.81% from its 52-week low price of $30.42/share.
Positive
Zacks Investment Research
6 months ago
Rates to Stay Higher for Longer? ETF Strategies to Play
The Fed's Neel Kashkari believes that it's likely that the Fed will cut interest rates once in 2024, possibly in December.
Positive
Seeking Alpha
6 months ago
3 Strong, Little-Known Income ETFs
Some income ETFs offer high yields and strong value propositions, but fly under the radar of most investors. I've identified three such ETFs: RISR, HYGH and CLOZ. These offer yields in the 7% - 9% range, have outperformed since inception, and get little coverage at Seeking Alpha.
Positive
Zacks Investment Research
8 months ago
Rising Rate ETF (RISR) Hits New 52-Week High
For investors seeking momentum, FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on radar. The fund just hit a 52-week high and is up 13.7% from its 52-week low price of $30.42/share.
Positive
Zacks Investment Research
8 months ago
ETF Strategies to Play Hot inflation Data
U.S. inflation jumped in March, surpassing expectations primarily due to higher petrol and shelter costs, dashing hopes of a June interest rate cut by the Fed.
Positive
Zacks Investment Research
8 months ago
Top ETF Stories of March to Be Watched in April
Wall Street delivered a decent performance in March. With rates rising to start April, let's look at the key ETF stories of March that may hit headlines in April too.
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