Bluemonte Diversified Income ETF (BLUI)
ETF ยท NYSE Arca
Bluemonte Diversified Income ETF (BLUI) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 20, 2025.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- June 20, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 3 institutions reported holding BLUI, with 4.1 million shares worth $104.7 million in aggregate. The largest reported holder was Rfg Advisory, with 4.1 million shares worth $104.4 million. Of the 3 largest holders listed below, 1 opened a new position in BLUI, 1 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Rfg Advisory | 4,068,988 | $104M | Added 8.16% |
| Gts Securities | 11,500 | $295K | Reduced 16.3% |
| UBS Group | 2,426 | $62K | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is BLUI?
Bluemonte Diversified Income ETF (BLUI) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 20, 2025.
Who are the largest institutional holders of BLUI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BLUI were Rfg Advisory, Gts Securities and UBS Group.
How many institutions own BLUI?
3 institutions reported a position in BLUI for the quarter ended June 30, 2026, worth $104.7 million in total.
Did institutions buy or sell BLUI last quarter?
Of the 3 largest reported holders, 1 opened a new position in BLUI, 1 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for BLUI.
Every reported institutional holder, plus insider and congressional trades in BLUI, on SentiSense.