Rareview Tax Advantaged Income ETF
RTAI
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 370 Lexington Avenue, Suite 200 New York NY United States of America 10017
- IPO Date
- Oct 21, 2020
- CIK
- 0001719812
- Website
- rareviewcapital.com
- Similar Companies
- Business
- Rareview Tax Advantaged Income ETF (RTAI) is an actively managed exchange-traded fund that seeks to generate high monthly income while providing tax-advantaged returns through a portfolio of tax-exempt municipal bonds, U.S. Treasuries, and other fixed-income securities; it employs derivative strategies including options overlays and total return swaps to enhance yield and manage risk. The fund offers exposure to high-quality, investment-grade municipal bonds across sectors such as transportation, utilities, and healthcare; short-term U.S. government securities for liquidity and stability; and tactical use of equity index options and interest rate swaps for income amplification and tax efficiency, targeting retail and institutional investors seeking tax-efficient income in taxable accounts. RTAI operates primarily in the U.S. fixed-income market with a focus on municipal securities nationwide, and is managed by Rareview Portfolio Management LLC, founded in 2020 and headquartered in New York, New York. In late 2024, the fund launched with an initial focus on expanding access to sophisticated tax-advantaged strategies previously available only to high-net-worth individuals, marking a strategic initiative by Rareview to scale its alternative income solutions amid rising demand for yield in a higher interest rate environment; it also announced a distribution partnership with major platforms like Charles Schwab and Fidelity to broaden retail distribution.