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ALPS Active REIT ETF
REIT

Overview Fund Activity

19 hedge funds and large institutions have $9.14M invested in ALPS Active REIT ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$439K
3
EA
3
Ellsworth Advisors
Ohio
$3.44M
4
MSG
4
Main Street Group
Virginia
$62.4K
5
FFA
5
Farther Finance Advisors
California
$35.3K

Top Sellers

1
P
1
&Partners
Tennessee
$897K
2
ACMA
2
Arbor Capital Management (Alaska)
Alaska
$0
3
PEA
3
Park Edge Advisors
Ohio
$0
4
RSWM
4
Robertson Stephens Wealth Management
California
$1.11M
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
1
Ellsworth Advisors
Ohio
$3.44M +$162K +6,174 +5%
RSWM
2
Robertson Stephens Wealth Management
California
$1.11M -$343K -13,032 -24%
AWA
3
Arete Wealth Advisors
Illinois
$1.03M +$267K +10,160 +35%
P
4
&Partners
Tennessee
$897K -$898K -34,124 -50%
KPWS
5
Kestra Private Wealth Services
Texas
$760K +$30K +1,142 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$439K +$216K +8,196 +97%
Goldman Sachs
7
Goldman Sachs
New York
$398K – – –
GS
8
GTS Securities
New York
$280K +$27.9K +1,059 +11%
AO
9
Advisor OS
Illinois
$264K +$8.45K +321 +3%
FA
10
Fermata Advisors
California
$242K +$26 +1 +0%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$98.5K – – –
MSG
12
Main Street Group
Virginia
$62.4K +$40.7K +1,548 +188%
HI
13
Harbour Investments
Wisconsin
$48.6K – – –
FFA
14
Farther Finance Advisors
California
$35.3K +$35.3K +1,342 New
PS
15
Principal Securities
Iowa
$20K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$13.6K +$13.6K +500 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.42K +$2.42K +92 New
MCM
18
Manchester Capital Management
Vermont
$158 – – –
AWM
19
AE Wealth Management
Kansas
$83 – – –
ACMA
20
Arbor Capital Management (Alaska)
Alaska
– -$726K -26,540 Closed
PEA
21
Park Edge Advisors
Ohio
– -$404K -14,788 Closed
VCM
22
Virtue Capital Management
Tennessee
– -$239K -8,741 Closed
Morgan Stanley
23
Morgan Stanley
New York
– -$48 -1 Closed