We are live on ! Find out more
REIT icon

ALPS Active REIT ETF
REIT

4 hedge funds and large institutions have $406K invested in ALPS Active REIT ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more capital invested

Capital invested by funds: $78K → $406K (+$328K)

300% more funds holding

Funds holding: 1 → 4 (+3)

1.89% more ownership

Funds ownership: 0.47% → 2.36% (+1.9%)

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
+$304K
2
IA
IFP Advisors
Florida
+$21.5K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1
Virtue Capital Management
Tennessee
$304K +$304K +12,725 New
PA
2
Parallel Advisors
California
$80.5K – – –
IA
3
IFP Advisors
Florida
$22K +$21.5K +900 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24 +$24 +1 New

REIT Hedge Fund Activity: Q4 2022 in Review

4 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q4 2022, worth a combined $406K — up 421% from $78K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new REIT positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Virtue Capital Management, opening a new position worth an estimated $304K.

  • 4 institutional investors held ALPS Active REIT ETF (REIT) as of Q4 2022, up from 1 in Q3 2022.
  • Funds reported $406K of ALPS Active REIT ETF stock for Q4 2022, up 421% quarter-over-quarter.
  • 3 funds opened new ALPS Active REIT ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
  • The largest ALPS Active REIT ETF buyer in Q4 2022 was Virtue Capital Management, an estimated $304K added.

Based on aggregated 13F filings for Q4 2022.