ALPS Active REIT ETF
REIT
10 hedge funds and large institutions have $4.22M invested in ALPS Active REIT ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
434% more capital invested
Capital invested by funds: $790K → $4.22M (+$3.43M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
13.62% more ownership
Funds ownership: 4.03% → 17.65% (+14%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$2.72M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$650K |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$234K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.8K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$38.5K |
| 2 |
GS
GTS Securities
New York
|
-$12.5K |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$867 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26 |
| 5 |
Morgan Stanley
New York
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EA
1
Ellsworth Advisors
Hudson,
Ohio
| $2.6M | +$2.72M | +106,147 | New |
|
|
KPWS
2
Kestra Private Wealth Services
Austin,
Texas
| $655K | +$650K | +25,388 | New |
|
|
GS
3
GTS Securities
New York
| $281K | -$12.5K | -490 | -4% |
|
|
VCM
4
Virtue Capital Management
Brentwood,
Tennessee
| $245K | -$38.5K | -1,503 | -13% |
|
|
FA
5
Fermata Advisors
Sonoma,
California
| $236K | +$234K | +9,141 | New |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $87K | – | – | – |
|
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $75.1K | +$2.89K | +113 | +4% |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $27.6K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $12.9K | +$12.8K | +500 | New |
|
|
10
Morgan Stanley
New York
| $28 | -$26 | -1 | -50% |
|
|
TCM
11
Tradewinds Capital Management
Bellingham,
Washington
| – | -$867 | -33 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|
REIT Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q1 2024, worth a combined $4.22M — up 434% from $790K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new REIT positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Ellsworth Advisors, opening a new position worth an estimated $2.72M. The largest seller was Virtue Capital Management, cutting an estimated $38.5K.
- 10 institutional investors held ALPS Active REIT ETF (REIT) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $4.22M of ALPS Active REIT ETF stock for Q1 2024, up 434% quarter-over-quarter.
- 4 funds opened new ALPS Active REIT ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest ALPS Active REIT ETF buyer in Q1 2024 was Ellsworth Advisors, an estimated $2.72M added.
- The largest ALPS Active REIT ETF seller in Q1 2024 was Virtue Capital Management, an estimated $38.5K sold.
Based on aggregated 13F filings for Q1 2024.