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ALPS Active REIT ETF
REIT

15 hedge funds and large institutions have $10.2M invested in ALPS Active REIT ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

137% more capital invested

Capital invested by funds: $4.29M → $10.2M (+$5.89M)

50% more funds holding

Funds holding: 10 → 15 (+5)

10.81% more ownership

Funds ownership: 16.47% → 27.28% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AO
Advisor OS
Illinois
+$2.61M
2
GS
GTS Securities
New York
+$692K
3
RSWM
Robertson Stephens Wealth Management
California
+$669K
4
AWA
Arete Wealth Advisors
Illinois
+$628K
5
ACMA
Arbor Capital Management (Alaska)
Alaska
+$580K

Top Sellers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
-$248K
2
KPWS
Kestra Private Wealth Services
Texas
-$23.3K
3
PS
Principal Securities
Iowa
-$9.31K
4
FA
Fermata Advisors
California
-$4.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1
Ellsworth Advisors
Ohio
$3.38M +$101K +3,641 +3%
AO
2
Advisor OS
Illinois
$2.76M +$2.61M +94,488 New
KPWS
3
Kestra Private Wealth Services
Texas
$755K -$23.3K -845 -3%
GS
4
GTS Securities
New York
$731K +$692K +25,057 New
RSWM
5
Robertson Stephens Wealth Management
California
$706K +$669K +24,208 New
AWA
6
Arete Wealth Advisors
Illinois
$658K +$628K +22,737 New
ACMA
7
Arbor Capital Management (Alaska)
Alaska
$607K +$580K +20,982 New
FA
8
Fermata Advisors
California
$273K -$4.92K -178 -2%
PA
9
Parallel Advisors
California
$98.4K – – –
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$82.1K – – –
ZRP
11
Zynergy Retirement Planning
New Jersey
$82.1K +$7.29K +264 +10%
PS
12
Principal Securities
Iowa
$22.1K -$9.31K -337 -31%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.6K – – –
HI
14
Harbour Investments
Wisconsin
$4.84K +$4.58K +166 New
Morgan Stanley
15
Morgan Stanley
New York
$3.43K +$3.2K +116 +11,600%
VCM
16
Virtue Capital Management
Tennessee
– -$248K -9,116 Closed

REIT Hedge Fund Activity: Q3 2024 in Review

15 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q3 2024, worth a combined $10.2M — up 137% from $4.29M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new REIT positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Advisor OS, opening a new position worth an estimated $2.61M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $248K sold.

  • 15 institutional investors held ALPS Active REIT ETF (REIT) as of Q3 2024, up from 10 in Q2 2024.
  • Funds reported $10.2M of ALPS Active REIT ETF stock for Q3 2024, up 137% quarter-over-quarter.
  • 6 funds opened new ALPS Active REIT ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
  • The largest ALPS Active REIT ETF buyer in Q3 2024 was Advisor OS, an estimated $2.61M added.
  • The largest ALPS Active REIT ETF seller in Q3 2024 was Virtue Capital Management, an estimated $248K sold.

Based on aggregated 13F filings for Q3 2024.