ALPS Active REIT ETF
REIT
17 hedge funds and large institutions have $10.2M invested in ALPS Active REIT ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
13% more funds holding
Funds holding: 15 → 17 (+2)
0% less capital invested
Capital invested by funds: $10.2M → $10.2M (-$22.8K)
2.63% less ownership
Funds ownership: 27.28% → 24.65% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$2.65M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$399K |
| 3 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$153K |
| 4 |
ACMA
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
+$110K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$90K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AO
Advisor OS
Chicago,
Illinois
|
-$2.42M |
| 2 |
GS
GTS Securities
New York
|
-$383K |
| 3 |
PA
Parallel Advisors
San Francisco,
California
|
-$98.4K |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
-$6.68K |
| 5 |
Morgan Stanley
New York
|
-$3.31K |
REIT Hedge Fund Activity: Q4 2024 in Review
17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q4 2024, worth a combined $10.2M — down 0.22% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new REIT positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Robertson Stephens Wealth Management, adding an estimated $2.65M. The largest seller was Advisor OS, cutting an estimated $2.42M.
- 17 institutional investors held ALPS Active REIT ETF (REIT) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $10.2M of ALPS Active REIT ETF stock for Q4 2024, down 0.22% quarter-over-quarter.
- 3 funds opened new ALPS Active REIT ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest ALPS Active REIT ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $2.65M added.
- The largest ALPS Active REIT ETF seller in Q4 2024 was Advisor OS, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2024.