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ALPS Active REIT ETF
REIT

Overview Fund Activity

22 hedge funds and large institutions have $11.4M invested in ALPS Active REIT ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
&Partners
Tennessee
$1.84M
2
Goldman Sachs
Goldman Sachs
New York
$413K
3
VCM
Virtue Capital Management
Tennessee
$239K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$232K
5
AWA
Arete Wealth Advisors
Illinois
$795K

Top Sellers

1
RSWM
Robertson Stephens Wealth Management
California
$1.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
3
GS
GTS Securities
New York
$261K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
HI
Harbour Investments
Wisconsin
$50.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
1
Ellsworth Advisors
Ohio
$3.4M +$86.5K +3,169 +3%
P
2
&Partners
Tennessee
$1.84M +$1.84M +68,213 New
RSWM
3
Robertson Stephens Wealth Management
California
$1.51M -$1.68M -61,666 -53%
AWA
4
Arete Wealth Advisors
Illinois
$795K +$124K +4,548 +19%
KPWS
5
Kestra Private Wealth Services
Texas
$757K +$47.7K +1,747 +7%
ACMA
6
Arbor Capital Management (Alaska)
Alaska
$726K +$46.6K +1,705 +7%
Goldman Sachs
7
Goldman Sachs
New York
$413K +$413K +15,134 New
PEA
8
Park Edge Advisors
Ohio
$404K +$21.8K +798 +6%
AO
9
Advisor OS
Illinois
$265K +$5.32K +195 +2%
GS
10
GTS Securities
New York
$261K -$56.8K -2,079 -18%
FA
11
Fermata Advisors
California
$251K +$2.13K +78 +0.9%
VCM
12
Virtue Capital Management
Tennessee
$239K +$239K +8,741 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$232K +$232K +8,492 New
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$102K -$1.85K -68 -2%
ZRP
15
Zynergy Retirement Planning
New Jersey
$76.7K – – –
HI
16
Harbour Investments
Wisconsin
$50.5K -$17K -622 -25%
MSG
17
Main Street Group
Virginia
$22.5K +$22.5K +824 New
PS
18
Principal Securities
Iowa
$20.7K – – –
SSB
19
Sandy Spring Bank
Maryland
$8K +$8K +293 New
MCM
20
Manchester Capital Management
Vermont
$164 +$164 +6 New
AWM
21
AE Wealth Management
Kansas
$86 +$86 +3 New
Morgan Stanley
22
Morgan Stanley
New York
$48 – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– -$86K -3,155 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
– -$21.5K -790 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
– -$13.6K -500 Closed