ALPS Active REIT ETF
REIT
19 hedge funds and large institutions have $10.2M invested in ALPS Active REIT ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
3.95% less ownership
Funds ownership: 27.12% → 23.17% (-3.9%)
16% less capital invested
Capital invested by funds: $12.2M → $10.2M (-$1.99M)
17% less funds holding
Funds holding: 23 → 19 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$288K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$268K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$216K |
| 4 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$163K |
| 5 |
MSG
Main Street Group
Glen Allen,
Virginia
|
+$40.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
-$899K |
| 2 |
ACMA
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
-$726K |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$404K |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$343K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$239K |
REIT Hedge Fund Activity: Q2 2025 in Review
19 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q2 2025, worth a combined $10.2M — down 16% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of REIT and 2 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 9 added.
The largest buyer was Independent Financial Group, adding an estimated $288K. The largest seller was &Partners, cutting an estimated $899K.
- 19 institutional investors held ALPS Active REIT ETF (REIT) as of Q2 2025, down from 23 in Q1 2025.
- Funds reported $10.2M of ALPS Active REIT ETF stock for Q2 2025, down 16% quarter-over-quarter.
- 2 funds opened new ALPS Active REIT ETF positions in Q2 2025 and 5 closed out, a net change of -3 holders.
- The largest ALPS Active REIT ETF buyer in Q2 2025 was Independent Financial Group, an estimated $288K added.
- The largest ALPS Active REIT ETF seller in Q2 2025 was &Partners, an estimated $899K sold.
Based on aggregated 13F filings for Q2 2025.