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ALPS Dynamic Core Income ETF

14 hedge funds and large institutions have $25.4M invested in ALPS Dynamic Core Income ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.44% less ownership

Funds ownership: 100.72%95.29% (-5.4%)

13% less capital invested

Capital invested by funds: $29.1M → $25.4M (-$3.72M)

22% less funds holding

Funds holding: 1814 (-4)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
14
Holders Change
-4
Holders Change %
-22.22%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change

RFCI Hedge Fund Activity: Q4 2023 in Review

14 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic Core Income ETF (RFCI) for Q4 2023, worth a combined $25.4M — down 13% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RFCI and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Prospera Financial Services, adding an estimated $118K. The largest seller was Hilltop Holdings, exiting entirely with an estimated $1.86M sold.

  • 14 institutional investors held ALPS Dynamic Core Income ETF (RFCI) as of Q4 2023, down from 18 in Q3 2023.
  • Funds reported $25.4M of ALPS Dynamic Core Income ETF stock for Q4 2023, down 13% quarter-over-quarter.
  • 0 funds opened new ALPS Dynamic Core Income ETF positions in Q4 2023 and 3 closed out, a net change of -3 holders.
  • The largest ALPS Dynamic Core Income ETF buyer in Q4 2023 was Prospera Financial Services, an estimated $118K added.
  • The largest ALPS Dynamic Core Income ETF seller in Q4 2023 was Hilltop Holdings, an estimated $1.86M sold.

Based on aggregated 13F filings for Q4 2023.