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ALPS Dynamic Core Income ETF

15 hedge funds and large institutions have $21.6M invested in ALPS Dynamic Core Income ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

7% more funds holding

Funds holding: 1415 (+1)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.02% less ownership

Funds ownership: 97.3%97.28% (-0.02%)

3% less capital invested

Capital invested by funds: $22.3M → $21.6M (-$646K)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$8.77M -$275K -12,226 -3%
PFS
2
Prospera Financial Services
Texas
$4.29M +$16.1K +717 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.24M -$98.9K -4,393 -3%
Truist Financial
4
Truist Financial
North Carolina
$2.74M -$91.8K -4,077 -3%
Jane Street
5
Jane Street
New York
$918K +$288K +12,811 +45%
Citadel Advisors
6
Citadel Advisors
Florida
$660K +$12.6K +561 +2%
ECA
7
Elevated Capital Advisors
Utah
$425K -$3.33K -148 -0.8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$309K +$42K +1,865 +16%
AA
9
Armis Advisers
Georgia
$224K +$227K +10,086 New
NA
10
NewEdge Advisors
Louisiana
$29.1K -$1.35K -60 -4%
GI
11
GAMMA Investing
California
$5.74K
Wells Fargo
12
Wells Fargo
California
$4.34K
UBS Group
13
UBS Group
Switzerland
$2.87K +$1.13K +50 +63%
JP Morgan Chase
14
JP Morgan Chase
New York
$421 +$405 +18 New
Morgan Stanley
15
Morgan Stanley
New York
$22 +$23 +1 New
Osaic Holdings
16
Osaic Holdings
Arizona
-$113K -4,923 Closed
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
-$10.7K -468 Closed

RFCI Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic Core Income ETF (RFCI) for Q4 2024, worth a combined $21.6M — down 2.9% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RFCI positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $288K. The largest seller was RiverFront Investment Group, cutting an estimated $275K.

  • 15 institutional investors held ALPS Dynamic Core Income ETF (RFCI) as of Q4 2024, up from 14 in Q3 2024.
  • Funds reported $21.6M of ALPS Dynamic Core Income ETF stock for Q4 2024, down 2.9% quarter-over-quarter.
  • 3 funds opened new ALPS Dynamic Core Income ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest ALPS Dynamic Core Income ETF buyer in Q4 2024 was Jane Street, an estimated $288K added.
  • The largest ALPS Dynamic Core Income ETF seller in Q4 2024 was RiverFront Investment Group, an estimated $275K sold.

Based on aggregated 13F filings for Q4 2024.