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ALPS Dynamic Core Income ETF

15 hedge funds and large institutions have $16.3M invested in ALPS Dynamic Core Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1515 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

21.19% less ownership

Funds ownership: 97.28%76.09% (-21%)

25% less capital invested

Capital invested by funds: $21.6M → $16.3M (-$5.37M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$4.26M -$89.6K -4,004 -2%
RIG
2
RiverFront Investment Group
Virginia
$3.99M -$4.86M -217,094 -55%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.05M -$229K -10,224 -7%
Truist Financial
4
Truist Financial
North Carolina
$2.75M -$25K -1,117 -0.9%
Citadel Advisors
5
Citadel Advisors
Florida
$680K +$12.5K +557 +2%
ECA
6
Elevated Capital Advisors
Utah
$459K +$28.4K +1,271 +7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$363K +$50.2K +2,246 +16%
Jane Street
8
Jane Street
New York
$256K -$669K -29,902 -72%
AA
9
Armis Advisers
Georgia
$211K -$15.4K -690 -7%
LBC
10
Leigh Baldwin & Co
New York
$202K +$201K +8,985 New
NA
11
NewEdge Advisors
Louisiana
$31.7K +$2.28K +102 +8%
GI
12
GAMMA Investing
California
$5.8K
JP Morgan Chase
13
JP Morgan Chase
New York
$5.63K +$5.19K +232 +1,289%
Morgan Stanley
14
Morgan Stanley
New York
$22
Wells Fargo
15
Wells Fargo
California
$14 -$4.34K -194 -99%
UBS Group
16
UBS Group
Switzerland
-$2.87K -129 Closed

RFCI Hedge Fund Activity: Q1 2025 in Review

15 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic Core Income ETF (RFCI) for Q1 2025, worth a combined $16.3M — down 25% from $21.6M a quarter earlier.

Fund positioning in RFCI was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Leigh Baldwin & Co, opening a new position worth an estimated $201K. The largest seller was RiverFront Investment Group, cutting an estimated $4.86M.

  • 15 institutional investors held ALPS Dynamic Core Income ETF (RFCI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $16.3M of ALPS Dynamic Core Income ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 1 fund opened new ALPS Dynamic Core Income ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
  • The largest ALPS Dynamic Core Income ETF buyer in Q1 2025 was Leigh Baldwin & Co, an estimated $201K added.
  • The largest ALPS Dynamic Core Income ETF seller in Q1 2025 was RiverFront Investment Group, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2025.