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ALPS Dynamic US Dividend Advantage ETF

20 hedge funds and large institutions have $118M invested in ALPS Dynamic US Dividend Advantage ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $77.9M → $118M (+$40.3M)

25% more funds holding

Funds holding: 1620 (+4)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6.13% more ownership

Funds ownership: 83.33%89.46% (+6.1%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$65.8M +$15.6M +508,056 +33%
Truist Financial
2
Truist Financial
North Carolina
$17.7M +$2.84M +92,858 +21%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.38M +$1.06M +34,763 +18%
RJA
4
Raymond James & Associates
Florida
$6.9M -$983K -32,106 -13%
PFS
5
Prospera Financial Services
Texas
$4.96M +$1.17M +38,095 +33%
ECA
6
Elevated Capital Advisors
Utah
$4.53M +$3.76M +122,604 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.29M +$1.51M +49,232 +230%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$2.19M -$1.06M -34,591 -34%
HH
9
Hilltop Holdings
Texas
$1.13M +$3.06K +100 +0.3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$915K +$863K +28,162 New
SWP
11
Stratos Wealth Partners
Ohio
$832K
Citadel Advisors
12
Citadel Advisors
Florida
$776K -$464K -15,154 -39%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$768K -$689K -22,512 -49%
Osaic Holdings
14
Osaic Holdings
Arizona
$687K
BFEC
15
Benjamin F. Edwards & Company
Missouri
$606K +$121K +3,944 +27%
NA
16
NewEdge Advisors
Louisiana
$549K -$936K -30,564 -64%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$211K +$199K +6,499 New
UBS Group
18
UBS Group
Switzerland
$11K -$39.3K -1,284 -79%
SFS
19
Sowell Financial Services
Arkansas
$9K
Wells Fargo
20
Wells Fargo
California
+$31 +1 New

RFDA Hedge Fund Activity: Q2 2020 in Review

20 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic US Dividend Advantage ETF (RFDA) for Q2 2020, worth a combined $118M — up 52% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RFDA positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $15.6M. The largest seller was Koshinski Asset Management, cutting an estimated $1.06M.

  • 20 institutional investors held ALPS Dynamic US Dividend Advantage ETF (RFDA) as of Q2 2020, up from 16 in Q1 2020.
  • Funds reported $118M of ALPS Dynamic US Dividend Advantage ETF stock for Q2 2020, up 52% quarter-over-quarter.
  • 4 funds opened new ALPS Dynamic US Dividend Advantage ETF positions in Q2 2020 and 0 closed out, a net change of +4 holders.
  • The largest ALPS Dynamic US Dividend Advantage ETF buyer in Q2 2020 was RiverFront Investment Group, an estimated $15.6M added.
  • The largest ALPS Dynamic US Dividend Advantage ETF seller in Q2 2020 was Koshinski Asset Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2020.