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ALPS Dynamic US Dividend Advantage ETF

21 hedge funds and large institutions have $135M invested in ALPS Dynamic US Dividend Advantage ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding

Funds holding: 1621 (+5)

3.35% more ownership

Funds ownership: 104.62%107.97% (+3.3%)

2% more capital invested

Capital invested by funds: $132M → $135M (+$2.93M)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
3
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$67M -$129K -2,896 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.9M -$1.17M -26,362 -5%
Truist Financial
3
Truist Financial
North Carolina
$18M -$1.24M -27,927 -6%
PFS
4
Prospera Financial Services
Texas
$6.57M +$326K +7,317 +5%
T
5
TRUADVICE
Florida
$4.83M -$249K -5,592 -5%
ECA
6
Elevated Capital Advisors
Utah
$4.4M +$4.56M +102,399 New
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$2.36M +$682K +15,313 +39%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.5M -$113K -2,548 -7%
RJA
9
Raymond James & Associates
Florida
$1.32M -$4.81K -108 -0.3%
HH
10
Hilltop Holdings
Texas
$1.12M +$1.16M +26,100 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.04M +$94.9K +2,132 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$798K -$219K -4,925 -21%
DC
13
Davenport & Co
Virginia
$761K +$788K +17,711 New
BFEC
14
Benjamin F. Edwards & Company
Missouri
$723K -$65.1K -1,463 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$605K -$12.1K -272 -2%
NA
16
NewEdge Advisors
Louisiana
$342K -$81.3K -1,827 -19%
SWP
17
Stratos Wealth Partners
Ohio
$274K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$247K
Morgan Stanley
19
Morgan Stanley
New York
$8K
UBS Group
20
UBS Group
Switzerland
$2K +$1.82K +41 New
Wells Fargo
21
Wells Fargo
California
+$45 +1 New

RFDA Hedge Fund Activity: Q3 2021 in Review

21 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic US Dividend Advantage ETF (RFDA) for Q3 2021, worth a combined $135M — up 2.2% from $132M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RFDA positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 10 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.16M. The largest seller was Truist Financial, cutting an estimated $1.24M.

  • 21 institutional investors held ALPS Dynamic US Dividend Advantage ETF (RFDA) as of Q3 2021, up from 16 in Q2 2021.
  • Funds reported $135M of ALPS Dynamic US Dividend Advantage ETF stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 5 funds opened new ALPS Dynamic US Dividend Advantage ETF positions in Q3 2021 and 0 closed out, a net change of +5 holders.
  • The largest ALPS Dynamic US Dividend Advantage ETF buyer in Q3 2021 was Hilltop Holdings, an estimated $1.16M added.
  • The largest ALPS Dynamic US Dividend Advantage ETF seller in Q3 2021 was Truist Financial, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2021.