We are live on ! Find out more
RFDA icon

ALPS Dynamic US Dividend Advantage ETF

22 hedge funds and large institutions have $68.4M invested in ALPS Dynamic US Dividend Advantage ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.42% less ownership

Funds ownership: 90.23%89.8% (-0.42%)

1% less capital invested

Capital invested by funds: $69.2M → $68.4M (-$817K)

4% less funds holding

Funds holding: 2322 (-1)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$29.4M -$326K -6,085 -1%
PFS
2
Prospera Financial Services
Texas
$11.9M -$58.3K -1,088 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.84M -$306K -5,702 -3%
Truist Financial
4
Truist Financial
North Carolina
$8.99M -$284K -5,297 -3%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.19M +$1.02K +19 +0%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.14M +$35.1K +655 +3%
RJA
7
Raymond James & Associates
Florida
$946K -$42.5K -794 -4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$814K +$16.6K +310 +2%
GI
9
GAMMA Investing
California
$697K +$211K +3,933 +45%
ECA
10
Elevated Capital Advisors
Utah
$642K -$2.22M -41,390 -78%
DC
11
Davenport & Co
Virginia
$445K
SWP
12
Stratos Wealth Partners
Ohio
$334K +$2.68K +50 +0.8%
KAS
13
Kestra Advisory Services
Texas
$325K -$35.8K -668 -10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$252K -$283K -5,282 -54%
Two Sigma Investments
15
Two Sigma Investments
New York
$204K +$198K +3,700 New
JP Morgan Chase
16
JP Morgan Chase
New York
$137K
NA
17
NewEdge Advisors
Louisiana
$60K -$9.64K -180 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$52.4K
Wells Fargo
19
Wells Fargo
California
$30.1K +$29.1K +544 New
Morgan Stanley
20
Morgan Stanley
New York
$10.3K +$54 +1 +0.5%
Bank of America
21
Bank of America
North Carolina
$2.93K -$2.14K -40 -43%
UBS Group
22
UBS Group
Switzerland
$2.32K -$28.6K -533 -93%
FTUS
23
Flow Traders U.S.
New York
-$220K -4,157 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$210K -3,975 Closed

RFDA Hedge Fund Activity: Q3 2024 in Review

22 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic US Dividend Advantage ETF (RFDA) for Q3 2024, worth a combined $68.4M — down 1.2% from $69.2M a quarter earlier.

Fund positioning in RFDA was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 11 trimmed.

The largest buyer was GAMMA Investing, adding an estimated $211K. The largest seller was Elevated Capital Advisors, cutting an estimated $2.22M.

  • 22 institutional investors held ALPS Dynamic US Dividend Advantage ETF (RFDA) as of Q3 2024, down from 23 in Q2 2024.
  • Funds reported $68.4M of ALPS Dynamic US Dividend Advantage ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 2 funds opened new ALPS Dynamic US Dividend Advantage ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest ALPS Dynamic US Dividend Advantage ETF buyer in Q3 2024 was GAMMA Investing, an estimated $211K added.
  • The largest ALPS Dynamic US Dividend Advantage ETF seller in Q3 2024 was Elevated Capital Advisors, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2024.