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ALPS Dynamic US Dividend Advantage ETF

27 hedge funds and large institutions have $78.3M invested in ALPS Dynamic US Dividend Advantage ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $61M → $78.3M (+$17.4M)

18.81% more ownership

Funds ownership: 83.17%101.98% (+19%)

17% more funds holding

Funds holding: 2327 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$14.6M -$401K -7,495 -3%
AA
2
ALPS Advisors
Colorado
$13.4M +$12.4M +231,612 New
PFS
3
Prospera Financial Services
Texas
$12.8M -$1.19M -22,264 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.7M +$54.6K +1,020 +0.6%
Truist Financial
5
Truist Financial
North Carolina
$10.1M +$37.8K +706 +0.4%
RPGNY
6
Retirement Planning Group (New York)
New York
$3.95M -$66.5K -1,242 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$3.48M -$24.9K -466 -0.8%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$2.16M +$1.12K +21 +0.1%
AA
9
Armis Advisers
Georgia
$1.8M -$39.2K -732 -2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$920K +$16.6K +310 +2%
GI
11
GAMMA Investing
California
$874K
LBC
12
Leigh Baldwin & Co
New York
$541K +$1.12K +21 +0.2%
DC
13
Davenport & Co
Virginia
$539K +$30.5K +570 +7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$456K -$246K -4,590 -37%
Two Sigma Investments
15
Two Sigma Investments
New York
$454K +$22.8K +426 +6%
ECA
16
Elevated Capital Advisors
Utah
$423K
SWP
17
Stratos Wealth Partners
Ohio
$341K
KAS
18
Kestra Advisory Services
Texas
$318K +$17.9K +334 +6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$204K +$184K +3,447 New
JP Morgan Chase
20
JP Morgan Chase
New York
$144K
NA
21
NewEdge Advisors
Louisiana
$60.3K
EWM
22
Evolution Wealth Management
Florida
$51.1K +$47.2K +881 New
UBS Group
23
UBS Group
Switzerland
$40.3K +$16.8K +313 +82%
Bank of America
24
Bank of America
North Carolina
$35.7K +$33K +616 New
Morgan Stanley
25
Morgan Stanley
New York
$10.7K -$54 -1 -0.5%

RFDA Hedge Fund Activity: Q2 2025 in Review

27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic US Dividend Advantage ETF (RFDA) for Q2 2025, worth a combined $78.3M — up 28% from $61M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RFDA positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $12.4M. The largest seller was Prospera Financial Services, cutting an estimated $1.19M.

  • 27 institutional investors held ALPS Dynamic US Dividend Advantage ETF (RFDA) as of Q2 2025, up from 23 in Q1 2025.
  • Funds reported $78.3M of ALPS Dynamic US Dividend Advantage ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 4 funds opened new ALPS Dynamic US Dividend Advantage ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest ALPS Dynamic US Dividend Advantage ETF buyer in Q2 2025 was ALPS Advisors, an estimated $12.4M added.
  • The largest ALPS Dynamic US Dividend Advantage ETF seller in Q2 2025 was Prospera Financial Services, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2025.