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ALPS Dynamic US Dividend Advantage ETF

26 hedge funds and large institutions have $85.8M invested in ALPS Dynamic US Dividend Advantage ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2526 (+1)

2.23% more ownership

Funds ownership: 99.43%101.66% (+2.2%)

3% more capital invested

Capital invested by funds: $82.9M → $85.8M (+$2.88M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$15.7M -$10.7K -170 -0.1%
PFS
2
Prospera Financial Services
Texas
$15.5M +$667K +10,552 +5%
AA
3
ALPS Advisors
Colorado
$14.2M -$341K -5,400 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.4M -$399K -6,306 -3%
Truist Financial
5
Truist Financial
North Carolina
$10.7M -$416K -6,581 -4%
Raymond James Financial
6
Raymond James Financial
Florida
$4.26M +$95.4K +1,509 +2%
RPGNY
7
Retirement Planning Group (New York)
New York
$4.11M -$86.8K -1,373 -2%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$2.3M -$52.7K -833 -2%
AA
9
Armis Advisers
Georgia
$1.76M +$1.81M +28,602 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.01M -$7.08K -112 -0.7%
GI
11
GAMMA Investing
California
$959K -$1.14K -18 -0.1%
DC
12
Davenport & Co
Virginia
$598K +$5.82K +92 +1%
LBC
13
Leigh Baldwin & Co
New York
$596K +$1.14K +18 +0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$594K +$589K +9,313 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$398K +$150K +2,378 +62%
ECA
16
Elevated Capital Advisors
Utah
$397K -$34.3K -542 -8%
KAS
17
Kestra Advisory Services
Texas
$313K -$14K -222 -4%
Two Sigma Investments
18
Two Sigma Investments
New York
$286K -$75.9K -1,200 -21%
SWP
19
Stratos Wealth Partners
Ohio
$225K
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$221K
JP Morgan Chase
21
JP Morgan Chase
New York
$158K
UBS Group
22
UBS Group
Switzerland
$69.6K +$11.4K +181 +20%
EWM
23
Evolution Wealth Management
Florida
$56.2K
NA
24
NewEdge Advisors
Louisiana
$53.3K -$12.9K -204 -20%
Morgan Stanley
25
Morgan Stanley
New York
$5.52K -$6.32K -100 -54%

RFDA Hedge Fund Activity: Q4 2025 in Review

26 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in ALPS Dynamic US Dividend Advantage ETF (RFDA) for Q4 2025, worth a combined $85.8M — up 3.5% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RFDA positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Armis Advisers, opening a new position worth an estimated $1.81M. The largest seller was Truist Financial, cutting an estimated $416K.

  • 26 institutional investors held ALPS Dynamic US Dividend Advantage ETF (RFDA) as of Q4 2025, up from 25 in Q3 2025.
  • Funds reported $85.8M of ALPS Dynamic US Dividend Advantage ETF stock for Q4 2025, up 3.5% quarter-over-quarter.
  • 2 funds opened new ALPS Dynamic US Dividend Advantage ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest ALPS Dynamic US Dividend Advantage ETF buyer in Q4 2025 was Armis Advisers, an estimated $1.81M added.
  • The largest ALPS Dynamic US Dividend Advantage ETF seller in Q4 2025 was Truist Financial, an estimated $416K sold.

Based on aggregated 13F filings for Q4 2025.