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ALPS Active Equity Opportunity ETF

15 hedge funds and large institutions have $18.7M invested in ALPS Active Equity Opportunity ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $18.4M → $18.7M (+$275K)

3.77% less ownership

Funds ownership: 84.69%80.93% (-3.8%)

12% less funds holding

Funds holding: 1715 (-2)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$6.73M -$76.6K -1,382 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.43M -$59.5K -1,074 -2%
Truist Financial
3
Truist Financial
North Carolina
$2.67M -$72.1K -1,302 -3%
PFS
4
Prospera Financial Services
Texas
$2.62M -$1.44K -26 -0.1%
FA
5
Fermata Advisors
California
$989K -$15.2K -275 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$881K +$203K +3,655 +31%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$370K
SWP
8
Stratos Wealth Partners
Ohio
$356K -$12.9K -232 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$299K -$99.2K -1,790 -26%
NA
10
NewEdge Advisors
Louisiana
$115K -$28K -506 -20%
GI
11
GAMMA Investing
California
$112K +$40.7K +735 +61%
JP Morgan Chase
12
JP Morgan Chase
New York
$62.3K
Morgan Stanley
13
Morgan Stanley
New York
$11.5K
Wells Fargo
14
Wells Fargo
California
$10.4K +$9.97K +180 +18,000%
UBS Group
15
UBS Group
Switzerland
$5.02K +$2.22K +40 +85%
ECA
16
Elevated Capital Advisors
Utah
-$650K -11,973 Closed

RFFC Hedge Fund Activity: Q3 2024 in Review

15 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ALPS Active Equity Opportunity ETF (RFFC) for Q3 2024, worth a combined $18.7M — up 1.5% from $18.4M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of RFFC and 0 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 4 added.

The largest buyer was Osaic Holdings, adding an estimated $203K. The largest seller was Elevated Capital Advisors, exiting entirely with an estimated $650K sold.

  • 15 institutional investors held ALPS Active Equity Opportunity ETF (RFFC) as of Q3 2024, down from 17 in Q2 2024.
  • Funds reported $18.7M of ALPS Active Equity Opportunity ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 0 funds opened new ALPS Active Equity Opportunity ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
  • The largest ALPS Active Equity Opportunity ETF buyer in Q3 2024 was Osaic Holdings, an estimated $203K added.
  • The largest ALPS Active Equity Opportunity ETF seller in Q3 2024 was Elevated Capital Advisors, an estimated $650K sold.

Based on aggregated 13F filings for Q3 2024.