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ALPS Active Equity Opportunity ETF

16 hedge funds and large institutions have $326M invested in ALPS Active Equity Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,646% more capital invested

Capital invested by funds: $18.7M → $326M (+$307M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more funds holding

Funds holding: 1516 (+1)

1.84% less ownership

Funds ownership: 80.93%79.09% (-1.8%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$308M -$64.9K -1,102 -17%
RIG
2
RiverFront Investment Group
Virginia
$6.54M -$223K -3,780 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.53M +$80.4K +1,366 +2%
Truist Financial
4
Truist Financial
North Carolina
$2.65M -$37.6K -639 -1%
PFS
5
Prospera Financial Services
Texas
$2.6M -$23.4K -397 -0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$1,000K +$116K +1,976 +13%
FA
7
Fermata Advisors
California
$691K -$306K -5,206 -30%
SWP
8
Stratos Wealth Partners
Ohio
$349K -$8.07K -137 -2%
LPL Financial
9
LPL Financial
California
$229K +$233K +3,961 New
GI
10
GAMMA Investing
California
$141K +$29.7K +505 +26%
NA
11
NewEdge Advisors
Louisiana
$112K -$4.24K -72 -4%
Bank of America
12
Bank of America
North Carolina
$70.8K +$71.9K +1,222 New
JP Morgan Chase
13
JP Morgan Chase
New York
$62.5K
UBS Group
14
UBS Group
Switzerland
$13.3K +$8.36K +142 +163%
Morgan Stanley
15
Morgan Stanley
New York
$11.6K
Wells Fargo
16
Wells Fargo
California
$10.5K
Citadel Advisors
17
Citadel Advisors
Florida
-$299K -5,187 Closed

RFFC Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ALPS Active Equity Opportunity ETF (RFFC) for Q4 2024, worth a combined $326M — up 1,646% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RFFC positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $233K. The largest seller was Fermata Advisors, cutting an estimated $306K.

  • 16 institutional investors held ALPS Active Equity Opportunity ETF (RFFC) as of Q4 2024, up from 15 in Q3 2024.
  • Funds reported $326M of ALPS Active Equity Opportunity ETF stock for Q4 2024, up 1,646% quarter-over-quarter.
  • 2 funds opened new ALPS Active Equity Opportunity ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest ALPS Active Equity Opportunity ETF buyer in Q4 2024 was LPL Financial, an estimated $233K added.
  • The largest ALPS Active Equity Opportunity ETF seller in Q4 2024 was Fermata Advisors, an estimated $306K sold.

Based on aggregated 13F filings for Q4 2024.