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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.

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
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$308M -$63.8M -1,102 -17%
RIG
2
RiverFront Investment Group
Virginia
$6.54M -$219K -3,780 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.53M +$79.1K +1,366 +2%
Truist Financial
4
Truist Financial
North Carolina
$2.65M -$37K -639 -1%
PFS
5
Prospera Financial Services
Texas
$2.6M -$23K -397 -0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$1,000K +$114K +1,976 +13%
FA
7
Fermata Advisors
California
$691K -$301K -5,206 -30%
SWP
8
Stratos Wealth Partners
Ohio
$349K -$7.93K -137 -2%
LPL Financial
9
LPL Financial
California
$229K +$229K +3,961 New
GI
10
GAMMA Investing
California
$141K +$29.2K +505 +26%
NA
11
NewEdge Advisors
Louisiana
$112K -$4.17K -72 -4%
Bank of America
12
Bank of America
North Carolina
$70.8K +$70.8K +1,222 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$62.5K
UBS Group
14
UBS Group
Switzerland
$13.3K +$8.22K +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