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ALPS Strategic Income Fund

49 hedge funds and large institutions have $73.7M invested in ALPS Strategic Income Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 4649 (+3)

1.91% more ownership

Funds ownership: 68.36%70.28% (+1.9%)

0% more capital invested

Capital invested by funds: $73.4M → $73.7M (+$290K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFG Advisory
Georgia
$603K -$19.9K -890 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$574K -$48.4K -2,167 -8%
WGCA
28
Wolf Group Capital Advisors
Virginia
$559K +$32.3K +1,447 +6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$440K +$425K +19,000 New
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$412K +$398K +17,796 New
TC
31
TAP Consulting
Missouri
$409K -$2.55K -114 -0.6%
KAS
32
Kestra Advisory Services
Texas
$403K -$6.8K -304 -2%
LFA
33
Laraway Financial Advisors
Minnesota
$376K +$34.8K +1,558 +11%
PA
34
PFG Advisors
Arizona
$348K +$46.5K +2,078 +16%
AA
35
Advisory Alpha
Michigan
$261K -$15.2K -679 -6%
OWA
36
Opal Wealth Advisors
New York
$253K -$27.1K -1,214 -10%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$236K
FFA
38
Farther Finance Advisors
California
$75.3K -$78.2K -3,500 -52%
MWM
39
MGB Wealth Management
Texas
$67.6K +$65.3K +2,920 New
GWM
40
Geneos Wealth Management
Colorado
$46.3K
GRP
41
Global Retirement Partners
California
$45.9K +$43.1K +1,927 +2,793%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$40K -$6.91K -309 -15%
RCM
43
Raleigh Capital Management
North Carolina
$37.2K +$5.97K +267 +20%
WTA
44
Washington Trust Advisors
Massachusetts
$33.7K +$32.5K +1,454 New
ASBI
45
American State Bank (Iowa)
Iowa
$28.6K
HI
46
Harbour Investments
Wisconsin
$26.1K +$246 +11 +1%
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.2K
NA
48
NewEdge Advisors
Louisiana
$4.49K -$22 -1 -0.5%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$950 +$917 +41 New
ACA
50
Aptus Capital Advisors
Alabama
-$6.6M -297,788 Closed

RIGS Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Strategic Income Fund (RIGS) for Q4 2023, worth a combined $73.7M — up 0.39% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RIGS positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.41M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $6.6M sold.

  • 49 institutional investors held ALPS Strategic Income Fund (RIGS) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $73.7M of ALPS Strategic Income Fund stock for Q4 2023, up 0.39% quarter-over-quarter.
  • 6 funds opened new ALPS Strategic Income Fund positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest ALPS Strategic Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $9.41M added.
  • The largest ALPS Strategic Income Fund seller in Q4 2023 was Aptus Capital Advisors, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2023.