We are live on ! Find out more
RIGS icon

ALPS Strategic Income Fund

49 hedge funds and large institutions have $1.4B invested in ALPS Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,614% more capital invested

Capital invested by funds: $51.5M → $1.4B (+$1.35B)

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

23% more funds holding

Funds holding: 4049 (+9)

0.94% more ownership

Funds ownership: 56.3%57.24% (+0.94%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$403K -$85.3K -3,702 -18%
Raymond James Financial
27
Raymond James Financial
Florida
$388K +$387K +16,773 New
SA
28
Sanctuary Advisors
Indiana
$386K +$323 +14 +0.1%
YP
29
YANKCOM Partnership
South Dakota
$327K +$326K +14,127 New
LFA
30
Laraway Financial Advisors
Minnesota
$324K +$92 +4 +0%
FCI
31
Financial Counselors Inc
Kansas
$248K +$247K +10,725 New
CAC
32
Certified Advisory Corp
Florida
$225K -$2.36M -102,168 -91%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$221K +$220K +9,544 New
OWA
34
Opal Wealth Advisors
New York
$220K -$40.1K -1,738 -15%
MWM
35
MGB Wealth Management
Texas
$47.5K -$18.6K -807 -28%
GWM
36
Geneos Wealth Management
Colorado
$46.3K
Bank of America
37
Bank of America
North Carolina
$40.5K +$40.4K +1,751 New
GI
38
GAMMA Investing
California
$37K +$231 +10 +0.6%
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.1K
GRP
40
Global Retirement Partners
California
$18.5K +$3.8K +165 +26%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$13.8K +$13.7K +595 New
AWM
42
Avior Wealth Management
Nebraska
$12.3K
PS
43
Principal Securities
Iowa
$5.85K +$5.83K +253 New
CAWM
44
Capital A Wealth Management
Pennsylvania
$3.93K +$3.92K +170 New
Q1WB
45
Quest 10 Wealth Builders
Virginia
$3.84K +$3.83K +166 New
UBS Group
46
UBS Group
Switzerland
$3.21K -$132K -5,724 -98%
NA
47
NewEdge Advisors
Louisiana
$1.9K -$2.58K -112 -58%
Wells Fargo
48
Wells Fargo
California
$1.32K
JP Morgan Chase
49
JP Morgan Chase
New York
$809 +$784 +34 New
Goldman Sachs
50
Goldman Sachs
New York
-$982K -41,807 Closed

RIGS Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS Strategic Income Fund (RIGS) for Q4 2024, worth a combined $1.4B — up 2,614% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RIGS positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Savvy Advisors Inc, opening a new position worth an estimated $1.8M. The largest seller was Elevated Capital Advisors, cutting an estimated $5.91M.

  • 49 institutional investors held ALPS Strategic Income Fund (RIGS) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $1.4B of ALPS Strategic Income Fund stock for Q4 2024, up 2,614% quarter-over-quarter.
  • 13 funds opened new ALPS Strategic Income Fund positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest ALPS Strategic Income Fund buyer in Q4 2024 was Savvy Advisors Inc, an estimated $1.8M added.
  • The largest ALPS Strategic Income Fund seller in Q4 2024 was Elevated Capital Advisors, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2024.