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ALPS Strategic Income Fund

44 hedge funds and large institutions have $47.1M invested in ALPS Strategic Income Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

2.8% less ownership

Funds ownership: 57.24%54.44% (-2.8%)

10% less funds holding

Funds holding: 4944 (-5)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

97% less capital invested

Capital invested by funds: $1.4B → $47.1M (-$1.35B)

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$368K -$19.6K -857 -5%
LFA
27
Laraway Financial Advisors
Minnesota
$323K +$69 +3 +0%
ECA
28
Elevated Capital Advisors
Utah
$320K -$83.3K -3,637 -21%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$258K +$36.9K +1,612 +17%
OWA
30
Opal Wealth Advisors
New York
$220K +$664 +29 +0.3%
YP
31
YANKCOM Partnership
South Dakota
$146K -$179K -7,825 -55%
GWM
32
Geneos Wealth Management
Colorado
$92.4K +$45.8K +2,000 +100%
MWM
33
MGB Wealth Management
Texas
$53.5K +$6.02K +263 +13%
JWA
34
JFS Wealth Advisors
Pennsylvania
$52.7K +$52.2K +2,281 New
Bank of America
35
Bank of America
North Carolina
$40.4K
GI
36
GAMMA Investing
California
$37K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$21.3K +$7.44K +325 +55%
JP Morgan Chase
38
JP Morgan Chase
New York
$14.9K +$14K +612 +1,800%
UBS Group
39
UBS Group
Switzerland
$8.85K +$5.59K +244 +176%
PS
40
Principal Securities
Iowa
$5.85K
CAWM
41
Capital A Wealth Management
Pennsylvania
$3.93K
Q1WB
42
Quest 10 Wealth Builders
Virginia
$3.83K
NA
43
NewEdge Advisors
Louisiana
$2.15K +$252 +11 +13%
Wells Fargo
44
Wells Fargo
California
$12 -$1.28K -56 -98%
WGCA
45
Wolf Group Capital Advisors
Virginia
-$559K -24,615 Closed
EH
46
Equitable Holdings
New York
-$403K -17,407 Closed
FCI
47
Financial Counselors Inc
Kansas
-$248K -10,725 Closed
CAC
48
Certified Advisory Corp
Florida
-$225K -9,717 Closed
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
-$23.1K -1,000 Closed
AWM
50
Avior Wealth Management
Nebraska
-$12.3K -532 Closed

RIGS Hedge Fund Activity: Q1 2025 in Review

44 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in ALPS Strategic Income Fund (RIGS) for Q1 2025, worth a combined $47.1M — down 97% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RIGS and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $4.45M. The largest seller was RiverFront Investment Group, cutting an estimated $2.55M.

  • 44 institutional investors held ALPS Strategic Income Fund (RIGS) as of Q1 2025, down from 49 in Q4 2024.
  • Funds reported $47.1M of ALPS Strategic Income Fund stock for Q1 2025, down 97% quarter-over-quarter.
  • 3 funds opened new ALPS Strategic Income Fund positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest ALPS Strategic Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $4.45M added.
  • The largest ALPS Strategic Income Fund seller in Q1 2025 was RiverFront Investment Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2025.