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ALPS Strategic Income Fund

43 hedge funds and large institutions have $58.7M invested in ALPS Strategic Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $47.1M → $58.7M (+$11.7M)

10.32% more ownership

Funds ownership: 54.44%64.76% (+10%)

2% less funds holding

Funds holding: 4443 (-1)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Claris Financial
Virginia
$364K -$229K -10,007 -39%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$350K -$52.8K -2,307 -13%
LFA
28
Laraway Financial Advisors
Minnesota
$326K +$91 +4 +0%
ECA
29
Elevated Capital Advisors
Utah
$320K
OWA
30
Opal Wealth Advisors
New York
$199K -$23K -1,006 -11%
YP
31
YANKCOM Partnership
South Dakota
$145K -$1.14K -50 -0.8%
MWM
32
MGB Wealth Management
Texas
$49.1K -$4.64K -203 -9%
GWM
33
Geneos Wealth Management
Colorado
$46.5K -$45.7K -2,000 -50%
GI
34
GAMMA Investing
California
$37K -$229 -10 -0.6%
AAS
35
Ameritas Advisory Services
Nebraska
$36.4K +$35.8K +1,565 New
GRP
36
Global Retirement Partners
California
$18.6K +$18.3K +799 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.8K -$7.43K -325 -35%
PS
38
Principal Securities
Iowa
$8.42K +$2.49K +109 +43%
UBS Group
39
UBS Group
Switzerland
$5.81K -$3.04K -133 -35%
Q1WB
40
Quest 10 Wealth Builders
Virginia
$3.86K
NA
41
NewEdge Advisors
Louisiana
$2.16K
EWM
42
Evolution Wealth Management
Florida
$2.05K +$2.01K +88 New
Wells Fargo
43
Wells Fargo
California
$12
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$258K -11,156 Closed
JWA
45
JFS Wealth Advisors
Pennsylvania
-$52.7K -2,281 Closed
Bank of America
46
Bank of America
North Carolina
-$40.4K -1,751 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$14.9K -646 Closed
CAWM
48
Capital A Wealth Management
Pennsylvania
-$3.93K -170 Closed

RIGS Hedge Fund Activity: Q2 2025 in Review

43 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ALPS Strategic Income Fund (RIGS) for Q2 2025, worth a combined $58.7M — up 25% from $47.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RIGS and 4 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $7.01M. The largest seller was LPL Financial, cutting an estimated $314K.

  • 43 institutional investors held ALPS Strategic Income Fund (RIGS) as of Q2 2025, down from 44 in Q1 2025.
  • Funds reported $58.7M of ALPS Strategic Income Fund stock for Q2 2025, up 25% quarter-over-quarter.
  • 4 funds opened new ALPS Strategic Income Fund positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest ALPS Strategic Income Fund buyer in Q2 2025 was ALPS Advisors, an estimated $7.01M added.
  • The largest ALPS Strategic Income Fund seller in Q2 2025 was LPL Financial, an estimated $314K sold.

Based on aggregated 13F filings for Q2 2025.