ALPS Strategic Income Fund
RIGS
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
7% more funds holding
Funds holding: 46 → 49 (+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: 1 → 1 (0)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.41M |
| 2 |
Jane Street
New York
|
+$1.99M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$875K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$425K |
| 5 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.6M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$6.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.55M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$507K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$490K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$22 | -1 | 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.