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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.35B -$158K -6,855 -10%
LPL Financial
2
LPL Financial
California
$7.94M +$1.12M +48,470 +16%
Morgan Stanley
3
Morgan Stanley
New York
$6.52M -$425K -18,453 -6%
RIG
4
RiverFront Investment Group
Virginia
$4.57M -$122K -5,311 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.56M -$59.7K -2,590 -2%
AFG
6
Arkansas Financial Group
Arkansas
$2.18M +$309K +13,423 +17%
PFS
7
Prospera Financial Services
Texas
$2.05M +$29.1K +1,263 +1%
MF
8
Meridian Financial
Massachusetts
$2.03M +$26.1K +1,133 +1%
SAI
9
Savvy Advisors Inc
New York
$1.8M +$1.8M +77,873 New
Truist Financial
10
Truist Financial
North Carolina
$1.51M -$20.7K -898 -1%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.18M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.07M +$56.1K +2,434 +6%
PAG
13
Private Advisor Group
New Jersey
$1.03M +$66.5K +2,885 +7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$927K +$48.7K +2,111 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$918K +$145K +6,276 +19%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$681K -$7.1K -308 -1%
AFP
17
Ausdal Financial Partners
Iowa
$660K +$4.17K +181 +0.6%
OPWM
18
Oregon Pacific Wealth Management
Oregon
$658K +$656K +28,465 New
CF
19
Claris Financial
Virginia
$594K +$592K +25,666 New
WGCA
20
Wolf Group Capital Advisors
Virginia
$559K
KAS
21
Kestra Advisory Services
Texas
$525K +$22.4K +970 +4%
IA
22
IFG Advisory
Georgia
$517K -$51K -2,212 -9%
TC
23
TAP Consulting
Missouri
$408K
ECA
24
Elevated Capital Advisors
Utah
$405K -$5.91M -256,356 -94%
PA
25
PFG Advisors
Arizona
$404K -$4.91K -213 -1%

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.