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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
Morgan Stanley
1
Morgan Stanley
New York
$11M +$4.45M +194,237 +69%
LPL Financial
2
LPL Financial
California
$8.12M +$183K +7,999 +2%
AFG
3
Arkansas Financial Group
Arkansas
$2.53M +$433K +18,904 +20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.42M -$135K -5,877 -5%
MF
5
Meridian Financial
Massachusetts
$2.08M +$53.3K +2,329 +3%
PFS
6
Prospera Financial Services
Texas
$2M -$51.7K -2,259 -3%
RIG
7
RiverFront Investment Group
Virginia
$1.98M -$2.55M -111,485 -56%
SAI
8
Savvy Advisors Inc
New York
$1.8M +$1.63K +71 +0.1%
Truist Financial
9
Truist Financial
North Carolina
$1.56M +$53.2K +2,323 +4%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$1.35M
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.14M -$41K -1,792 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.1M +$23.6K +1,029 +2%
PAG
13
Private Advisor Group
New Jersey
$1.09M +$58.4K +2,550 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$963K +$37.2K +1,626 +4%
OPWM
15
Oregon Pacific Wealth Management
Oregon
$818K +$159K +6,944 +24%
AFP
16
Ausdal Financial Partners
Iowa
$736K +$76.8K +3,352 +12%
Osaic Holdings
17
Osaic Holdings
Arizona
$699K -$216K -9,449 -24%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$646K -$34.1K -1,488 -5%
CF
19
Claris Financial
Virginia
$594K
IA
20
IFG Advisory
Georgia
$486K -$30.6K -1,338 -6%
KAS
21
Kestra Advisory Services
Texas
$408K -$115K -5,039 -22%
SF
22
Summit Financial
New Jersey
$408K +$404K +17,652 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$401K +$397K +17,352 New
PA
24
PFG Advisors
Arizona
$397K -$7.15K -312 -2%
SA
25
Sanctuary Advisors
Indiana
$383K -$8.15K -356 -2%

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.