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ALPS Strategic Income Fund

44 hedge funds and large institutions have $62.2M invested in ALPS Strategic Income Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more capital invested

Capital invested by funds: $58.7M → $62.2M (+$3.51M)

2.5% more ownership

Funds ownership: 64.76%67.26% (+2.5%)

2% more funds holding

Funds holding: 4344 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.4M +$174K +7,511 +1%
LPL Financial
2
LPL Financial
California
$7.91M +$46.2K +1,996 +0.6%
AA
3
ALPS Advisors
Colorado
$6.91M -$225K -9,700 -3%
SAI
4
Savvy Advisors Inc
New York
$3.57M +$1.75M +75,777 +98%
PFS
5
Prospera Financial Services
Texas
$3.37M +$111K +4,783 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.84M +$30.5K +1,319 +1%
AFG
7
Arkansas Financial Group
Arkansas
$2.84M +$48.8K +2,109 +2%
RIG
8
RiverFront Investment Group
Virginia
$2.51M -$113K -4,862 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.46M +$1.35M +58,162 +122%
MF
10
Meridian Financial
Massachusetts
$2.17M +$30.5K +1,318 +1%
Truist Financial
11
Truist Financial
North Carolina
$1.89M -$50K -2,158 -3%
PAG
12
Private Advisor Group
New Jersey
$1.68M +$577K +24,935 +53%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$1.24M -$96K -4,148 -7%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.17M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$945K -$93.5K -4,040 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$871K +$148K +6,395 +20%
AFP
17
Ausdal Financial Partners
Iowa
$733K -$7.27K -314 -1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$693K +$49.2K +2,126 +8%
CF
19
Claris Financial
Virginia
$551K +$185K +7,997 +51%
IA
20
IFG Advisory
Georgia
$524K +$12.5K +539 +2%
Raymond James Financial
21
Raymond James Financial
Florida
$467K -$12.7K -550 -3%
SF
22
Summit Financial
New Jersey
$411K
SA
23
Sanctuary Advisors
Indiana
$385K -$301 -13 -0.1%
PA
24
PFG Advisors
Arizona
$373K -$17.6K -759 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$341K -$9.19K -397 -3%

RIGS Hedge Fund Activity: Q3 2025 in Review

44 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ALPS Strategic Income Fund (RIGS) for Q3 2025, worth a combined $62.2M — up 6% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RIGS positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Savvy Advisors Inc, adding an estimated $1.75M. The largest seller was Oregon Pacific Wealth Management, exiting entirely with an estimated $768K sold.

  • 44 institutional investors held ALPS Strategic Income Fund (RIGS) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $62.2M of ALPS Strategic Income Fund stock for Q3 2025, up 6% quarter-over-quarter.
  • 3 funds opened new ALPS Strategic Income Fund positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest ALPS Strategic Income Fund buyer in Q3 2025 was Savvy Advisors Inc, an estimated $1.75M added.
  • The largest ALPS Strategic Income Fund seller in Q3 2025 was Oregon Pacific Wealth Management, an estimated $768K sold.

Based on aggregated 13F filings for Q3 2025.