Alps Dynamic Core Income ETFRFCIETF

13F holders, Q1 2024 (March 31)
13holders
1famous investor
$22.31avg. 13F price*

At the end of Q1 2024, 13 institutions reported holding Alps Dynamic Core Income ETF (RFCI) in their 13F filings. The largest holders were RiverFront Investment Group, LLC ($9.8M), Prospera Financial Services Inc ($4.5M) and Envestnet Asset Management Inc. ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Dynamic Core Income ETF
Filed as
ALPS ETF TR (Q1 2024)
CUSIP
00162Q536
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 13Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 15Q4 2024Q1 2025: 15Q1 2025Q2 2025: 15Q2 2025Q3 2025: 14Q3 2025Q4 2025: 13Q4 2025Q1 2026: 13Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits1$87K

Ownership 13 holders

RiverFront Investment Group, LLC 0.28% Add +5.4% 439,722 $9.8M
Prospera Financial Services Inc 0.13% Add +10.4% 199,669 $4.5M
Envestnet Asset Management Inc. 0.00% Add +9.2% 162,503 $3.6M
Truist Financial Corp. 0.00% Add +9.9% 142,802 $3.2M
Elevated Capital Advisors, LLC 0.61% Reduce -11.3% 95,522 $2.1M
Jane Street Group, LLC 0.00% Reduce -38.0% 43,330 $967K
Citadel Advisors 0.00% Add +1.3% 28,942 $646K
Royal Bank of Canada 0.00% No change 15,517 $346K
Bank of Montreal 0.00% Reduce -50.1% 5,558 $124K
Osaic Holdings, Inc. 0.00% Reduce -15.4% 5,229 $117K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -7.7% 3,081 $68K
UBS Group AG 0.00% Add +5820.8% 1,421 $32K
NewEdge Advisors, LLC 0.00% No change 1,369 $31K

"% of holder's portfolio" is RFCI's weight in each manager's 13F, not the share of Alps Dynamic Core Income ETF the manager owns.