Alps Dynamic Core Income ETFRFCIETF
13F holders, Q4 2024 (December 31)15holders +1
2new positions
2sold out
1famous investor
$22.23avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Alps Dynamic Core Income ETF (RFCI) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($8.8M), Prospera Financial Services Inc ($4.3M) and Envestnet Asset Management Inc. ($3.2M). 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 (Q4 2024)
- CUSIP
- 00162Q536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $443 |
| Exits | 2 | $123K |
All 13F filers, Q3 2024 → Q4 2024: 16,023 shares bought and 26,295 shares sold, net −10,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| RiverFront Investment Group, LLC | 0.20% | Reduce -3.0% | 394,541 | $8.8M |
| Prospera Financial Services Inc | 0.10% | Add +0.4% | 193,193 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 145,913 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 123,159 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +45.0% | 41,302 | $918K |
| Citadel Advisors | 0.00% | Add +1.9% | 29,669 | $660K |
| Elevated Capital Advisors, LLC | 0.12% | Reduce -0.8% | 19,128 | $425K |
| Susquehanna International Group, LLP | 0.00% | Add +15.5% | 13,892 | $309K |
| Bison Wealth, LLC | 0.03% | — | 10,086 | $224K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.4% | 1,309 | $29K |
| GAMMA Investing LLC | 0.00% | No change | 258 | $6K |
| Wells Fargo & Company | 0.00% | No change | 195 | $4K |
| UBS Group AG | 0.00% | Add +63.3% | 129 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 18 | $421 |
| Morgan Stanley | 0.00% | New | 1 | $22 |
"% 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.