Alps Dynamic Core Income ETFRFCIETF
13F holders, Q1 2025 (March 31)15holders
1new positions
1sold out
1famous investor
$22.50avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Alps Dynamic Core Income ETF (RFCI) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Prospera Financial Services Inc ($4.3M), RiverFront Investment Group, LLC ($4.0M) and Envestnet Asset Management Inc. ($3.1M). 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 2025)
- CUSIP
- 00162Q536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $202K |
| Exits | 1 | $3K |
All 13F filers, Q4 2024 → Q1 2025: 13,393 shares bought and 263,354 shares sold, net −249,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Prospera Financial Services Inc | 0.10% | Reduce -2.1% | 189,189 | $4.3M |
| RiverFront Investment Group, LLC | 0.09% | Reduce -55.0% | 177,447 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 135,689 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 122,042 | $2.7M |
| Citadel Advisors | 0.00% | Add +1.9% | 30,226 | $680K |
| Elevated Capital Advisors, LLC | 0.13% | Add +6.6% | 20,399 | $459K |
| Susquehanna International Group, LLP | 0.00% | Add +16.2% | 16,138 | $363K |
| Jane Street Group, LLC | 0.00% | Reduce -72.4% | 11,400 | $256K |
| Bison Wealth, LLC | 0.02% | Reduce -6.8% | 9,396 | $211K |
| Leigh Baldwin & Co., LLC | 0.16% | New | 8,985 | $202K |
| NewEdge Advisors, LLC | 0.00% | Add +7.8% | 1,411 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 258 | $6K |
| JPMorgan Chase & Co. | 0.00% | Add +1288.9% | 250 | $6K |
| Morgan Stanley | 0.00% | No change | 1 | $22 |
| Wells Fargo & Company | 0.00% | Reduce -99.5% | 1 | $14 |
"% 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.