Alps Dynamic Core Income ETFRFCIETF
13F holders, Q2 2025 (June 30)15holders
2new positions
2sold out
1famous investor
$22.58avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding Alps Dynamic Core Income ETF (RFCI) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Prospera Financial Services Inc ($4.3M), RiverFront Investment Group, LLC ($3.8M) 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 (Q2 2025)
- CUSIP
- 00162Q536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 2 | $217K |
All 13F filers, Q1 2025 → Q2 2025: 125,331 shares bought and 22,354 shares sold, net +102,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Prospera Financial Services Inc | 0.08% | Add +1.1% | 191,313 | $4.3M |
| RiverFront Investment Group, LLC | 0.07% | Reduce -4.6% | 169,227 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 137,469 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 124,312 | $2.8M |
| Alps Advisors Inc. | 0.01% | New | 103,823 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -6.9% | 28,137 | $635K |
| Jane Street Group, LLC | 0.00% | Add +131.3% | 26,363 | $595K |
| Elevated Capital Advisors, LLC | 0.13% | No change | 20,399 | $459K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.9% | 13,740 | $310K |
| Leigh Baldwin & Co., LLC | 0.13% | Add +1.1% | 9,086 | $205K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,411 | $32K |
| Evolution Wealth Management Inc. | 0.01% | — | 275 | $6K |
| UBS Group AG | 0.00% | New | 270 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 258 | $6K |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% 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.