Alps Dynamic US Dividend AdvRFDAETF
13F holders, Q4 2024 (December 31)24holders +2
1new positions
2sold out
1famous investor
$55.92avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Alps Dynamic US Dividend Adv (RFDA) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($31.5M), Prospera Financial Services Inc ($13.3M) and Envestnet Asset Management Inc. ($10.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Dynamic US Dividend Adv
- Filed as
- ALPS ETF TR (Q4 2024)
- CUSIP
- 00162Q528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $333K |
| Exits | 2 | $55K |
All 13F filers, Q3 2024 → Q4 2024: 103,570 shares bought and 6,553 shares sold, net +97,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| RiverFront Investment Group, LLC | 0.72% | Add +5.8% | 563,174 | $31.5M |
| Prospera Financial Services Inc | 0.31% | Add +10.3% | 238,107 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 190,922 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +7.5% | 175,029 | $9.8M |
| Retirement Planning Group, LLC / NY | 4.35% | — | 70,676 | $4.0M |
| Raymond James Financial Inc. | 0.00% | — | 37,870 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -5.1% | 37,565 | $2.1M |
| Bison Wealth, LLC | 0.23% | — | 33,437 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +259.8% | 16,434 | $919K |
| GAMMA Investing LLC | 0.07% | Add +21.6% | 15,362 | $859K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.9% | 15,173 | $848K |
| Leigh Baldwin & Co., LLC | 0.44% | — | 9,273 | $518K |
| DAVENPORT & Co LLC | 0.00% | Add +8.8% | 8,777 | $491K |
| Elevated Capital Advisors, LLC | 0.13% | Reduce -28.7% | 8,290 | $464K |
| Two Sigma Investments, LP | 0.00% | Add +100.0% | 7,400 | $414K |
| Citadel Advisors | 0.00% | New | 5,957 | $333K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.0% | 5,937 | $332K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 5,926 | $331K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,482 | $139K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.4% | 1,028 | $57K |
| Wells Fargo & Company | 0.00% | Add +0.2% | 545 | $30K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 185 | $10K |
| UBS Group AG | 0.00% | Add +135.7% | 99 | $6K |
| Luminist Capital LLC | 0.00% | — | 39 | $2K |
"% of holder's portfolio" is RFDA's weight in each manager's 13F, not the share of Alps Dynamic US Dividend Adv the manager owns.