Alps Active Equity OpportuniRFFCETF

13F holders, Q1 2024 (March 31)
16holders
1famous investor
$52.87avg. 13F price*

At the end of Q1 2024, 16 institutions reported holding Alps Active Equity Opportuni (RFFC) in their 13F filings. The largest holders were RiverFront Investment Group, LLC ($6.5M), Envestnet Asset Management Inc. ($3.1M) and Truist Financial Corp. ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Active Equity Opportuni
Filed as
ALPS ETF TR (Q1 2024)
CUSIP
00162Q510
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 16Q1 2024Q2 2024: 17Q2 2024Q3 2024: 15Q3 2024Q4 2024: 16Q4 2024Q1 2025: 13Q1 2025Q2 2025: 17Q2 2025Q3 2025: 15Q3 2025Q4 2025: 18Q4 2025Q1 2026: 19Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$1.6M
Exits3$333K

Ownership 16 holders

RiverFront Investment Group, LLC 0.18% Reduce -30.8% 123,727 $6.5M
Envestnet Asset Management Inc. 0.00% Reduce -9.8% 59,306 $3.1M
Truist Financial Corp. 0.00% Reduce -14.5% 48,781 $2.6M
Prospera Financial Services Inc 0.07% Reduce -34.9% 46,083 $2.4M
Susquehanna International Group, LLP 0.00% Add +25.6% 23,647 $1.3M
Fermata Advisors, LLC 0.20% New 16,519 $873K
Osaic Holdings, Inc. 0.00% Reduce -42.5% 12,914 $683K
Elevated Capital Advisors, LLC 0.19% Reduce -30.8% 12,250 $648K
Citadel Advisors 0.00% New 7,295 $386K
Koshinski Asset Management, Inc. 0.04% New 6,905 $365K
Stratos Wealth Partners, LTD. 0.01% Reduce -11.1% 6,399 $338K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -2.3% 4,135 $218K
NewEdge Advisors, LLC 0.00% Reduce -0.0% 2,506 $133K
JPMorgan Chase & Co. 0.00% Add +15.4% 1,080 $57K
Morgan Stanley 0.00% No change 200 $11K
Wells Fargo & Company 0.00% Add +0.0% 1 $30

"% of holder's portfolio" is RFFC's weight in each manager's 13F, not the share of Alps Active Equity Opportuni the manager owns.