Alps Active Equity OpportuniRFFCETF

13F holders, Q2 2024 (June 30)
17holders +1
2new positions
1sold out
1famous investor
$54.28avg. 13F price*

At the end of Q2 2024, 17 institutions reported holding Alps Active Equity Opportuni (RFFC) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($6.4M), Envestnet Asset Management Inc. ($3.3M) 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 (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions2$68K
Exits1$1.3M

All 13F filers, Q1 2024 → Q2 2024: 3,439 shares bought and 36,408 shares sold, net −32,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

RiverFront Investment Group, LLC 0.17% Reduce -4.5% 118,150 $6.4M
Envestnet Asset Management Inc. 0.00% Add +2.2% 60,592 $3.3M
Truist Financial Corp. 0.00% Reduce -2.3% 47,680 $2.6M
Prospera Financial Services Inc 0.07% Reduce -1.5% 45,389 $2.5M
Fermata Advisors, LLC 0.22% Add +5.5% 17,422 $945K
Elevated Capital Advisors, LLC 0.18% Reduce -2.3% 11,973 $650K
Osaic Holdings, Inc. 0.00% Reduce -9.9% 11,632 $631K
Citadel Advisors 0.00% Reduce -4.4% 6,977 $379K
Koshinski Asset Management, Inc. 0.03% Reduce -7.0% 6,418 $354K
Stratos Wealth Partners, LTD. 0.01% No change 6,399 $347K
NewEdge Advisors, LLC 0.00% Add +0.0% 2,507 $136K
GAMMA Investing LLC 0.01% New 1,202 $65K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -73.2% 1,110 $60K
JPMorgan Chase & Co. 0.00% No change 1,080 $59K
Morgan Stanley 0.00% No change 200 $11K
UBS Group AG 0.00% New 47 $3K
Wells Fargo & Company 0.00% No change 1 $54

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