Alps Active Equity OpportuniRFFCETF

13F holders, Q1 2025 (March 31)
13holders −3
0new positions
2sold out
$55.69avg. 13F price*

At the end of Q1 2025, 13 institutions reported holding Alps Active Equity Opportuni (RFFC) in their 13F filings, down 3 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($3.4M), Envestnet Asset Management Inc. ($3.3M) and Prospera Financial Services Inc ($2.6M).

Company
Alps Active Equity Opportuni
Filed as
ALPS ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits2$243K

All 13F filers, Q4 2024 → Q1 2025: 1,252 shares bought and 62,185 shares sold, net −60,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

RiverFront Investment Group, LLC 0.08% Reduce -46.0% 60,963 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.9% 59,128 $3.3M
Prospera Financial Services Inc 0.06% Add +2.8% 46,210 $2.6M
Truist Financial Corp. 0.00% Reduce -2.2% 44,739 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -4.2% 16,540 $921K
Fermata Advisors, LLC 0.10% Reduce -13.3% 10,356 $577K
Stratos Wealth Partners, LTD. 0.01% No change 6,030 $336K
Koshinski Asset Management, Inc. 0.03% No change 5,316 $296K
GAMMA Investing LLC 0.01% No change 2,442 $136K
NewEdge Advisors, LLC 0.00% Add +0.4% 1,937 $108K
JPMorgan Chase & Co. 0.00% Reduce -0.3% 1,077 $60K
Bank of America Corp. 0.00% Reduce -59.1% 500 $28K
Morgan Stanley 0.00% No change 200 $11K

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