Alps Active Equity OpportuniRFFCETF
13F holders, Q2 2025 (June 30)17holders +4
3new positions
1sold out
$60.14avg. 13F price*
At the end of Q2 2025, 17 institutions reported holding Alps Active Equity Opportuni (RFFC) in their 13F filings, up 4 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Alps Advisors Inc. ($9.3M), Osaic Holdings, Inc. ($968K) and Fermata Advisors, LLC ($623K).
- Company
- Alps Active Equity Opportuni
- Filed as
- ALPS ETF TR (Q2 2025)
- CUSIP
- 00162Q510
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $9.7M |
| Exits | 1 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 161,542 shares bought and 192,458 shares sold, net −30,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Alps Advisors Inc. | 0.05% | New | 153,955 | $9.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 16,096 | $968K |
| Fermata Advisors, LLC | 0.17% | No change | 10,356 | $623K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.0% | 10,041 | $604K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 6,030 | $363K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 5,316 | $320K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -91.4% | 5,263 | $317K |
| Main Street Financial Solutions, LLC | 0.02% | New | 5,126 | $308K |
| Prospera Financial Services Inc | 0.00% | Reduce -91.3% | 4,031 | $243K |
| UBS Group AG | 0.00% | New | 2,459 | $148K |
| GAMMA Investing LLC | 0.01% | No change | 2,442 | $147K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 1,938 | $117K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,077 | $65K |
| Evolution Wealth Management Inc. | 0.02% | — | 276 | $17K |
| Morgan Stanley | 0.00% | No change | 200 | $12K |
| Bank of America Corp. | 0.00% | Reduce -61.8% | 191 | $11K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $44 |
"% of holder's portfolio" is RFFC's weight in each manager's 13F, not the share of Alps Active Equity Opportuni the manager owns.