RFDA Institutional Ownership
ALPS Dynamic US Dividend Advantage ETF
1W: -1.0%
1M: -3.0%
3M: +0.1%
YTD: +12.1%
1Y: +13.1%
3Y: +71.9%
5Y: +79.6%
$71.11
+0.38 (+0.54%)
Weekly Expected Move ±1.0%
$70
$70
$71
$72
$73
Overview
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Institutional Ownership — RFDA
28
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
86M
Total Invested
4
New Positions
11
Increased
10
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 228,402 | $16M | -14,929 | -6.1% | 40Q | SEC ↗ |
| 2 | Prospera Financial Services Inc | 219,625 | $16M | -21,351 | -8.9% | 29Q | SEC ↗ |
| 3 | ALPS ADVISORS INC | 202,772 | $14M | +33,680 | +19.9% | 5Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 180,087 | $13M | +5,587 | +3.2% | 30Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 171,545 | $12M | +6,794 | +4.1% | 27Q | SEC ↗ |
| 6 | RETIREMENT PLANNING GROUP, LLC / NY | 58,513 | $4M | -1,964 | -3.2% | 7Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 31,508 | $2M | +942 | +3.1% | 7Q | SEC ↗ |
| 8 | Bison Wealth, LLC | 29,714 | $2M | -221 | -0.7% | 3Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 18,184 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 15,933 | $1M | +186 | +1.2% | 17Q | SEC ↗ |
| 11 | GAMMA Investing LLC | 14,780 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 12 | Koshinski Asset Management, Inc. | 13,151 | $935K | -1,962 | -13.0% | 27Q | SEC ↗ |
| 13 | DAVENPORT & Co LLC | 13,151 | $935K | +1,423 | +12.1% | 15Q | SEC ↗ |
| 14 | EWA, LLC NEW | 10,032 | $713K | — | +0.0% | 1Q | SEC ↗ |
| 15 | LEIGH BALDWIN & CO., LLC | 8,195 | $583K | +16 | +0.2% | 7Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 4,950 | $352K | -289 | -5.5% | 15Q | SEC ↗ |
| 17 | Stratos Wealth Partners, LTD. | 4,050 | $288K | — | +0.0% | 36Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 3,488 | $248K | -5,987 | -63.2% | 3Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 3,073 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 2,371 | $169K | -111 | -4.5% | 15Q | SEC ↗ |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | 1,021 | $73K | +130 | +14.6% | 5Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 836 | $59K | — | +0.0% | 15Q | SEC ↗ |
| 23 | UBS Group AG | 631 | $45K | +242 | +62.2% | 16Q | SEC ↗ |
| 24 | Elevated Capital Advisors, LLC | 618 | $44K | -356 | -36.6% | 16Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP NEW | 214 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 87 | $6K | +1 | +1.2% | 21Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 37 | $3K | +36 | +3600.0% | 19Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -4,380 | -100.0% | 7Q | SEC ↗ |
| 29 | Luminist Capital LLC | 0 | $0K | -39 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,184 | $1M |
| EWA, LLC | 10,032 | $713K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,073 | $219K |
| JONES FINANCIAL COMPANIES LLLP | 214 | $15K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 4,380 | $311K |
| Luminist Capital LLC | 39 | $3K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALPS ADVISORS INC | +33,680 | +19.9% | 202,772 |
| TRUIST FINANCIAL CORP | +6,794 | +4.1% | 171,545 |
| ENVESTNET ASSET MANAGEMENT INC | +5,587 | +3.2% | 180,087 |
| DAVENPORT & Co LLC | +1,423 | +12.1% | 13,151 |
| RAYMOND JAMES FINANCIAL INC | +942 | +3.1% | 31,508 |
| UBS Group AG | +242 | +62.2% | 631 |
| Janney Montgomery Scott LLC | +186 | +1.2% | 15,933 |
| EVOLUTION WEALTH MANAGEMENT INC. | +130 | +14.6% | 1,021 |
| WELLS FARGO & COMPANY/MN | +36 | +3600.0% | 37 |
| LEIGH BALDWIN & CO., LLC | +16 | +0.2% | 8,195 |
| MORGAN STANLEY | +1 | +1.2% | 87 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Prospera Financial Services Inc | -21,351 | -8.9% | 219,625 |
| RiverFront Investment Group, LLC | -14,929 | -6.1% | 228,402 |
| CITADEL ADVISORS LLC | -5,987 | -63.2% | 3,488 |
| RETIREMENT PLANNING GROUP, LLC / NY | -1,964 | -3.2% | 58,513 |
| Koshinski Asset Management, Inc. | -1,962 | -13.0% | 13,151 |
| Elevated Capital Advisors, LLC | -356 | -36.6% | 618 |
| Kestra Advisory Services, LLC | -289 | -5.5% | 4,950 |
| Bison Wealth, LLC | -221 | -0.7% | 29,714 |
| JPMORGAN CHASE & CO | -111 | -4.5% | 2,371 |