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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

35 hedge funds and large institutions have $73.5M invested in ALPS Medical Breakthroughs ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$2M
2
SFS
2
Strategic Financial Services
New York
$1.14M
3
MWM
3
Moran Wealth Management
Florida
$300K
4
Citadel Advisors
4
Citadel Advisors
Florida
$713K
5
AIA
5
Ally Invest Advisors
North Carolina
$200K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.62M
2
DC
2
Davenport & Co
Virginia
$20.8M
3
GS
3
GWN Securities
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.45M
5
NAM
5
NTV Asset Management
West Virginia
$612K
Name Market Value Shares Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$35M 1,465,173 – –
DC
2
Davenport & Co
Virginia
$20.8M 685,637 -62,485 -8%
Wells Fargo
3
Wells Fargo
California
$3.89M 129,341 +1,181 +0.9%
GS
4
GTS Securities
New York
$2M 66,627 +41,739 +168%
Bank of America
5
Bank of America
North Carolina
$1.62M 53,747 -85,952 -62%
UBS Group
6
UBS Group
Switzerland
$1.61M 53,449 -1,983 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.45M 48,204 -17,018 -26%
SFS
8
Strategic Financial Services
New York
$1.14M 38,032 +18,807 +98%
GAM
9
Griffin Asset Management
New York
$906K 30,135 – –
PWA
10
Phoenix Wealth Advisors
North Carolina
$785K 26,106 -312 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$713K 23,706 +9,154 +63%
NAM
12
NTV Asset Management
West Virginia
$612K 20,336 -6,850 -25%
LPL Financial
13
LPL Financial
California
$585K 19,459 -2,175 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$315K 10,489 -79 -0.7%
KAS
15
Kestra Advisory Services
Texas
$310K 10,324 -344 -3%
MWM
16
Moran Wealth Management
Florida
$300K 9,981 +9,981 New
MIG
17
McGuire Investment Group
Rhode Island
$250K 8,310 – –
FAIM
18
Financial Advocates Investment Management
Washington
$243K 8,075 – –
EWA
19
Exencial Wealth Advisors
Oklahoma
$233K 7,735 -1,868 -19%
AIA
20
Ally Invest Advisors
North Carolina
$200K 6,665 +6,665 New
FFA
21
Farther Finance Advisors
California
$150K 4,978 – –
RF
22
Rossby Financial
Florida
$141K 4,680 -500 -10%
Raymond James Financial
23
Raymond James Financial
Florida
$81.6K 2,712 +2,712 New
AWM
24
AllSquare Wealth Management
New York
$62.9K 2,092 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$37K 1,129 +394 +54%
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