We are live on ! Find out more
SBIO icon

ALPS Medical Breakthroughs ETF

59 hedge funds and large institutions have $43.7M invested in ALPS Medical Breakthroughs ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2% more funds holding

Funds holding: 5859 (+1)

45% less capital invested

Capital invested by funds: $78.8M → $43.7M (-$35.1M)

59.04% less ownership

Funds ownership: 92.12%33.08% (-59%)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$463K -$2.44K -48 -0.5%
MIG
27
McGuire Investment Group
Rhode Island
$460K
PWA
28
Phoenix Wealth Advisors
North Carolina
$441K -$62.3K -1,224 -13%
EWA
29
Exencial Wealth Advisors
Oklahoma
$436K +$11.9K +233 +3%
KAS
30
Kestra Advisory Services
Texas
$428K +$90.1K +1,772 +28%
JIP
31
Jaffetilchin Investment Partners
Florida
$340K +$330K +6,492 New
IFG
32
Independent Financial Group
California
$314K +$5.59K +110 +2%
FFA
33
Farther Finance Advisors
California
$263K
SPIA
34
Steward Partners Investment Advisory
New York
$244K +$212K +4,165 +833%
RPCONE
35
Retirement Planning Company of New England
Rhode Island
$239K -$3.71K -73 -2%
AIA
36
Ally Invest Advisors
North Carolina
$221K -$12.5K -245 -5%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$220K -$4.68K -92 -2%
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$209K
CH
39
CDKV Holdings
Colorado
$140K
RF
40
Rossby Financial
Florida
$72.9K -$158K -3,100 -69%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$55.3K -$3K -59 -5%
US Bancorp
42
US Bancorp
Minnesota
$52.3K
UBS AM
43
UBS AM
Illinois
$18.3K +$17.8K +350 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$10.5K
ACA
45
Aptus Capital Advisors
Alabama
$9.42K
ASN
46
Advisory Services Network
Georgia
$9.42K +$9.16K +180 New
ADL
47
Asset Dedication LLC
California
$8.74K
SC
48
SouthState Corp
Florida
$7.33K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$6.02K +$5.85K +115 New
SL
50
Salomon & Ludwin
Virginia
$5.35K