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ALPS Medical Breakthroughs ETF

28 hedge funds and large institutions have $20.9M invested in ALPS Medical Breakthroughs ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $592K | Put options by funds: $286K

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $16.1M → $20.9M (+$4.82M)

8% more funds holding

Funds holding: 2628 (+2)

4.41% more ownership

Funds ownership: 15.43%19.84% (+4.4%)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
11
Closed
3
Calls
$592K
Puts
$286K
Net Calls
+$306K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$5K
Simplex Trading
27
Simplex Trading
Illinois
$5K +$5.08K +204 New
AWM
28
AllSquare Wealth Management
New York
$2K +$1.77K +71 New
PFS
29
Prospera Financial Services
Texas
-$443K -18,275 Closed
VKH
30
Virtu KCG Holdings
New York
-$328K -14,295 Closed
Ameriprise
31
Ameriprise
Minnesota
-$226K -9,868 Closed

SBIO Hedge Fund Activity: Q1 2017 in Review

28 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2017, worth a combined $20.9M — up 30% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBIO positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.11M. The largest seller was Susquehanna International Group, cutting an estimated $1.08M.

  • 28 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2017, up from 26 in Q4 2016.
  • Funds reported $20.9M of ALPS Medical Breakthroughs ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 6 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2017 and 3 closed out, a net change of +3 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q1 2017 was Wells Fargo, an estimated $2.11M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2017.