ALPS Medical Breakthroughs ETF
SBIO
28 hedge funds and large institutions have $19.2M invested in ALPS Medical Breakthroughs ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
33% more call options, than puts
Call options by funds: $703K | Put options by funds: $530K
16% more capital invested
Capital invested by funds: $16.6M → $19.2M (+$2.62M)
8% more funds holding
Funds holding: 26 → 28 (+2)
0.14% more ownership
Funds ownership: 14.55% → 14.69% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.47M |
| 2 |
Morgan Stanley
New York
|
+$478K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$332K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$327K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$656K |
| 3 |
VF
Virtu Financial
New York
|
-$451K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$29K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$24.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Simplex Trading
Chicago,
Illinois
| $2K | -$1.11K | -38 | -37% |
|
|
AWM
27
AllSquare Wealth Management
Albany,
New York
| $2K | – | – | – |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $1K | -$8.57K | -292 | -88% |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$656K | -22,343 | Closed |
|
30
Creative Planning
Overland Park,
Kansas
| – | -$8K | -300 | Closed |
|
|
CG
31
Cutler Group
San Francisco,
California
| – | -$88 | -3 | Closed |
|
SBIO Hedge Fund Activity: Q3 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q3 2017, worth a combined $19.2M — up 16% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SBIO positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Barometer Capital Management, opening a new position worth an estimated $2.47M. The largest seller was Wells Fargo, cutting an estimated $2.55M.
- 28 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q3 2017, up from 26 in Q2 2017.
- Funds reported $19.2M of ALPS Medical Breakthroughs ETF stock for Q3 2017, up 16% quarter-over-quarter.
- 5 funds opened new ALPS Medical Breakthroughs ETF positions in Q3 2017 and 3 closed out, a net change of +2 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q3 2017 was Barometer Capital Management, an estimated $2.47M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q3 2017 was Wells Fargo, an estimated $2.55M sold.
Based on aggregated 13F filings for Q3 2017.