ALPS Medical Breakthroughs ETF
SBIO
34 hedge funds and large institutions have $23.9M invested in ALPS Medical Breakthroughs ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
24% more capital invested
Capital invested by funds: $19.2M → $23.9M (+$4.63M)
21% more funds holding
Funds holding: 28 → 34 (+6)
2.63% more ownership
Funds ownership: 14.69% → 17.33% (+2.6%)
1% less call options, than puts
Call options by funds: $597K | Put options by funds: $603K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$725K |
| 2 |
Morgan Stanley
New York
|
+$724K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$531K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$509K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$268K |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$250K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$116K |
| 4 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
-$62.6K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Calton & Associates
Tampa,
Florida
| $20K | +$17.9K | +571 | New |
|
|
MPWT
27
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $15.3K | +$6.23K | +199 | +74% |
|
|
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $14.8K | – | – | – |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| $12K | +$11.1K | +355 | New |
|
30
Envestnet Asset Management
Chicago,
Illinois
| $11K | +$9.14K | +292 | +730% |
|
|
GT
31
Glenmede Trust
Philadelphia,
Pennsylvania
| $7K | – | – | – |
|
32
CIBC Private Wealth Group
Atlanta,
Georgia
| $7K | +$6.26K | +200 | New |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $4K | +$63 | +2 | +2% |
|
|
AWM
34
AllSquare Wealth Management
Albany,
New York
| $2K | – | – | – |
|
|
FANJ
35
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$16K | -500 | Closed |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| – | -$14K | -450 | Closed |
|
|
MFW
37
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$12K | -400 | Closed |
|
38
Simplex Trading
Chicago,
Illinois
| – | -$2K | -66 | Closed |
|
SBIO Hedge Fund Activity: Q4 2017 in Review
34 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2017, worth a combined $23.9M — up 24% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SBIO positions and 4 closed out — a net gain of 6 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $725K. The largest seller was Wells Fargo, cutting an estimated $268K.
- 34 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2017, up from 28 in Q3 2017.
- Funds reported $23.9M of ALPS Medical Breakthroughs ETF stock for Q4 2017, up 24% quarter-over-quarter.
- 10 funds opened new ALPS Medical Breakthroughs ETF positions in Q4 2017 and 4 closed out, a net change of +6 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q4 2017 was Raymond James & Associates, an estimated $725K added.
- The largest ALPS Medical Breakthroughs ETF seller in Q4 2017 was Wells Fargo, an estimated $268K sold.
Based on aggregated 13F filings for Q4 2017.