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ALPS Medical Breakthroughs ETF

47 hedge funds and large institutions have $46.9M invested in ALPS Medical Breakthroughs ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $787K

4% more capital invested

Capital invested by funds: $45M → $46.9M (+$1.93M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 4847 (-1)

3.47% less ownership

Funds ownership: 27.06%23.59% (-3.5%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
16
Closed
12
Calls
$1.91M
Puts
$787K
Net Calls
+$1.13M
Net Calls Change
+$288K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$236K -$99.3K -2,973 -31%
GIA
27
Gladstone Institutional Advisory
Florida
$206K +$190K +5,702 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$198K +$15.2K +454 +9%
WWM
29
Willingdon Wealth Management
North Carolina
$188K +$15.8K +473 +10%
AWM
30
AllSquare Wealth Management
New York
$155K +$334 +10 +0.2%
APA
31
American Portfolios Advisors
New York
$79.3K +$46.1K +1,381 +170%
ACM
32
Aviance Capital Management
Florida
$36K -$7.78K -233 -19%
GWM
33
Geneos Wealth Management
Colorado
$36K
EWM
34
Elmwood Wealth Management
California
$25K
Citigroup
35
Citigroup
New York
$18K -$10K -300 -38%
WEC
36
Winslow Evans & Crocker
Massachusetts
$18K +$15.6K +466 New
CA
37
Cetera Advisors
Colorado
$17K +$15.1K +451 New
WCG
38
Weaver Consulting Group
California
$17K +$16.7K +500 New
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$11.8K
CG
40
Cutler Group
California
$10K +$10K +300 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$7K
BWM
42
BerganKDV Wealth Management
Minnesota
$6K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.74K +112 New
SWA
44
Sutton Wealth Advisors
Florida
$3.62K +$3.34K +100 New
APC
45
Aspire Private Capital
North Carolina
$2K
TCM
46
Tradewinds Capital Management
Washington
$1K -$3.34K -100 -74%
GT
47
Glenmede Trust
Pennsylvania
$7
BFG
48
Bouchey Financial Group
New York
-$3.29M -116,745 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$2.46M -73,513 Closed
Jane Street
50
Jane Street
New York
-$1.28M -45,372 Closed

SBIO Hedge Fund Activity: Q1 2019 in Review

47 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2019, worth a combined $46.9M — up 4.3% from $45M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SBIO and 11 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 11 added.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $1.64M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $3.29M sold.

  • 47 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2019, down from 48 in Q4 2018.
  • Funds reported $46.9M of ALPS Medical Breakthroughs ETF stock for Q1 2019, up 4.3% quarter-over-quarter.
  • 11 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2019 and 12 closed out, a net change of -1 holder.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q1 2019 was Cardan Capital Partners, an estimated $1.64M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q1 2019 was Bouchey Financial Group, an estimated $3.29M sold.

Based on aggregated 13F filings for Q1 2019.