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ALPS Medical Breakthroughs ETF

47 hedge funds and large institutions have $45M invested in ALPS Medical Breakthroughs ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
16
Closed
13
Calls
$832K
Puts
$258K
Net Calls
+$574K
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RFG Advisory
Alabama
$211K +$6.35K +200 +3%
AWM
27
AllSquare Wealth Management
New York
$129K -$19.6K -620 -13%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$127K +$127K +4,000 New
VCP
29
Verus Capital Partners
Arizona
$55K -$10.2K -325 -16%
KPCM
30
Kings Point Capital Management
New York
$51K +$51K +1,598 New
CBT
31
Central Bank & Trust
Kentucky
$32K
US Bancorp
32
US Bancorp
Minnesota
$31K
EWM
33
Elmwood Wealth Management
California
$24K +$24K +700 New
WEC
34
Winslow Evans & Crocker
Massachusetts
$16K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$15K +$5.01K +165 +50%
APA
36
American Portfolios Advisors
New York
$13.7K -$19K -598 -58%
SF
37
Synovus Financial
Georgia
$13K +$13K +400 New
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$10K
GT
39
Glenmede Trust
Pennsylvania
$9K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$5K
SWA
41
Sutton Wealth Advisors
Florida
$3.17K
NFG
42
Next Financial Group
Texas
$3K
SQA
43
Simon Quick Advisors
New Jersey
$2K +$2K +66 New
NL
44
NWAM LLC
Washington
$1.49K +$1.49K +47,006 New
LWA
45
Lenox Wealth Advisors
New York
$1K
WCG
46
Weaver Consulting Group
California
$1K +$1K +15 New
IA
47
IFP Advisors
Florida
$1K +$1K +27 New
Citadel Advisors
48
Citadel Advisors
Florida
-$787K -18,625 Closed
CWA
49
Capital Wealth Alliance
Arizona
-$353K -8,881 Closed
Wolverine Trading
50
Wolverine Trading
Illinois
-$292K -6,923 Closed