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ALPS Medical Breakthroughs ETF
SBIO

Overview Fund Activity

53 hedge funds and large institutions have $62.7M invested in ALPS Medical Breakthroughs ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
11
Closed
9
Calls
$1.8M
Puts
$218K
Net Calls
+$1.58M
Net Calls Change
+$1.01M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.7M
2
NAM
2
NTV Asset Management
West Virginia
$3.16M
3
Bank of America
3
Bank of America
North Carolina
$8.32M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.56M
5
FEM
5
Fulcrum Equity Management
Texas
$495K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$615K
2
ASN
2
Advisory Services Network
Georgia
$0
3
UBS Group
3
UBS Group
Switzerland
$8.54M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
SFE Investment Counsel
California
$365K -$34.7K -829 -9%
SFG
27
Summit Financial Group
West Virginia
$347K +$347K +8,300 New
MC
28
Matisse Capital
Oregon
$311K +$311K +7,440 New
RA
29
RFG Advisory
Alabama
$302K +$24K +575 +9%
EWA
30
Exencial Wealth Advisors
Oklahoma
$295K +$295K +7,064 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$248K +$248K +5,935 New
SWP
32
Stratos Wealth Partners
Ohio
$238K +$238K +5,679 New
Citadel Advisors
33
Citadel Advisors
Florida
$220K +$220K +5,269 New
UCFA
34
United Capital Financial Advisors
Texas
$203K +$203K +4,850 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$167K – – –
AWM
36
AllSquare Wealth Management
New York
$149K -$20.9K -500 -12%
US Bancorp
37
US Bancorp
Minnesota
$100K +$58.3K +1,400 +140%
PAG
38
Private Advisor Group
New Jersey
$100K +$100K +2,380 New
KPCM
39
Kings Point Capital Management
New York
$67K – – –
CAN
40
Cetera Advisor Networks
California
$52K +$52K +1,242 New
EWM
41
Elmwood Wealth Management
California
$29K – – –
Simplex Trading
42
Simplex Trading
Illinois
$27K +$27K +659 New
APA
43
American Portfolios Advisors
New York
$20.6K +$2.51K +60 +14%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +452 New
BlackRock
45
BlackRock
New York
$16K +$16K +371 New
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
GT
47
Glenmede Trust
Pennsylvania
$8K – – –
CG
48
Cutler Group
California
$8K +$8K +199 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
LWA
50
Lenox Wealth Advisors
New York
$2K – – –
1
2
3