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ALPS Medical Breakthroughs ETF
SBIO

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

726% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $218K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $45M → $62.7M (+$17.8M)

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

13% more funds holding

Funds holding: 47 → 53 (+6)

2.64% more ownership

Funds ownership: 30.34% → 32.98% (+2.6%)

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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.32M
2
NAM
NTV Asset Management
West Virginia
+$1.15M
3
Bank of America
Bank of America
North Carolina
+$690K
4
Morgan Stanley
Morgan Stanley
New York
+$624K
5
FEM
Fulcrum Equity Management
Texas
+$467K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.17M
2
ASN
Advisory Services Network
Georgia
-$1.98M
3
UBS Group
UBS Group
Switzerland
-$539K
4
Osaic Holdings
Osaic Holdings
Arizona
-$444K
5
MML Investors Services
MML Investors Services
Massachusetts
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
SFE Investment Counsel
California
$365K -$32.7K -829 -9%
SFG
27
Summit Financial Group
West Virginia
$347K +$327K +8,300 New
MC
28
Matisse Capital
Oregon
$311K +$294K +7,440 New
RA
29
RFG Advisory
Alabama
$302K +$22.7K +575 +9%
EWA
30
Exencial Wealth Advisors
Oklahoma
$295K +$279K +7,064 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$248K +$234K +5,935 New
SWP
32
Stratos Wealth Partners
Ohio
$238K +$224K +5,679 New
Citadel Advisors
33
Citadel Advisors
Florida
$220K +$208K +5,269 New
UCFA
34
United Capital Financial Advisors
Texas
$203K +$191K +4,850 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$167K – – –
AWM
36
AllSquare Wealth Management
New York
$149K -$19.7K -500 -12%
US Bancorp
37
US Bancorp
Minnesota
$100K +$55.2K +1,400 +140%
PAG
38
Private Advisor Group
New Jersey
$100K +$93.9K +2,380 New
KPCM
39
Kings Point Capital Management
New York
$67K – – –
CAN
40
Cetera Advisor Networks
California
$52K +$49K +1,242 New
EWM
41
Elmwood Wealth Management
California
$29K – – –
Simplex Trading
42
Simplex Trading
Illinois
$27K +$26K +659 New
APA
43
American Portfolios Advisors
New York
$20.6K +$2.37K +60 +14%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$19K +$17.8K +452 New
BlackRock
45
BlackRock
New York
$16K +$14.6K +371 New
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
GT
47
Glenmede Trust
Pennsylvania
$8K – – –
CG
48
Cutler Group
California
$8K +$7.85K +199 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
LWA
50
Lenox Wealth Advisors
New York
$2K – – –
1
2
3

SBIO Hedge Fund Activity: Q2 2020 in Review

53 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2020, worth a combined $62.7M — up 39% from $45M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SBIO positions and 9 closed out — a net gain of 8 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.32M. The largest seller was Susquehanna International Group, cutting an estimated $3.17M.

  • 53 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2020, up from 47 in Q1 2020.
  • Funds reported $62.7M of ALPS Medical Breakthroughs ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 17 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2020 and 9 closed out, a net change of +8 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q2 2020 was Wells Fargo, an estimated $1.32M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q2 2020 was Susquehanna International Group, an estimated $3.17M sold.

Based on aggregated 13F filings for Q2 2020.