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ALPS Medical Breakthroughs ETF
SBIO

Overview Fund Activity

70 hedge funds and large institutions have $79M invested in ALPS Medical Breakthroughs ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
12
Closed
9
Calls
$2.61M
Puts
$573K
Net Calls
+$2.04M
Net Calls Change
+$394K

Top Buyers

1
PF
Phoenix Financial
Israel
$3.36M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.23M
3
Ameriprise
Ameriprise
Minnesota
$1.27M
4
FEM
Fulcrum Equity Management
Texas
$1.24M
5
CCP
Cardan Capital Partners
Colorado
$3.47M

Top Sellers

1
NL
NWAM LLC
Washington
$0
2
Citadel Advisors
Citadel Advisors
Florida
$696K
3
VNA
Valley National Advisers
Pennsylvania
$226K
4
Wells Fargo
Wells Fargo
California
$8.54M
5
CT
Cambridge Trust
Massachusetts
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Griffin Asset Management
New York
$458K – – –
SIC
27
SFE Investment Counsel
California
$451K -$94K -1,869 -17%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$424K +$39.4K +785 +10%
MC
29
Matisse Capital
Oregon
$373K – – –
RA
30
RFG Advisory
Alabama
$338K – – –
EWA
31
Exencial Wealth Advisors
Oklahoma
$325K +$11.9K +237 +4%
CCC
32
Crescent Capital Consulting
Louisiana
$302K – – –
SWP
33
Stratos Wealth Partners
Ohio
$287K -$18.6K -370 -6%
UCFA
34
United Capital Financial Advisors
Texas
$246K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$235K +$235K +4,683 New
VNA
36
Valley National Advisers
Pennsylvania
$226K -$871K -17,301 -79%
BPCE
37
Bank Pictet & Cie (Europe)
Germany
$221K +$221K +4,400 New
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$206K – – –
PGFC
39
Peapack-Gladstone Financial Corp
New Jersey
$201K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$201K – – –
AWM
41
AllSquare Wealth Management
New York
$188K +$20.9K +415 +12%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$85K +$59.8K +1,186 +237%
KPCM
43
Kings Point Capital Management
New York
$80K – – –
ACA
44
Atlas Capital Advisors
Wyoming
$70.4K +$70.4K +1,400 New
US Bancorp
45
US Bancorp
Minnesota
$50K – – –
EWM
46
Elmwood Wealth Management
California
$50K +$50K +1,000 New
CFD
47
Creative Financial Designs
Indiana
$38K +$10.1K +200 +36%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$28K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$26K +$26K +509 New
APA
50
American Portfolios Advisors
New York
$23.5K – – –
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2
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