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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

66 hedge funds and large institutions have $74.8M invested in ALPS Medical Breakthroughs ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
14
Closed
13
Calls
$1.57M
Puts
$519K
Net Calls
+$1.05M
Net Calls Change
-$985K

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$2.54M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.23M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
FTUS
4
Flow Traders U.S.
New York
$596K
5
BPA
5
Beacon Pointe Advisors
California
$426K

Top Sellers

1
WIA
1
Wealthstreet Investment Advisors
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.55M
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.39M
5
UBS Group
5
UBS Group
Switzerland
$9.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
Exencial Wealth Advisors
Oklahoma
$428K +$112K +2,287 +35%
BPA
27
Beacon Pointe Advisors
California
$426K +$426K +8,700 New
MC
28
Matisse Capital
Oregon
$369K +$5.09K +104 +1%
SWP
29
Stratos Wealth Partners
Ohio
$300K +$20.5K +420 +7%
CCC
30
Crescent Capital Consulting
Louisiana
$293K – – –
CT
31
Cambridge Trust
Massachusetts
$250K -$301K -6,171 -55%
UCFA
32
United Capital Financial Advisors
Texas
$249K +$9.77K +200 +4%
VNA
33
Valley National Advisers
Pennsylvania
$210K -$9.13K -187 -4%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$201K – – –
AWM
35
AllSquare Wealth Management
New York
$155K -$28.2K -575 -15%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$98K +$15.9K +326 +19%
KPCM
37
Kings Point Capital Management
New York
$78K – – –
US Bancorp
38
US Bancorp
Minnesota
$49K – – –
EWM
39
Elmwood Wealth Management
California
$49K – – –
ASN
40
Advisory Services Network
Georgia
$42K +$42K +850 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$29K +$4.36K +90 +18%
S
42
SignatureFD
Georgia
$20K – – –
MCM
43
MV Capital Management
Maryland
$20K +$20K +400 New
First Manhattan
44
First Manhattan
New York
$19K +$4.75K +100 +33%
LWANC
45
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
CFD
46
Creative Financial Designs
Indiana
$17K -$19.4K -400 -53%
APA
47
American Portfolios Advisors
New York
$16.7K -$6.12K -125 -27%
OC
48
Oakworth Capital
Alabama
$15K – – –
TWM
49
Tradition Wealth Management
Minnesota
$15K – – –
FHC
50
First Horizon Corporation
Tennessee
$14K +$14K +305 New
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2
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