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ALPS Medical Breakthroughs ETF
SBIO

56 hedge funds and large institutions have $43.4M invested in ALPS Medical Breakthroughs ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4.57% less ownership

Funds ownership: 37.38% → 32.8% (-4.6%)

15% less funds holding

Funds holding: 66 → 56 (-10)

36% less capital invested

Capital invested by funds: $67.5M → $43.4M (-$24.2M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
16
Closed
10
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
-$341K

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$772K
2
SFS
Strategic Financial Services
New York
+$763K
3
TRCT
Tower Research Capital (TRC)
New York
+$549K
4
Bank of America
Bank of America
North Carolina
+$253K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$234K

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$4.65M
2
MC
Matisse Capital
Oregon
-$2.54M
3
Morgan Stanley
Morgan Stanley
New York
-$1.98M
4
Wells Fargo
Wells Fargo
California
-$1.97M
5
LPL Financial
LPL Financial
California
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$246K -$466K -13,434 -65%
GIA
27
Gladstone Institutional Advisory
Florida
$223K +$58.7K +1,695 +34%
Jane Street
28
Jane Street
New York
$208K +$214K +6,189 New
IA
29
IFP Advisors
Florida
$199K +$178K +5,123 +8,005%
William Blair & Company
30
William Blair & Company
Illinois
$129K – – –
AWM
31
AllSquare Wealth Management
New York
$106K – – –
VNA
32
Valley National Advisers
Pennsylvania
$69K -$32.2K -930 -31%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$56K +$52K +1,500 +904%
KPCM
34
Kings Point Capital Management
New York
$54K – – –
US Bancorp
35
US Bancorp
Minnesota
$34K – – –
CT
36
Cambridge Trust
Massachusetts
$26K -$86.7K -2,503 -76%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$17K -$16K -462 -48%
HWM
38
HighMark Wealth Management
Minnesota
$13K – – –
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
S
40
SignatureFD
Georgia
$13K – – –
APA
41
American Portfolios Advisors
New York
$11.5K – – –
TWM
42
Tradition Wealth Management
Minnesota
$11K – – –
First Manhattan
43
First Manhattan
New York
$10K – – –
OC
44
Oakworth Capital
Alabama
$10K – – –
ADL
45
Asset Dedication LLC
California
$6K – – –
PFS
46
Prospera Financial Services
Texas
$6K +$6.1K +176 New
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$5.05K – – –
TFS
48
TrustCore Financial Services
Tennessee
$5K -$2.67K -77 -34%
MWM
49
Mascoma Wealth Management
New Hampshire
$4K – – –
SCA
50
Sandy Cove Advisors
Massachusetts
$4K – – –
1
2
3

SBIO Hedge Fund Activity: Q1 2022 in Review

56 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2022, worth a combined $43.4M — down 36% from $67.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SBIO and 3 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Stifel Financial, adding an estimated $772K. The largest seller was Phoenix Financial, cutting an estimated $4.65M.

  • 56 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2022, down from 66 in Q4 2021.
  • Funds reported $43.4M of ALPS Medical Breakthroughs ETF stock for Q1 2022, down 36% quarter-over-quarter.
  • 3 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2022 and 10 closed out, a net change of -7 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q1 2022 was Stifel Financial, an estimated $772K added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q1 2022 was Phoenix Financial, an estimated $4.65M sold.

Based on aggregated 13F filings for Q1 2022.