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ALPS Medical Breakthroughs ETF

52 hedge funds and large institutions have $29.4M invested in ALPS Medical Breakthroughs ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.35% less ownership

Funds ownership: 32.8%30.45% (-2.4%)

7% less funds holding

Funds holding: 5652 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

32% less capital invested

Capital invested by funds: $43.4M → $29.4M (-$14M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
10
Reduced
15
Closed
10
Calls
$498K
Puts
Net Calls
+$498K
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$199K
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$168K +$125K +4,400 +264%
Osaic Holdings
28
Osaic Holdings
Arizona
$149K -$70.4K -2,470 -31%
William Blair & Company
29
William Blair & Company
Illinois
$106K
AWM
30
AllSquare Wealth Management
New York
$88K
AA
31
Ancora Advisors
Ohio
$35K +$35.9K +1,258 New
US Bancorp
32
US Bancorp
Minnesota
$28K
CT
33
Cambridge Trust
Massachusetts
$21K
HWM
34
HighMark Wealth Management
Minnesota
$15K +$4.28K +150 +38%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$14K
PTC
36
Private Trust Company
Ohio
$14K +$14.5K +509 New
LWANC
37
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
APA
38
American Portfolios Advisors
New York
$9.47K
First Manhattan
39
First Manhattan
New York
$8K
OC
40
Oakworth Capital
Alabama
$8K
S
41
SignatureFD
Georgia
$6K -$5.7K -200 -50%
VNA
42
Valley National Advisers
Pennsylvania
$5K -$54.4K -1,906 -93%
ADL
43
Asset Dedication LLC
California
$5K
CG
44
Cutler Group
California
$5K +$5.7K +200 New
TFS
45
TrustCore Financial Services
Tennessee
$4K
FCB
46
First Command Bank
Texas
$3K
FCFS
47
First Command Financial Services
Texas
$3K
SBL
48
Sargent Bickham Lagudis
Colorado
$3K +$2.85K +100 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1K
Simplex Trading
50
Simplex Trading
Illinois
$1K +$1.14K +40 New

SBIO Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2022, worth a combined $29.4M — down 32% from $43.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SBIO and 8 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.39M. The largest seller was Wells Fargo, cutting an estimated $3.71M.

  • 52 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2022, down from 56 in Q1 2022.
  • Funds reported $29.4M of ALPS Medical Breakthroughs ETF stock for Q2 2022, down 32% quarter-over-quarter.
  • 8 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2022 and 10 closed out, a net change of -2 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $1.39M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q2 2022 was Wells Fargo, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2022.