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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

39 hedge funds and large institutions have $38.8M invested in ALPS Medical Breakthroughs ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-9
Holders Change %
-18.75%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
16
Closed
13
Calls
$201K
Puts
$54K
Net Calls
+$147K
Net Calls Change
-$38K

Top Buyers

1
DC
1
Davenport & Co
Virginia
$18.7M
2
SFS
2
Strategic Financial Services
New York
$1.51M
3
Stifel Financial
3
Stifel Financial
Missouri
$684K
4
Bank of America
4
Bank of America
North Carolina
$3.54M
5
PWA
5
Phoenix Wealth Advisors
North Carolina
$273K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$544K
2
AC
2
ASB Consultores
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$126K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
26
HighMark Wealth Management
Minnesota
$20.4K +$5.44K +200 +36%
CT
27
Cambridge Trust
Massachusetts
$14K -$1.36K -50 -9%
CG
28
Cutler Group
California
$7K -$2.5K -100 -26%
S
29
SignatureFD
Georgia
$5.44K – – –
ADL
30
Asset Dedication LLC
California
$5K – – –
ASN
31
Advisory Services Network
Georgia
$4.08K – – –
VNA
32
Valley National Advisers
Pennsylvania
$4K – – –
FFA
33
Farther Finance Advisors
California
$3.48K – – –
IA
34
IFP Advisors
Florida
$3.22K -$169K -4,365 -98%
TRCT
35
Tower Research Capital (TRC)
New York
$3K – – –
FCFS
36
First Command Financial Services
Texas
$2.72K – – –
FCB
37
First Command Bank
Texas
$2.72K – – –
CCA
38
Column Capital Advisors
Indiana
$2.72K +$2.72K +100 New
AFG
39
Albion Financial Group
Utah
$327 – – –
AC
40
ASB Consultores
Florida
– -$783K -25,771 Closed
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
– -$580K -19,081 Closed
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
– -$527K -17,374 Closed
JIP
43
Jaffetilchin Investment Partners
Florida
– -$447K -14,711 Closed
SFG
44
Summit Financial Group
West Virginia
– -$264K -8,700 Closed
RJA
45
Raymond James & Associates
Florida
– -$229K -7,554 Closed
IAIM
46
International Assets Investment Management
Florida
– -$202K -5,425 Closed
William Blair & Company
47
William Blair & Company
Illinois
– -$102K -3,344 Closed
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
– -$55K -1,800 Closed
NA
49
NewEdge Advisors
Louisiana
– -$12.2K -400 Closed
First Manhattan
50
First Manhattan
New York
– -$9.11K -300 Closed
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