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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

41 hedge funds and large institutions have $44.3M invested in ALPS Medical Breakthroughs ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
10
Closed
7
Calls
$874K
Puts
$38K
Net Calls
+$836K
Net Calls Change
+$689K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.51M
2
Wells Fargo
2
Wells Fargo
California
$1.13M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$366K
4
RJA
4
Raymond James & Associates
Florida
$213K
5
Citadel Advisors
5
Citadel Advisors
Florida
$294K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
PF
3
Phoenix Financial
Israel
$0
4
UBS Group
4
UBS Group
Switzerland
$2.62M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$434K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
26
HighMark Wealth Management
Minnesota
$23.7K – – –
RI
27
Ridgewood Investments
New Jersey
$21.4K +$4.35K +7,200 +26%
First Manhattan
28
First Manhattan
New York
$12.6K +$12.6K +400 New
S
29
SignatureFD
Georgia
$6.31K – – –
ADL
30
Asset Dedication LLC
California
$5K – – –
VNA
31
Valley National Advisers
Pennsylvania
$5K – – –
FFA
32
Farther Finance Advisors
California
$4.04K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$3.16K – – –
CCA
34
Column Capital Advisors
Indiana
$3.16K – – –
FCFS
35
First Command Financial Services
Texas
$3.16K – – –
FCB
36
First Command Bank
Texas
$3.16K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.16K +$3.16K +100 New
IA
38
IFP Advisors
Florida
$2.62K – – –
William Blair & Company
39
William Blair & Company
Illinois
$1.1K +$1.1K +35 New
AFG
40
Albion Financial Group
Utah
$379 – – –
OP
41
ORG Partners
Indiana
$346 +$346 +11 New
BPA
42
Beacon Pointe Advisors
California
– -$853K -31,386 Closed
Stifel Financial
43
Stifel Financial
Missouri
– -$684K -25,145 Closed
PF
44
Phoenix Financial
Israel
– -$462K -12,800 Closed
BAM
45
Belpointe Asset Management
Nevada
– -$30.9K -1,136 Closed
CT
46
Cambridge Trust
Massachusetts
– -$14K -516 Closed
CG
47
Cutler Group
California
– -$7K -280 Closed
ASN
48
Advisory Services Network
Georgia
– -$4.08K -150 Closed
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