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ALPS Medical Breakthroughs ETF
SBIO

38 hedge funds and large institutions have $47.8M invested in ALPS Medical Breakthroughs ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 37 → 38 (+1)

1.89% more ownership

Funds ownership: 44.53% → 46.42% (+1.9%)

7% less capital invested

Capital invested by funds: $51.3M → $47.8M (-$3.49M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
13
Closed
5
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
-$390K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.49M
2
RI
Ridgewood Investments
New Jersey
+$673K
3
OMC
Old Mission Capital
Illinois
+$626K
4
GAM
Griffin Asset Management
New York
+$503K
5
LPL Financial
LPL Financial
California
+$295K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.64M
2
Morgan Stanley
Morgan Stanley
New York
-$881K
3
UBS Group
UBS Group
Switzerland
-$680K
4
GS
GTS Securities
New York
-$327K
5
KAS
Kestra Advisory Services
Texas
-$89.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$12.9K – – –
S
27
SignatureFD
Georgia
$6.72K – – –
HI
28
Harbour Investments
Wisconsin
$5.84K – – –
ADL
29
Asset Dedication LLC
California
$5.61K – – –
FFA
30
Farther Finance Advisors
California
$4.33K – – –
RI
31
Ridgewood Investments
New Jersey
$3.6K +$673K +20,100 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$3.45K – – –
SL
33
Salomon & Ludwin
Virginia
$3.36K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$3.36K – – –
FCAS
35
First Command Advisory Services
Texas
$3.36K +$3.35K +100 New
MG
36
Mather Group
Illinois
$1.61K +$1.51K +45 New
AFG
37
Albion Financial Group
Utah
$403 – – –
OP
38
ORG Partners
Indiana
$372 +$369 +11 New
GS
39
GTS Securities
New York
– -$327K -9,154 Closed
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
– -$50K -1,400 Closed
NCM
41
Northwest Capital Management
Oregon
– -$50K -1,400 Closed
First Manhattan
42
First Manhattan
New York
– -$14.3K -400 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
– -$11.6K -325 Closed
1
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SBIO Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2024, worth a combined $47.8M — down 6.8% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBIO positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.49M. The largest seller was Bank of America, cutting an estimated $1.64M.

  • 38 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2024, up from 37 in Q1 2024.
  • Funds reported $47.8M of ALPS Medical Breakthroughs ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
  • 6 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2024 and 5 closed out, a net change of +1 holder.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q2 2024 was Wells Fargo, an estimated $1.49M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q2 2024 was Bank of America, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2024.