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ALPS Medical Breakthroughs ETF
SBIO

37 hedge funds and large institutions have $53M invested in ALPS Medical Breakthroughs ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $47.8M → $53M (+$5.13M)

6.03% more ownership

Funds ownership: 46.42% → 52.44% (+6%)

3% less funds holding

Funds holding: 38 → 37 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$6M
2
OMC
Old Mission Capital
Illinois
+$420K
3
Jane Street
Jane Street
New York
+$357K
4
GAM
Griffin Asset Management
New York
+$261K
5
JIP
Jaffetilchin Investment Partners
Florida
+$245K

Top Sellers

Rank Fund Capital Flow
1
CVA
Central Valley Advisors
California
-$536K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$496K
3
Citadel Advisors
Citadel Advisors
Florida
-$370K
4
UBS Group
UBS Group
Switzerland
-$241K
5
VF
Virtu Financial
New York
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$14.2K – – –
S
27
SignatureFD
Georgia
$7.47K – – –
ADL
28
Asset Dedication LLC
California
$6.24K – – –
TFGT
29
TS Financial Group (TSFG)
Illinois
$6K +$5.47K +150 New
RI
30
Ridgewood Investments
New Jersey
$5.73K -$168K -4,600 -23%
FFA
31
Farther Finance Advisors
California
$4.78K – – –
FCAS
32
First Command Advisory Services
Texas
$3.73K – – –
SL
33
Salomon & Ludwin
Virginia
$3.73K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$3.73K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$3.73K – – –
IAIM
36
International Assets Investment Management
Florida
$3.3K +$6M +164,557 New
AFG
37
Albion Financial Group
Utah
$448 – – –
Citadel Advisors
38
Citadel Advisors
Florida
– -$370K -11,003 Closed
VF
39
Virtu Financial
New York
– -$221K -6,590 Closed
CVA
40
Central Valley Advisors
California
– -$536K -5,250 Closed
HI
41
Harbour Investments
Wisconsin
– -$5.84K -174 Closed
MG
42
Mather Group
Illinois
– -$1.61K -45 Closed
OP
43
ORG Partners
Indiana
– -$372 -11 Closed
1
2

SBIO Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q3 2024, worth a combined $53M — up 11% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SBIO and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 9 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $6M. The largest seller was Central Valley Advisors, exiting entirely with an estimated $536K sold.

  • 37 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q3 2024, down from 38 in Q2 2024.
  • Funds reported $53M of ALPS Medical Breakthroughs ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 5 funds opened new ALPS Medical Breakthroughs ETF positions in Q3 2024 and 6 closed out, a net change of -1 holder.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $6M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q3 2024 was Central Valley Advisors, an estimated $536K sold.

Based on aggregated 13F filings for Q3 2024.