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ALPS Medical Breakthroughs ETF
SBIO

39 hedge funds and large institutions have $74.7M invested in ALPS Medical Breakthroughs ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 36 → 39 (+3)

0% more capital invested

Capital invested by funds: $74.3M → $74.7M (+$356K)

1.38% less ownership

Funds ownership: 104.33% → 102.96% (-1.4%)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$575K
2
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$278K
3
MWM
Moran Wealth Management
Florida
+$248K
4
IFG
Independent Financial Group
California
+$189K
5
Wells Fargo
Wells Fargo
California
+$67.8K

Top Sellers

Rank Fund Capital Flow
1
DC
Davenport & Co
Virginia
-$6.88M
2
GS
GTS Securities
New York
-$971K
3
Citadel Advisors
Citadel Advisors
Florida
-$713K
4
UBS Group
UBS Group
Switzerland
-$682K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$42.6K +$37.6K +1,095 New
US Bancorp
27
US Bancorp
Minnesota
$38.9K – – –
Comerica Bank
28
Comerica Bank
Texas
$27.2K +$24.1K +700 New
Osaic Holdings
29
Osaic Holdings
Arizona
$20.9K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$7.77K – – –
ASN
31
Advisory Services Network
Georgia
$7K +$6.19K +180 New
ADL
32
Asset Dedication LLC
California
$6.49K – – –
SC
33
SouthState Corp
Florida
$5.44K – – –
SL
34
Salomon & Ludwin
Virginia
$3.98K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$3.89K – – –
FCAS
36
First Command Advisory Services
Texas
$3.89K – – –
Citigroup
37
Citigroup
New York
$1.75K +$1.55K +45 New
PCTC
38
Perkins Coie Trust Company
Washington
$1.44K +$1.27K +37 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Citadel Advisors
40
Citadel Advisors
Florida
– -$713K -23,706 Closed
FAIM
41
Financial Advocates Investment Management
Washington
– -$243K -8,075 Closed
Raymond James Financial
42
Raymond James Financial
Florida
– -$81.6K -2,712 Closed
IA
43
IFP Advisors
Florida
– -$9.98K -332 Closed
AFG
44
Albion Financial Group
Utah
– -$361 -12 Closed
1
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SBIO Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q3 2025, worth a combined $74.7M — up 0.48% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SBIO positions and 5 closed out — a net gain of 3 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $575K. The largest seller was Davenport & Co, cutting an estimated $6.88M.

  • 39 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $74.7M of ALPS Medical Breakthroughs ETF stock for Q3 2025, up 0.48% quarter-over-quarter.
  • 8 funds opened new ALPS Medical Breakthroughs ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q3 2025 was Virtu Financial, an estimated $575K added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q3 2025 was Davenport & Co, an estimated $6.88M sold.

Based on aggregated 13F filings for Q3 2025.