ALPS Medical Breakthroughs ETF
SBIO
47 hedge funds and large institutions have $46.9M invested in ALPS Medical Breakthroughs ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.
143% more call options, than puts
Call options by funds: $1.91M | Put options by funds: $787K
4% more capital invested
Capital invested by funds: $45M → $46.9M (+$1.93M)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 48 → 47 (-1)
3.47% less ownership
Funds ownership: 27.06% → 23.59% (-3.5%)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$1.64M |
| 2 |
Morgan Stanley
New York
|
+$1.37M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$753K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$654K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$531K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$3.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.46M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.8M |
| 5 |
Jane Street
New York
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Envestnet Asset Management
Chicago,
Illinois
| – | -$701K | -24,923 | Closed |
|
|
TSS
52
Two Sigma Securities
New York
| – | -$298K | -10,586 | Closed |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$99.3K | -2,971 | Closed |
|
|
PG
54
Patten Group
Chattanooga,
Tennessee
| – | -$22K | -765 | Closed |
|
55
Simplex Trading
Chicago,
Illinois
| – | -$19K | -692 | Closed |
|
56
William Blair & Company
Chicago,
Illinois
| – | -$9K | -335 | Closed |
|
|
FHA
57
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$3K | -140 | Closed |
|
|
WANY
58
Wealthspire Advisors (New York)
New York
| – | -$4K | -129 | Closed |
|
SBIO Hedge Fund Activity: Q1 2019 in Review
47 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2019, worth a combined $46.9M — up 4.3% from $45M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SBIO and 11 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 11 added.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $1.64M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $3.29M sold.
- 47 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2019, down from 48 in Q4 2018.
- Funds reported $46.9M of ALPS Medical Breakthroughs ETF stock for Q1 2019, up 4.3% quarter-over-quarter.
- 11 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2019 and 12 closed out, a net change of -1 holder.
- The largest ALPS Medical Breakthroughs ETF buyer in Q1 2019 was Cardan Capital Partners, an estimated $1.64M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q1 2019 was Bouchey Financial Group, an estimated $3.29M sold.
Based on aggregated 13F filings for Q1 2019.