ALPS Medical Breakthroughs ETF
SBIO
51 hedge funds and large institutions have $55.2M invested in ALPS Medical Breakthroughs ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.
75,300% more call options, than puts
Call options by funds: $3.77M | Put options by funds: $5K
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
26% more capital invested
Capital invested by funds: $44M → $55.2M (+$11.2M)
9% more funds holding
Funds holding: 47 → 51 (+4)
2.4% less ownership
Funds ownership: 27.06% → 24.65% (-2.4%)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$437K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$428K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$257K |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$255K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$953K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$787K |
| 3 |
Jane Street
New York
|
-$711K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$590K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$585K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWA
51
Lenox Wealth Advisors
New York
| $2K | – | – | – |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$953K | -25,691 | Closed |
|
|
53
Jane Street
New York
| – | -$711K | -22,540 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$141K | -3,806 | Closed |
|
|
WAP
55
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$60K | -1,894 | Closed |
|
|
EWM
56
Elmwood Wealth Management
Berkeley,
California
| – | -$22K | -700 | Closed |
|
|
WCG
57
Weaver Consulting Group
Huntington Beach,
California
| – | -$18K | -500 | Closed |
|
|
SWP
58
Strategic Wealth Partners
Independence,
Ohio
| – | -$5 | -187 | Closed |
|
SBIO Hedge Fund Activity: Q4 2019 in Review
51 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2019, worth a combined $55.2M — up 26% from $44M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SBIO positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $437K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $953K sold.
- 51 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2019, up from 47 in Q3 2019.
- Funds reported $55.2M of ALPS Medical Breakthroughs ETF stock for Q4 2019, up 26% quarter-over-quarter.
- 11 funds opened new ALPS Medical Breakthroughs ETF positions in Q4 2019 and 7 closed out, a net change of +4 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q4 2019 was Morgan Stanley, an estimated $437K added.
- The largest ALPS Medical Breakthroughs ETF seller in Q4 2019 was Susquehanna International Group, an estimated $953K sold.
Based on aggregated 13F filings for Q4 2019.