ALPS Medical Breakthroughs ETF
SBIO
53 hedge funds and large institutions have $62.7M invested in ALPS Medical Breakthroughs ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.
726% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $218K
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
39% more capital invested
Capital invested by funds: $45M → $62.7M (+$17.8M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
13% more funds holding
Funds holding: 47 → 53 (+6)
2.64% more ownership
Funds ownership: 30.34% → 32.98% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.32M |
| 2 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
+$1.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$690K |
| 4 |
Morgan Stanley
New York
|
+$624K |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.17M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$539K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$444K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
WCG
52
Weaver Consulting Group
Huntington Beach,
California
| $1K | – | – | – |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| – | -$1.98M | -62,396 | Closed |
|
|
54
MML Investors Services
Springfield,
Massachusetts
| – | -$332K | -10,479 | Closed |
|
|
CBT
55
Central Bank & Trust
Lexington,
Kentucky
| – | -$32K | -1,000 | Closed |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15K | -494 | Closed |
|
|
WEC
57
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$16K | -466 | Closed |
|
|
SF
58
Synovus Financial
Columbus,
Georgia
| – | -$13K | -400 | Closed |
|
|
NFG
59
Next Financial Group
Houston,
Texas
| – | -$3K | -105 | Closed |
|
|
SWA
60
Sutton Wealth Advisors
Tampa,
Florida
| – | -$3.17K | -100 | Closed |
|
|
SQA
61
Simon Quick Advisors
Morristown,
New Jersey
| – | -$2K | -66 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | +$39 | +1 | New |
|
SBIO Hedge Fund Activity: Q2 2020 in Review
53 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2020, worth a combined $62.7M — up 39% from $45M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SBIO positions and 9 closed out — a net gain of 8 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.32M. The largest seller was Susquehanna International Group, cutting an estimated $3.17M.
- 53 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2020, up from 47 in Q1 2020.
- Funds reported $62.7M of ALPS Medical Breakthroughs ETF stock for Q2 2020, up 39% quarter-over-quarter.
- 17 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2020 and 9 closed out, a net change of +8 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q2 2020 was Wells Fargo, an estimated $1.32M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q2 2020 was Susquehanna International Group, an estimated $3.17M sold.
Based on aggregated 13F filings for Q2 2020.