ALPS Medical Breakthroughs ETF
SBIO
52 hedge funds and large institutions have $60.8M invested in ALPS Medical Breakthroughs ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 12 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
1.41% more ownership
Funds ownership: 32.98% → 34.39% (+1.4%)
3% less capital invested
Capital invested by funds: $62.7M → $60.8M (-$1.93M)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 53 → 52 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.71M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.52M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$495K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$467K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.04M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.03M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$843K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$644K |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$495K |
| 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 | – | – | – |
|
|
BCM
53
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$1.03M | -24,600 | Closed |
|
|
54
Stifel Financial
St. Louis,
Missouri
| – | -$843K | -20,150 | Closed |
|
|
FEM
55
Fulcrum Equity Management
Plano,
Texas
| – | -$495K | -11,841 | Closed |
|
|
NCM
56
Niemann Capital Management
Stateline,
Nevada
| – | -$491K | -11,740 | Closed |
|
|
X
57
Xponance
Philadelphia,
Pennsylvania
| – | -$466K | -11,130 | Closed |
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$248K | -5,935 | Closed |
|
|
PAG
59
Private Advisor Group
Morristown,
New Jersey
| – | -$100K | -2,380 | Closed |
|
|
CAN
60
Cetera Advisor Networks
El Segundo,
California
| – | -$52K | -1,242 | Closed |
|
61
BlackRock
New York
| – | -$16K | -371 | Closed |
|
|
MPWT
62
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$14K | -325 | Closed |
|
|
CG
63
Cutler Group
San Francisco,
California
| – | -$8.21K | -199 | Closed |
|
SBIO Hedge Fund Activity: Q3 2020 in Review
52 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q3 2020, worth a combined $60.8M — down 3.1% from $62.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SBIO and 11 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $1.04M.
- 52 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q3 2020, down from 53 in Q2 2020.
- Funds reported $60.8M of ALPS Medical Breakthroughs ETF stock for Q3 2020, down 3.1% quarter-over-quarter.
- 11 funds opened new ALPS Medical Breakthroughs ETF positions in Q3 2020 and 12 closed out, a net change of -1 holder.
- The largest ALPS Medical Breakthroughs ETF buyer in Q3 2020 was Tower Research Capital (TRC), an estimated $1.71M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q3 2020 was Morgan Stanley, an estimated $1.04M sold.
Based on aggregated 13F filings for Q3 2020.