SBIO icon

ALPS Medical Breakthroughs ETF

67 hedge funds and large institutions have $74M invested in ALPS Medical Breakthroughs ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+15
Holders Change %
+28.85%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
16
Reduced
14
Closed
4
Calls
$1.97M
Puts
$324K
Net Calls
+$1.64M
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
51
TrustCore Financial Services
Tennessee
$12K +$12K +227 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$11K +$11K +200 New
LFG
53
Larson Financial Group
Missouri
$11K +$11K +205 New
PS
54
Planned Solutions
California
$10K
IAIM
55
International Assets Investment Management
Florida
$9K +$9K +182 New
ASN
56
Advisory Services Network
Georgia
$8K
BWM
57
Baystate Wealth Management
Massachusetts
$7K +$7K +135 New
NFG
58
Next Financial Group
Texas
$5K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$5K
FCFS
60
First Command Financial Services
Texas
$5K +$5K +100 New
FCB
61
First Command Bank
Texas
$5K +$5K +100 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.1K +$4.1K +80 New
LWA
63
Lenox Wealth Advisors
New York
$2K
IA
64
IFP Advisors
Florida
$1K
AFG
65
Albion Financial Group
Utah
$1K +$1K +12 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$1K +$1K +24 New
TI
67
tru Independence
Oregon
$36 +$36 +700 New
GIA
68
Gladstone Institutional Advisory
Florida
-$494K -12,001 Closed
GT
69
Glenmede Trust
Pennsylvania
-$8K -215 Closed
PFS
70
Prospera Financial Services
Texas
-$7K -176 Closed
WCG
71
Weaver Consulting Group
California
-$1K -15 Closed