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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

507% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $324K

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

29% more funds holding

Funds holding: 5267 (+15)

22% more capital invested

Capital invested by funds: $60.8M → $74M (+$13.2M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

5.49% less ownership

Funds ownership: 34.39%28.9% (-5.5%)

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
Change in
Stake
TFS
51
TrustCore Financial Services
Tennessee
$12K +$10.8K +227 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$11K +$9.52K +200 New
LFG
53
Larson Financial Group
Missouri
$11K +$9.75K +205 New
PS
54
Planned Solutions
California
$10K
IAIM
55
International Assets Investment Management
Florida
$9K +$8.66K +182 New
ASN
56
Advisory Services Network
Georgia
$8K
BWM
57
Baystate Wealth Management
Massachusetts
$7K +$6.42K +135 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$5K
NFG
59
Next Financial Group
Texas
$5K
FCB
60
First Command Bank
Texas
$5K +$4.76K +100 New
FCFS
61
First Command Financial Services
Texas
$5K +$4.76K +100 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.1K +$3.81K +80 New
LWA
63
Lenox Wealth Advisors
New York
$2K
IA
64
IFP Advisors
Florida
$1K
AFG
65
Albion Financial Group
Utah
$1K +$571 +12 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$1K +$1.14K +24 New
TI
67
tru Independence
Oregon
$36 +$33.3K +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

SBIO Hedge Fund Activity: Q4 2020 in Review

67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2020, worth a combined $74M — up 22% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SBIO positions and 4 closed out — a net gain of 17 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $510K. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 67 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2020, up from 52 in Q3 2020.
  • Funds reported $74M of ALPS Medical Breakthroughs ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 21 funds opened new ALPS Medical Breakthroughs ETF positions in Q4 2020 and 4 closed out, a net change of +17 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $510K added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2020.