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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

70 hedge funds and large institutions have $79M invested in ALPS Medical Breakthroughs ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
12
Closed
9
Calls
$2.61M
Puts
$573K
Net Calls
+$2.04M
Net Calls Change
+$394K

Top Buyers

1
PF
Phoenix Financial
Israel
$3.36M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.23M
3
Ameriprise
Ameriprise
Minnesota
$1.27M
4
FEM
Fulcrum Equity Management
Texas
$1.24M
5
CCP
Cardan Capital Partners
Colorado
$3.47M

Top Sellers

1
NL
NWAM LLC
Washington
$0
2
Citadel Advisors
Citadel Advisors
Florida
$696K
3
VNA
Valley National Advisers
Pennsylvania
$226K
4
Wells Fargo
Wells Fargo
California
$8.54M
5
CT
Cambridge Trust
Massachusetts
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$20K – – –
LWANC
52
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
TWM
53
Tradition Wealth Management
Minnesota
$16K – – –
First Manhattan
54
First Manhattan
New York
$15K – – –
OC
55
Oakworth Capital
Alabama
$15K – – –
William Blair & Company
56
William Blair & Company
Illinois
$15K +$15K +300 New
HI
57
Harbour Investments
Wisconsin
$13K +$13K +258 New
TFS
58
TrustCore Financial Services
Tennessee
$11K – – –
IA
59
IFP Advisors
Florida
$10K +$8.6K +166 +615%
CFA
60
Carroll Financial Associates
North Carolina
$10K +$10K +200 New
IAIM
61
International Assets Investment Management
Florida
$9K – – –
FCFS
62
First Command Financial Services
Texas
$5K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
NFG
64
Next Financial Group
Texas
$5K – – –
FCB
65
First Command Bank
Texas
$5K – – –
CG
66
Cutler Group
California
$4K -$72.7K -1,800 -95%
LWA
67
Lenox Wealth Advisors
New York
$2K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1K +$77 +2 +8%
FHA
69
First Horizon Advisors
Tennessee
$1K +$1K +20 New
BWA
70
BDO Wealth Advisors
Florida
$1K +$1K +25 New
NL
71
NWAM LLC
Washington
– -$2.25M -43,999 Closed
Simplex Trading
72
Simplex Trading
Illinois
– -$56K -1,096 Closed
TI
73
tru Independence
Oregon
– -$36 -700 Closed
LFG
74
Larson Financial Group
Missouri
– -$11K -205 Closed
PS
75
Planned Solutions
California
– -$10K -200 Closed
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