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ALPS Medical Breakthroughs ETF

66 hedge funds and large institutions have $67.5M invested in ALPS Medical Breakthroughs ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

10% more funds holding

Funds holding: 6066 (+6)

1.99% more ownership

Funds ownership: 35.39%37.38% (+2%)

6% less capital invested

Capital invested by funds: $71.7M → $67.5M (-$4.16M)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
9
Reduced
23
Closed
4
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
51
Asset Dedication LLC
California
$7K
FHA
52
First Horizon Advisors
Tennessee
$7K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$7K +$2.94K +66 +66%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$6.34K
FCB
55
First Command Bank
Texas
$5K
SCA
56
Sandy Cove Advisors
Massachusetts
$5K +$5.21K +117 New
MWM
57
Mascoma Wealth Management
New Hampshire
$5K +$5.48K +123 New
NFG
58
Next Financial Group
Texas
$4K -$4.46K -100 -49%
FCFS
59
First Command Financial Services
Texas
$4K
IA
60
IFP Advisors
Florida
$3K
HI
61
Harbour Investments
Wisconsin
$2K
LWA
62
Lenox Wealth Advisors
New York
$2K
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1K -$9.05K -203 -94%
AFG
65
Albion Financial Group
Utah
$1K
CFCI
66
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.51K +34 New
MML Investors Services
67
MML Investors Services
Massachusetts
-$644K -14,141 Closed
CFA
68
Cahill Financial Advisors
Minnesota
-$23K -500 Closed
MCM
69
MV Capital Management
Maryland
-$18K -400 Closed
CFA
70
Carroll Financial Associates
North Carolina
-$9K -200 Closed

SBIO Hedge Fund Activity: Q4 2021 in Review

66 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2021, worth a combined $67.5M — down 5.8% from $71.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SBIO positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 23 trimmed.

The largest buyer was Matisse Capital, adding an estimated $5.99M. The largest seller was Bank of America, cutting an estimated $1.08M.

  • 66 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2021, up from 60 in Q3 2021.
  • Funds reported $67.5M of ALPS Medical Breakthroughs ETF stock for Q4 2021, down 5.8% quarter-over-quarter.
  • 11 funds opened new ALPS Medical Breakthroughs ETF positions in Q4 2021 and 4 closed out, a net change of +7 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q4 2021 was Matisse Capital, an estimated $5.99M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q4 2021 was Bank of America, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2021.