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ALPS Medical Breakthroughs ETF
SBIO

56 hedge funds and large institutions have $43.4M invested in ALPS Medical Breakthroughs ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4.57% less ownership

Funds ownership: 37.38% → 32.8% (-4.6%)

15% less funds holding

Funds holding: 66 → 56 (-10)

36% less capital invested

Capital invested by funds: $67.5M → $43.4M (-$24.2M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
16
Closed
10
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
-$341K

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$772K
2
SFS
Strategic Financial Services
New York
+$763K
3
TRCT
Tower Research Capital (TRC)
New York
+$549K
4
Bank of America
Bank of America
North Carolina
+$253K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$234K

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$4.65M
2
MC
Matisse Capital
Oregon
-$2.54M
3
Morgan Stanley
Morgan Stanley
New York
-$1.98M
4
Wells Fargo
Wells Fargo
California
-$1.97M
5
LPL Financial
LPL Financial
California
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
51
Column Capital Advisors
Indiana
$4K +$3.88K +112 New
FCB
52
First Command Bank
Texas
$3K – – –
FCFS
53
First Command Financial Services
Texas
$3K – – –
LWA
54
Lenox Wealth Advisors
New York
$1K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1K – – –
SIC
56
SFE Investment Counsel
California
– -$425K -10,055 Closed
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
– -$369K -8,744 Closed
SWP
58
Stratos Wealth Partners
Ohio
– -$272K -6,444 Closed
UCFA
59
United Capital Financial Advisors
Texas
– -$207K -4,897 Closed
RPCONE
60
Retirement Planning Company of New England
Rhode Island
– -$140K -3,338 Closed
CG
61
Cutler Group
California
– -$52K -1,500 Closed
EWM
62
Elmwood Wealth Management
California
– -$42K -1,000 Closed
FHA
63
First Horizon Advisors
Tennessee
– -$7K -195 Closed
CFCI
64
Comprehensive Financial Consultants Institutional
Indiana
– -$1K -34 Closed
Fidelity Investments
65
Fidelity Investments
Massachusetts
– -$1K -14 Closed
1 2
3

SBIO Hedge Fund Activity: Q1 2022 in Review

56 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2022, worth a combined $43.4M — down 36% from $67.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SBIO and 3 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Stifel Financial, adding an estimated $772K. The largest seller was Phoenix Financial, cutting an estimated $4.65M.

  • 56 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2022, down from 66 in Q4 2021.
  • Funds reported $43.4M of ALPS Medical Breakthroughs ETF stock for Q1 2022, down 36% quarter-over-quarter.
  • 3 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2022 and 10 closed out, a net change of -7 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q1 2022 was Stifel Financial, an estimated $772K added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q1 2022 was Phoenix Financial, an estimated $4.65M sold.

Based on aggregated 13F filings for Q1 2022.