ALPS Medical Breakthroughs ETF
SBIO
52 hedge funds and large institutions have $29.4M invested in ALPS Medical Breakthroughs ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.
2.35% less ownership
Funds ownership: 32.8% → 30.45% (-2.4%)
7% less funds holding
Funds holding: 56 → 52 (-4)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
32% less capital invested
Capital invested by funds: $43.4M → $29.4M (-$14M)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.39M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$362K |
| 3 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
+$220K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$160K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.71M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.25M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.12M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$986K |
| 5 |
Morgan Stanley
New York
|
-$600K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Stifel Financial
St. Louis,
Missouri
| – | -$986K | -29,307 | Closed |
|
52
Citadel Advisors
Miami,
Florida
| – | -$274K | -8,155 | Closed |
|
|
GIA
53
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$223K | -6,619 | Closed |
|
54
Jane Street
New York
| – | -$208K | -6,189 | Closed |
|
|
TWM
55
Tradition Wealth Management
Edina,
Minnesota
| – | -$11K | -313 | Closed |
|
|
PFS
56
Prospera Financial Services
Dallas,
Texas
| – | -$6K | -176 | Closed |
|
57
Koshinski Asset Management
Decatur,
Illinois
| – | -$5.05K | -150 | Closed |
|
|
MWM
58
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$4K | -123 | Closed |
|
|
SCA
59
Sandy Cove Advisors
Hingham,
Massachusetts
| – | -$4K | -117 | Closed |
|
|
CCA
60
Column Capital Advisors
Indianapolis,
Indiana
| – | -$4K | -112 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$29 | +1 | New |
|
SBIO Hedge Fund Activity: Q2 2022 in Review
52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2022, worth a combined $29.4M — down 32% from $43.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SBIO and 8 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.39M. The largest seller was Wells Fargo, cutting an estimated $3.71M.
- 52 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2022, down from 56 in Q1 2022.
- Funds reported $29.4M of ALPS Medical Breakthroughs ETF stock for Q2 2022, down 32% quarter-over-quarter.
- 8 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2022 and 10 closed out, a net change of -2 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $1.39M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q2 2022 was Wells Fargo, an estimated $3.71M sold.
Based on aggregated 13F filings for Q2 2022.