ALPS Medical Breakthroughs ETF
SBIO
48 hedge funds and large institutions have $44.6M invested in ALPS Medical Breakthroughs ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 20 reducing their positions, and 4 closing their positions.
253% more call options, than puts
Call options by funds: $258K | Put options by funds: $73K
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
51% more capital invested
Capital invested by funds: $29.5M → $44.6M (+$15.1M)
10.52% more ownership
Funds ownership: 29.74% → 40.26% (+11%)
9% more funds holding
Funds holding: 44 → 48 (+4)
85% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
+$18.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$675K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$574K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$520K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$960K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$676K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$268K |
| 5 |
Morgan Stanley
New York
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15K | -500 | Closed |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$3K | -100 | Closed |
|
SBIO Hedge Fund Activity: Q4 2022 in Review
48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2022, worth a combined $44.6M — up 51% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SBIO positions and 4 closed out — a net gain of 5 holders — while 3 added to existing stakes and 20 trimmed.
The largest buyer was Davenport & Co, opening a new position worth an estimated $18.4M. The largest seller was UBS Group, cutting an estimated $2.6M.
- 48 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $44.6M of ALPS Medical Breakthroughs ETF stock for Q4 2022, up 51% quarter-over-quarter.
- 9 funds opened new ALPS Medical Breakthroughs ETF positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q4 2022 was Davenport & Co, an estimated $18.4M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q4 2022 was UBS Group, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2022.