SBIO icon

ALPS Medical Breakthroughs ETF
SBIO

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 %
Morgan Stanley
1
Morgan Stanley
New York
$11M +$545K +10,835 +5%
Bank of America
2
Bank of America
North Carolina
$10.3M +$249K +4,948 +2%
UBS Group
3
UBS Group
Switzerland
$10.3M +$289K +5,759 +3%
Wells Fargo
4
Wells Fargo
California
$8.54M -$475K -9,459 -5%
NAM
5
NTV Asset Management
West Virginia
$3.79M -$93.8K -1,866 -2%
CCP
6
Cardan Capital Partners
Colorado
$3.47M +$818K +16,272 +31%
PF
7
Phoenix Financial
Israel
$3.36M +$3.36M +85,000 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.23M +$1.45M +28,934 +82%
LPL Financial
9
LPL Financial
California
$2.32M +$269K +5,356 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.21M -$240K -4,776 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.04M -$46.4K -924 -2%
WIA
12
Wealthstreet Investment Advisors
Texas
$1.64M -$27.7K -550 -2%
Ameriprise
13
Ameriprise
Minnesota
$1.27M +$1.27M +25,340 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.26M +$350K +6,958 +38%
FEM
15
Fulcrum Equity Management
Texas
$1.24M +$1.24M +24,724 New
RJA
16
Raymond James & Associates
Florida
$1.18M +$149K +2,956 +14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.13M +$68.9K +1,371 +6%
Stifel Financial
18
Stifel Financial
Missouri
$954K +$691K +13,738 +262%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$839K +$300K +5,963 +56%
Citadel Advisors
20
Citadel Advisors
Florida
$696K -$1.06M -21,051 -60%
KAS
21
Kestra Advisory Services
Texas
$622K -$155K -3,074 -20%
TRCT
22
Tower Research Capital (TRC)
New York
$603K +$49.8K +991 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$593K +$266K +5,295 +81%
SFG
24
Summit Financial Group
West Virginia
$576K +$45.3K +900 +9%
CT
25
Cambridge Trust
Massachusetts
$568K -$294K -5,840 -34%
1
2 3 4