ALPS Medical Breakthroughs ETF
SBIO
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.
355% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $573K
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $74M → $79M (+$5M)
4% more funds holding
Funds holding: 67 → 70 (+3)
1.98% more ownership
Funds ownership: 28.9% → 30.88% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$4.71M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.4M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.37M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$901K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$2.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.17M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$958K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$524K |
| 5 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
-$323K |
SBIO Hedge Fund Activity: Q1 2021 in Review
70 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2021, worth a combined $79M — up 6.8% from $74M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SBIO positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Phoenix Financial, opening a new position worth an estimated $4.71M. The largest seller was NWAM LLC, exiting entirely with an estimated $2.25M sold.
- 70 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2021, up from 67 in Q4 2020.
- Funds reported $79M of ALPS Medical Breakthroughs ETF stock for Q1 2021, up 6.8% quarter-over-quarter.
- 13 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2021 and 9 closed out, a net change of +4 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q1 2021 was Phoenix Financial, an estimated $4.71M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q1 2021 was NWAM LLC, an estimated $2.25M sold.
Based on aggregated 13F filings for Q1 2021.