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ALPS Medical Breakthroughs ETF
SBIO

Overview Fund Activity

39 hedge funds and large institutions have $38.8M invested in ALPS Medical Breakthroughs ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
39
Holders Change
-9
Holders Change %
-18.75%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
16
Closed
13
Calls
$201K
Puts
$54K
Net Calls
+$147K
Net Calls Change
-$38K

Top Buyers

1
DC
1
Davenport & Co
Virginia
$18.7M
2
SFS
2
Strategic Financial Services
New York
$1.51M
3
Stifel Financial
3
Stifel Financial
Missouri
$684K
4
Bank of America
4
Bank of America
North Carolina
$3.54M
5
PWA
5
Phoenix Wealth Advisors
North Carolina
$273K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$544K
2
AC
2
ASB Consultores
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$126K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
1
Davenport & Co
Virginia
$18.7M 689,016 +77,616 +13%
Bank of America
2
Bank of America
North Carolina
$3.54M 130,335 +20,892 +19%
Morgan Stanley
3
Morgan Stanley
New York
$3.1M 114,153 -21,033 -16%
UBS Group
4
UBS Group
Switzerland
$2.46M 90,648 -338 -0.4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.99M 73,339 +489 +0.7%
SFS
6
Strategic Financial Services
New York
$1.51M 55,537 +28,617 +106%
NAM
7
NTV Asset Management
West Virginia
$1.33M 48,788 -1,630 -3%
BPA
8
Beacon Pointe Advisors
California
$853K 31,386 -4,400 -12%
Stifel Financial
9
Stifel Financial
Missouri
$684K 25,145 +25,145 New
LPL Financial
10
LPL Financial
California
$651K 23,956 -178 -0.7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$567K 20,860 -2,919 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$544K 20,036 -44,766 -69%
Wells Fargo
13
Wells Fargo
California
$467K 17,167 -1,557 -8%
PF
14
Phoenix Financial
Israel
$462K 12,800 – –
EWA
15
Exencial Wealth Advisors
Oklahoma
$348K 12,816 -1,238 -9%
KAS
16
Kestra Advisory Services
Texas
$332K 12,207 – –
PWA
17
Phoenix Wealth Advisors
North Carolina
$273K 10,044 +10,044 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$236K 8,687 -1,381 -14%
RPCONE
19
Retirement Planning Company of New England
Rhode Island
$219K 8,048 +248 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$126K 4,642 -22,244 -83%
Osaic Holdings
21
Osaic Holdings
Arizona
$87K 3,202 -442 -12%
AWM
22
AllSquare Wealth Management
New York
$85.9K 3,161 – –
BAM
23
Belpointe Asset Management
Nevada
$30.9K 1,136 -545 -32%
US Bancorp
24
US Bancorp
Minnesota
$27.2K 1,000 – –
RI
25
Ridgewood Investments
New Jersey
$21.9K 28,200 +28,200 New
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