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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

41 hedge funds and large institutions have $44.3M invested in ALPS Medical Breakthroughs ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
10
Closed
7
Calls
$874K
Puts
$38K
Net Calls
+$836K
Net Calls Change
+$689K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.51M
2
Wells Fargo
2
Wells Fargo
California
$1.13M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$366K
4
RJA
4
Raymond James & Associates
Florida
$213K
5
Citadel Advisors
5
Citadel Advisors
Florida
$294K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
PF
3
Phoenix Financial
Israel
$0
4
UBS Group
4
UBS Group
Switzerland
$2.62M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$434K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
1
Davenport & Co
Virginia
$21.8M 691,153 +2,137 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$4.51M 142,894 +28,741 +25%
Bank of America
3
Bank of America
North Carolina
$3.98M 126,153 -4,182 -3%
UBS Group
4
UBS Group
Switzerland
$2.62M 82,980 -7,668 -8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.09M 66,307 -7,032 -10%
SFS
6
Strategic Financial Services
New York
$1.63M 54,627 -910 -2%
NAM
7
NTV Asset Management
West Virginia
$1.53M 48,488 -300 -0.6%
Wells Fargo
8
Wells Fargo
California
$1.13M 35,861 +18,694 +109%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$681K 21,592 +1,556 +8%
LPL Financial
10
LPL Financial
California
$655K 20,776 -3,180 -13%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$434K 13,763 -7,097 -34%
KAS
12
Kestra Advisory Services
Texas
$385K 12,207 – –
EWA
13
Exencial Wealth Advisors
Oklahoma
$384K 12,186 -630 -5%
JIP
14
Jaffetilchin Investment Partners
Florida
$366K 11,599 +11,599 New
GS
15
GTS Securities
New York
$330K 10,452 +10,452 New
PWA
16
Phoenix Wealth Advisors
North Carolina
$302K 9,584 -460 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$294K 9,317 +4,675 +101%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$286K 9,069 +382 +4%
RPCONE
19
Retirement Planning Company of New England
Rhode Island
$259K 8,217 +169 +2%
RJA
20
Raymond James & Associates
Florida
$213K 6,757 +6,757 New
AWM
21
AllSquare Wealth Management
New York
$98.5K 3,161 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$86.9K 2,755 -447 -14%
NCM
23
Northwest Capital Management
Oregon
$44.2K 1,400 +1,400 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$44K 1,400 +1,400 New
US Bancorp
25
US Bancorp
Minnesota
$31.6K 1,000 – –
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