ALPS Medical Breakthroughs ETF
SBIO
42 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.
2,200% more call options, than puts
Call options by funds: $874K | Put options by funds: $38K
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $38.8M → $44.3M (+$5.53M)
5% more funds holding
Funds holding: 40 → 42 (+2)
0.37% more ownership
Funds ownership: 40.82% → 41.19% (+0.37%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$893K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$581K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$360K |
| 4 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
+$224K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$853K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$684K |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$462K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$238K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$220K |
SBIO Hedge Fund Activity: Q2 2023 in Review
42 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2023, worth a combined $44.3M — up 14% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SBIO positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $893K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $853K sold.
- 42 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2023, up from 40 in Q1 2023.
- Funds reported $44.3M of ALPS Medical Breakthroughs ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 9 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2023 and 7 closed out, a net change of +2 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q2 2023 was Morgan Stanley, an estimated $893K added.
- The largest ALPS Medical Breakthroughs ETF seller in Q2 2023 was Beacon Pointe Advisors, an estimated $853K sold.
Based on aggregated 13F filings for Q2 2023.