ALPS Medical Breakthroughs ETF
SBIO
36 hedge funds and large institutions have $36.6M invested in ALPS Medical Breakthroughs ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.
194% more call options, than puts
Call options by funds: $321K | Put options by funds: $109K
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0.63% less ownership
Funds ownership: 41.19% → 40.56% (-0.63%)
12% less funds holding
Funds holding: 41 → 36 (-5)
17% less capital invested
Capital invested by funds: $44.3M → $36.6M (-$7.67M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$580K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$415K |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$295K |
| 4 |
GS
GTS Securities
New York
|
+$232K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.09M |
| 2 |
Morgan Stanley
New York
|
-$634K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$366K |
| 4 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
-$289K |
| 5 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
-$259K |
SBIO Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q3 2023, worth a combined $36.6M — down 17% from $44.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SBIO and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Citadel Advisors, adding an estimated $580K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $2.09M sold.
- 36 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q3 2023, down from 41 in Q2 2023.
- Funds reported $36.6M of ALPS Medical Breakthroughs ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 4 funds opened new ALPS Medical Breakthroughs ETF positions in Q3 2023 and 7 closed out, a net change of -3 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q3 2023 was Citadel Advisors, an estimated $580K added.
- The largest ALPS Medical Breakthroughs ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $2.09M sold.
Based on aggregated 13F filings for Q3 2023.