ALPS Medical Breakthroughs ETF
SBIO
34 hedge funds and large institutions have $45.5M invested in ALPS Medical Breakthroughs ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 7 closing their positions.
89% more call options, than puts
Call options by funds: $250K | Put options by funds: $132K
24% more capital invested
Capital invested by funds: $36.6M → $45.5M (+$8.91M)
4.28% more ownership
Funds ownership: 40.56% → 44.84% (+4.3%)
6% less funds holding
Funds holding: 36 → 34 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.33M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$830K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$759K |
| 4 |
VF
Virtu Financial
New York
|
+$422K |
| 5 |
GAM
Griffin Asset Management
New York
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
-$1.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$499K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$357K |
| 4 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
-$336K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$265K |
SBIO Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2023, worth a combined $45.5M — up 24% from $36.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SBIO and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 5 added.
The largest buyer was Morgan Stanley, adding an estimated $1.33M. The largest seller was Strategic Financial Services, cutting an estimated $1.2M.
- 34 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2023, down from 36 in Q3 2023.
- Funds reported $45.5M of ALPS Medical Breakthroughs ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 6 funds opened new ALPS Medical Breakthroughs ETF positions in Q4 2023 and 7 closed out, a net change of -1 holder.
- The largest ALPS Medical Breakthroughs ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.33M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q4 2023 was Strategic Financial Services, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2023.