ALPS Medical Breakthroughs ETF
SBIO
35 hedge funds and large institutions have $42.7M 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, 14 reducing their positions, and 7 closing their positions.
89% more call options, than puts
Call options by funds: $250K | Put options by funds: $132K
17% more capital invested
Capital invested by funds: $36.6M → $42.7M (+$6.1M)
1.51% more ownership
Funds ownership: 40.56% → 42.07% (+1.5%)
5% less funds holding
Funds holding: 37 → 35 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$830K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$759K |
| 3 |
VF
Virtu Financial
New York
|
+$422K |
| 4 |
GAM
Griffin Asset Management
New York
|
+$214K |
| 5 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
-$1.2M |
| 2 |
Morgan Stanley
New York
|
-$973K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$499K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$357K |
| 5 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
-$336K |
SBIO Hedge Fund Activity: Q4 2023 in Review
35 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q4 2023, worth a combined $42.7M — up 17% 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 14 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $830K. The largest seller was Strategic Financial Services, cutting an estimated $1.2M.
- 35 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q4 2023, down from 37 in Q3 2023.
- Funds reported $42.7M of ALPS Medical Breakthroughs ETF stock for Q4 2023, up 17% 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 Wells Fargo, an estimated $830K 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.