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ALPS Medical Breakthroughs ETF
SBIO

Overview Fund Activity

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.

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
13
Closed
7
Calls
$250K
Puts
$132K
Net Calls
+$118K
Net Calls Change
-$94K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.64M
2
Wells Fargo
2
Wells Fargo
California
$2.65M
3
Bank of America
3
Bank of America
North Carolina
$5M
4
VF
4
Virtu Financial
New York
$518K
5
GAM
5
Griffin Asset Management
New York
$262K

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$655K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$510K
4
NAM
4
NTV Asset Management
West Virginia
$1.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$616K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
1
Davenport & Co
Virginia
$22.7M 687,786 -125 -0%
Morgan Stanley
2
Morgan Stanley
New York
$5.64M 171,228 +49,371 +41%
Bank of America
3
Bank of America
North Carolina
$5M 151,916 +28,253 +23%
Wells Fargo
4
Wells Fargo
California
$2.65M 80,570 +30,918 +62%
UBS Group
5
UBS Group
Switzerland
$2.56M 77,799 -717 -0.9%
NAM
6
NTV Asset Management
West Virginia
$1.08M 32,661 -12,526 -28%
SFS
7
Strategic Financial Services
New York
$655K 19,872 -44,548 -69%
LPL Financial
8
LPL Financial
California
$641K 19,459 -92 -0.5%
Citadel Advisors
9
Citadel Advisors
Florida
$616K 18,712 -9,869 -35%
GS
10
GTS Securities
New York
$589K 17,892 -272 -1%
VF
11
Virtu Financial
New York
$518K 15,725 +15,725 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$510K 15,516 -13,290 -46%
KAS
13
Kestra Advisory Services
Texas
$484K 14,686 +500 +4%
EWA
14
Exencial Wealth Advisors
Oklahoma
$398K 12,068 -197 -2%
PWA
15
Phoenix Wealth Advisors
North Carolina
$359K 10,938 +1,130 +12%
GAM
16
Griffin Asset Management
New York
$262K 7,965 +7,965 New
RPCONE
17
Retirement Planning Company of New England
Rhode Island
$255K 7,755 +7,755 New
MIG
18
McGuire Investment Group
Rhode Island
$244K 7,400 +7,400 New
AWM
19
AllSquare Wealth Management
New York
$98.7K 2,996 -165 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$73.5K 2,232 -415 -16%
NCM
21
Northwest Capital Management
Oregon
$46.1K 1,400 – –
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$46K 1,400 – –
US Bancorp
23
US Bancorp
Minnesota
$32.9K 1,000 -770 -44%
Comerica Bank
24
Comerica Bank
Texas
$26.7K 810 -1,354 -63%
First Manhattan
25
First Manhattan
New York
$13.2K 400 – –
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