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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

37 hedge funds and large institutions have $51.3M invested in ALPS Medical Breakthroughs ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
10
Closed
3
Calls
$475K
Puts
$72K
Net Calls
+$403K
Net Calls Change
+$285K

Top Buyers

1
DC
1
Davenport & Co
Virginia
$27.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$714K
3
PWA
3
Phoenix Wealth Advisors
North Carolina
$932K
4
Bank of America
4
Bank of America
North Carolina
$5.91M
5
UBS Group
5
UBS Group
Switzerland
$3.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.97M
2
VF
2
Virtu Financial
New York
$0
3
GS
3
GTS Securities
New York
$327K
4
Citadel Advisors
4
Citadel Advisors
Florida
$427K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$391K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
1
Davenport & Co
Virginia
$27.5M 771,189 +83,403 +12%
Bank of America
2
Bank of America
North Carolina
$5.91M 165,310 +13,394 +9%
Morgan Stanley
3
Morgan Stanley
New York
$3.97M 111,095 -60,133 -35%
UBS Group
4
UBS Group
Switzerland
$3.16M 88,524 +10,725 +14%
Wells Fargo
5
Wells Fargo
California
$2.86M 80,103 -467 -0.6%
NAM
6
NTV Asset Management
West Virginia
$1.13M 31,561 -1,100 -3%
PWA
7
Phoenix Wealth Advisors
North Carolina
$932K 26,070 +15,132 +138%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$714K 19,980 +19,980 New
SFS
9
Strategic Financial Services
New York
$675K 18,877 -995 -5%
LPL Financial
10
LPL Financial
California
$670K 18,750 -709 -4%
KAS
11
Kestra Advisory Services
Texas
$501K 14,024 -662 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$427K 11,954 -6,758 -36%
EWA
13
Exencial Wealth Advisors
Oklahoma
$392K 10,965 -1,103 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$391K 10,954 -4,562 -29%
GS
15
GTS Securities
New York
$327K 9,154 -8,738 -49%
MIG
16
McGuire Investment Group
Rhode Island
$306K 8,550 +1,150 +16%
GAM
17
Griffin Asset Management
New York
$285K 7,965 – –
RPCONE
18
Retirement Planning Company of New England
Rhode Island
$278K 7,766 +11 +0.1%
FAIM
19
Financial Advocates Investment Management
Washington
$260K 7,285 +7,285 New
CVA
20
Central Valley Advisors
California
$200K 5,606 +5,606 New
AWM
21
AllSquare Wealth Management
New York
$107K 2,996 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$95.7K 2,678 +446 +20%
NCM
23
Northwest Capital Management
Oregon
$50.1K 1,400 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$50K 1,400 – –
Comerica Bank
25
Comerica Bank
Texas
$36.8K 1,030 +220 +27%
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