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ALPS Medical Breakthroughs ETF
SBIO

Overview Fund Activity

38 hedge funds and large institutions have $47.8M invested in ALPS Medical Breakthroughs ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
13
Closed
5
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
-$390K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.19M
2
OMC
2
Old Mission Capital
Illinois
$627K
3
GAM
3
Griffin Asset Management
New York
$771K
4
LPL Financial
4
LPL Financial
California
$925K
5
VF
5
Virtu Financial
New York
$221K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.85M
3
UBS Group
3
UBS Group
Switzerland
$2.29M
4
GS
4
GTS Securities
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$382K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
1
Davenport & Co
Virginia
$25.7M 770,900 -289 -0%
Wells Fargo
2
Wells Fargo
California
$4.19M 124,628 +44,525 +56%
Bank of America
3
Bank of America
North Carolina
$3.91M 116,380 -48,930 -30%
Morgan Stanley
4
Morgan Stanley
New York
$2.85M 84,789 -26,306 -24%
UBS Group
5
UBS Group
Switzerland
$2.29M 68,213 -20,311 -23%
NAM
6
NTV Asset Management
West Virginia
$1.03M 30,761 -800 -3%
LPL Financial
7
LPL Financial
California
$925K 27,549 +8,799 +47%
PWA
8
Phoenix Wealth Advisors
North Carolina
$868K 25,851 -219 -0.8%
GAM
9
Griffin Asset Management
New York
$771K 22,965 +15,000 +188%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$686K 20,437 +457 +2%
SFS
11
Strategic Financial Services
New York
$636K 18,950 +73 +0.4%
OMC
12
Old Mission Capital
Illinois
$627K 18,678 +18,678 New
CVA
13
Central Valley Advisors
California
$536K 5,250 -356 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$421K 12,552 +1,598 +15%
KAS
15
Kestra Advisory Services
Texas
$382K 11,361 -2,663 -19%
Citadel Advisors
16
Citadel Advisors
Florida
$370K 11,003 -951 -8%
EWA
17
Exencial Wealth Advisors
Oklahoma
$346K 10,291 -674 -6%
MIG
18
McGuire Investment Group
Rhode Island
$287K 8,550 – –
FAIM
19
Financial Advocates Investment Management
Washington
$258K 7,670 +385 +5%
RPCONE
20
Retirement Planning Company of New England
Rhode Island
$247K 7,370 -396 -5%
VF
21
Virtu Financial
New York
$221K 6,590 +6,590 New
AWM
22
AllSquare Wealth Management
New York
$101K 2,996 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$59.2K 1,763 -915 -34%
US Bancorp
24
US Bancorp
Minnesota
$33.6K 1,000 – –
Comerica Bank
25
Comerica Bank
Texas
$27.2K 810 -220 -21%
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