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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

34 hedge funds and large institutions have $73M invested in ALPS Medical Breakthroughs ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
13
Closed
6
Calls
$34K
Puts
$6K
Net Calls
+$28K
Net Calls Change
+$2K

Top Buyers

1
PF
Phoenix Financial
Israel
+$32.6M
2
GS
GWN Securities
Florida
+$1.51M
3
Bank of America
Bank of America
North Carolina
+$213K
4
RF
Rossby Financial
Florida
+$147K
5
SFS
Strategic Financial Services
New York
+$61.7K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$914K
2
DC
Davenport & Co
Virginia
-$609K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$565K
4
GS
GTS Securities
New York
-$484K
5
UBS Group
UBS Group
Switzerland
-$402K
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$32.6M +$32.6M +1,465,173 New
DC
2
Davenport & Co
Virginia
$21.3M -$609K -21,349 -3%
Bank of America
3
Bank of America
North Carolina
$3.98M +$213K +7,468 +6%
Wells Fargo
4
Wells Fargo
California
$3.65M +$41K +1,439 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.86M -$914K -32,058 -33%
UBS Group
6
UBS Group
Switzerland
$1.58M -$402K -14,080 -20%
GS
7
GWN Securities
Florida
$1.51M +$1.51M +55,500 New
GAM
8
Griffin Asset Management
New York
$859K – – –
NAM
9
NTV Asset Management
West Virginia
$775K -$71.3K -2,500 -8%
PWA
10
Phoenix Wealth Advisors
North Carolina
$753K +$9.87K +346 +1%
GS
11
GTS Securities
New York
$710K -$484K -16,983 -41%
LPL Financial
12
LPL Financial
California
$617K -$144K -5,064 -19%
SFS
13
Strategic Financial Services
New York
$548K +$61.7K +2,163 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$415K -$12.5K -437 -3%
KAS
15
Kestra Advisory Services
Texas
$304K -$18.7K -656 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302K -$32K -1,120 -10%
EWA
17
Exencial Wealth Advisors
Oklahoma
$274K -$9.55K -335 -3%
MIG
18
McGuire Investment Group
Rhode Island
$237K -$57K -2,000 -19%
FAIM
19
Financial Advocates Investment Management
Washington
$230K -$1.77K -62 -0.8%
RF
20
Rossby Financial
Florida
$147K +$147K +5,180 New
FFA
21
Farther Finance Advisors
California
$134K – – –
AWM
22
AllSquare Wealth Management
New York
$59.7K – – –
US Bancorp
23
US Bancorp
Minnesota
$28.5K – – –
Comerica Bank
24
Comerica Bank
Texas
$23.1K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$21K -$22.1K -775 -51%
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