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ALPS Medical Breakthroughs ETF

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

467% more call options, than puts

Call options by funds: $34K | Put options by funds: $6K

50.99% more ownership

Funds ownership: 47.46%98.45% (+51%)

49% more capital invested

Capital invested by funds: $49.1M → $73M (+$23.9M)

3% less funds holding

Funds holding: 3534 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

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
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$32.6M +$46.3M +1,465,173 New
DC
2
Davenport & Co
Virginia
$21.3M -$675K -21,349 -3%
Bank of America
3
Bank of America
North Carolina
$3.98M +$236K +7,468 +6%
Wells Fargo
4
Wells Fargo
California
$3.65M +$45.5K +1,439 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.86M -$1.01M -32,058 -33%
UBS Group
6
UBS Group
Switzerland
$1.58M -$445K -14,080 -20%
GS
7
GWN Securities
Florida
$1.51M +$1.75M +55,500 New
GAM
8
Griffin Asset Management
New York
$859K
NAM
9
NTV Asset Management
West Virginia
$775K -$79K -2,500 -8%
PWA
10
Phoenix Wealth Advisors
North Carolina
$753K +$10.9K +346 +1%
GS
11
GTS Securities
New York
$710K -$537K -16,983 -41%
LPL Financial
12
LPL Financial
California
$617K -$160K -5,064 -19%
SFS
13
Strategic Financial Services
New York
$548K +$68.4K +2,163 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$415K -$13.8K -437 -3%
KAS
15
Kestra Advisory Services
Texas
$304K -$20.7K -656 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302K -$35.4K -1,120 -10%
EWA
17
Exencial Wealth Advisors
Oklahoma
$274K -$10.6K -335 -3%
MIG
18
McGuire Investment Group
Rhode Island
$237K -$63.2K -2,000 -19%
FAIM
19
Financial Advocates Investment Management
Washington
$230K -$1.96K -62 -0.8%
RF
20
Rossby Financial
Florida
$147K +$164K +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 -$24.5K -775 -51%

SBIO Hedge Fund Activity: Q1 2025 in Review

34 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2025, worth a combined $73M — up 49% from $49.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SBIO and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 4 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $46.3M. The largest seller was Morgan Stanley, cutting an estimated $1.01M.

  • 34 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2025, down from 35 in Q4 2024.
  • Funds reported $73M of ALPS Medical Breakthroughs ETF stock for Q1 2025, up 49% quarter-over-quarter.
  • 5 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q1 2025 was Phoenix Financial, an estimated $46.3M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q1 2025 was Morgan Stanley, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2025.