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ALPS Medical Breakthroughs ETF
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Overview Fund Activity

36 hedge funds and large institutions have $74.3M invested in ALPS Medical Breakthroughs ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
$2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$786K
3
SFS
Strategic Financial Services
New York
$1.14M
4
MWM
Moran Wealth Management
Florida
$300K
5
Citadel Advisors
Citadel Advisors
Florida
$713K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.62M
2
DC
Davenport & Co
Virginia
$20.8M
3
GS
GWN Securities
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.45M
5
NAM
NTV Asset Management
West Virginia
$612K
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$35M – – –
DC
2
Davenport & Co
Virginia
$20.8M -$1.9M -62,485 -8%
Wells Fargo
3
Wells Fargo
California
$3.89M +$35.5K +1,181 +0.9%
GS
4
GTS Securities
New York
$2M +$1.26M +41,739 +168%
Bank of America
5
Bank of America
North Carolina
$1.62M -$2.58M -85,952 -62%
UBS Group
6
UBS Group
Switzerland
$1.61M -$59.6K -1,983 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.45M -$512K -17,018 -26%
SFS
8
Strategic Financial Services
New York
$1.14M +$566K +18,807 +98%
GAM
9
Griffin Asset Management
New York
$906K – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$786K +$786K +26,124 New
PWA
11
Phoenix Wealth Advisors
North Carolina
$785K -$9.38K -312 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$713K +$275K +9,154 +63%
NAM
13
NTV Asset Management
West Virginia
$612K -$206K -6,850 -25%
LPL Financial
14
LPL Financial
California
$585K -$65.4K -2,175 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$315K -$2.37K -79 -0.7%
KAS
16
Kestra Advisory Services
Texas
$310K -$10.3K -344 -3%
MWM
17
Moran Wealth Management
Florida
$300K +$300K +9,981 New
MIG
18
McGuire Investment Group
Rhode Island
$250K – – –
FAIM
19
Financial Advocates Investment Management
Washington
$243K – – –
EWA
20
Exencial Wealth Advisors
Oklahoma
$233K -$56.2K -1,868 -19%
AIA
21
Ally Invest Advisors
North Carolina
$200K +$200K +6,665 New
FFA
22
Farther Finance Advisors
California
$150K – – –
RF
23
Rossby Financial
Florida
$141K -$15K -500 -10%
Raymond James Financial
24
Raymond James Financial
Florida
$81.6K +$81.6K +2,712 New
AWM
25
AllSquare Wealth Management
New York
$62.9K – – –
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