We are live on ! Find out more
SBIO icon

ALPS Medical Breakthroughs ETF

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, 4 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5.89% more ownership

Funds ownership: 98.45%104.33% (+5.9%)

6% more funds holding

Funds holding: 3436 (+2)

2% more capital invested

Capital invested by funds: $73M → $74.3M (+$1.32M)

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$35M
DC
2
Davenport & Co
Virginia
$20.8M -$1.79M -62,485 -8%
Wells Fargo
3
Wells Fargo
California
$3.89M +$33.8K +1,181 +0.9%
GS
4
GTS Securities
New York
$2M +$1.19M +41,739 +168%
Bank of America
5
Bank of America
North Carolina
$1.62M -$2.46M -85,952 -62%
UBS Group
6
UBS Group
Switzerland
$1.61M -$56.7K -1,983 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.45M -$487K -17,018 -26%
SFS
8
Strategic Financial Services
New York
$1.14M +$538K +18,807 +98%
GAM
9
Griffin Asset Management
New York
$906K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$786K +$747K +26,124 New
PWA
11
Phoenix Wealth Advisors
North Carolina
$785K -$8.92K -312 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$713K +$262K +9,154 +63%
NAM
13
NTV Asset Management
West Virginia
$612K -$196K -6,850 -25%
LPL Financial
14
LPL Financial
California
$585K -$62.2K -2,175 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$315K -$2.26K -79 -0.7%
KAS
16
Kestra Advisory Services
Texas
$310K -$9.84K -344 -3%
MWM
17
Moran Wealth Management
Florida
$300K +$285K +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 -$53.4K -1,868 -19%
AIA
21
Ally Invest Advisors
North Carolina
$200K +$191K +6,665 New
FFA
22
Farther Finance Advisors
California
$150K
RF
23
Rossby Financial
Florida
$141K -$14.3K -500 -10%
Raymond James Financial
24
Raymond James Financial
Florida
$81.6K +$77.6K +2,712 New
AWM
25
AllSquare Wealth Management
New York
$62.9K

SBIO Hedge Fund Activity: Q2 2025 in Review

36 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q2 2025, worth a combined $74.3M — up 1.8% from $73M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SBIO positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 12 trimmed.

The largest buyer was GTS Securities, adding an estimated $1.19M. The largest seller was Bank of America, cutting an estimated $2.46M.

  • 36 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q2 2025, up from 34 in Q1 2025.
  • Funds reported $74.3M of ALPS Medical Breakthroughs ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 5 funds opened new ALPS Medical Breakthroughs ETF positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q2 2025 was GTS Securities, an estimated $1.19M added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q2 2025 was Bank of America, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2025.