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ALPS Medical Breakthroughs ETF

39 hedge funds and large institutions have $74.7M invested in ALPS Medical Breakthroughs ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 3639 (+3)

0% more capital invested

Capital invested by funds: $74.3M → $74.7M (+$356K)

1.38% less ownership

Funds ownership: 104.33%102.96% (-1.4%)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$35.6M
DC
2
Davenport & Co
Virginia
$18.9M -$6.88M -200,225 -29%
Wells Fargo
3
Wells Fargo
California
$5.1M +$67.8K +1,972 +2%
Bank of America
4
Bank of America
North Carolina
$1.98M -$98.2K -2,857 -5%
Morgan Stanley
5
Morgan Stanley
New York
$1.89M +$15.8K +460 +1%
GS
6
GTS Securities
New York
$1.49M -$971K -28,251 -42%
SFS
7
Strategic Financial Services
New York
$1.46M -$15.1K -439 -1%
UBS Group
8
UBS Group
Switzerland
$1.31M -$682K -19,836 -37%
GAM
9
Griffin Asset Management
New York
$1.17M
NAM
10
NTV Asset Management
West Virginia
$759K -$27.5K -800 -4%
MWM
11
Moran Wealth Management
Florida
$668K +$248K +7,206 +72%
VF
12
Virtu Financial
New York
$650K +$575K +16,738 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$464K +$49.8K +1,450 +14%
PWA
14
Phoenix Wealth Advisors
North Carolina
$385K -$557K -16,204 -62%
MIG
15
McGuire Investment Group
Rhode Island
$323K
SIAP
16
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$315K +$278K +8,100 New
LPL Financial
17
LPL Financial
California
$308K -$396K -11,523 -59%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$306K -$627K -18,238 -70%
EWA
19
Exencial Wealth Advisors
Oklahoma
$305K +$4.06K +118 +2%
KAS
20
Kestra Advisory Services
Texas
$249K -$134K -3,910 -38%
AIA
21
Ally Invest Advisors
North Carolina
$245K -$12K -350 -5%
IFG
22
Independent Financial Group
California
$213K +$189K +5,490 New
FFA
23
Farther Finance Advisors
California
$193K
RF
24
Rossby Financial
Florida
$182K
AWM
25
AllSquare Wealth Management
New York
$81.3K

SBIO Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q3 2025, worth a combined $74.7M — up 0.48% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SBIO positions and 5 closed out — a net gain of 3 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $575K. The largest seller was Davenport & Co, cutting an estimated $6.88M.

  • 39 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $74.7M of ALPS Medical Breakthroughs ETF stock for Q3 2025, up 0.48% quarter-over-quarter.
  • 8 funds opened new ALPS Medical Breakthroughs ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest ALPS Medical Breakthroughs ETF buyer in Q3 2025 was Virtu Financial, an estimated $575K added.
  • The largest ALPS Medical Breakthroughs ETF seller in Q3 2025 was Davenport & Co, an estimated $6.88M sold.

Based on aggregated 13F filings for Q3 2025.