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ALPS Medical Breakthroughs ETF

58 hedge funds and large institutions have $78.8M invested in ALPS Medical Breakthroughs ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

49% more funds holding

Funds holding: 3958 (+19)

6% more capital invested

Capital invested by funds: $74.7M → $78.8M (+$4.15M)

10.84% less ownership

Funds ownership: 102.96%92.12% (-11%)

Holders
58
Holders Change
+19
Holders Change %
+48.72%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
14
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$38.3M
DIM
2
Delta Investment Management
California
$6.11M +$5.52M +119,333 New
Raymond James Financial
3
Raymond James Financial
Florida
$4.92M +$4.44M +96,019 New
Bank of America
4
Bank of America
North Carolina
$3.1M +$444K +9,596 +19%
Morgan Stanley
5
Morgan Stanley
New York
$2.72M +$205K +4,437 +9%
LPL Financial
6
LPL Financial
California
$2.19M +$1.61M +34,819 +439%
UBS Group
7
UBS Group
Switzerland
$1.75M +$26.9K +581 +2%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.7M +$1.53M +33,100 New
SFS
9
Strategic Financial Services
New York
$1.69M -$208K -4,490 -12%
Wells Fargo
10
Wells Fargo
California
$1.65M -$4.58M -99,025 -75%
GAM
11
Griffin Asset Management
New York
$1.57M +$26.1K +564 +2%
MWM
12
Moran Wealth Management
Florida
$1.08M +$180K +3,897 +23%
Stifel Financial
13
Stifel Financial
Missouri
$1.02M +$919K +19,869 New
NAM
14
NTV Asset Management
West Virginia
$975K -$23.2K -502 -3%
VF
15
Virtu Financial
New York
$920K +$56.8K +1,229 +7%
SIAP
16
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$752K +$304K +6,575 +81%
SOS
17
Silver Oak Securities
Tennessee
$677K +$617K +13,335 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$628K +$15.3K +330 +3%
DC
19
Davenport & Co
Virginia
$569K -$21.9M -474,312 -98%
PWA
20
Phoenix Wealth Advisors
North Carolina
$495K -$11.4K -246 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$460K +$415K +8,978 New
MYIA
22
Mount Yale Investment Advisors
Colorado
$459K +$415K +8,963 New
VAS
23
Vestmark Advisory Solutions
Massachusetts
$455K +$411K +8,890 New
MIG
24
McGuire Investment Group
Rhode Island
$451K +$22.6K +488 +6%
EWA
25
Exencial Wealth Advisors
Oklahoma
$415K +$11.5K +248 +3%