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ALPS Smith Core Plus Bond ETF

61 hedge funds and large institutions have $1.8B invested in ALPS Smith Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
12
Increased
31
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.13B 43,698,035 +4,875,775 +13%
AAS
2
Annex Advisory Services
Wisconsin
$133M 5,143,368 +1,646,710 +47%
SRC
3
Shufro Rose & Co
New York
$116M 4,480,300 -63,608 -1%
SIM
4
Stratos Investment Management
Ohio
$85M 3,288,789 +636,819 +24%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50M 1,935,767 +2,811 +0.1%
LFAS
6
Level Four Advisory Services
Texas
$32.9M 1,271,655 +1,271,655 New
LWA
7
Lineweaver Wealth Advisors
Ohio
$29.3M 1,132,470 +121,551 +12%
ARG
8
Advisory Resource Group
Oklahoma
$21.7M 841,184 +295,791 +54%
PWP
9
Principle Wealth Partners
Connecticut
$20.3M 785,243 -212,592 -21%
TFP
10
Traction Financial Partners
Wyoming
$17.4M 673,584 -7,305 -1%
VT
11
Vise Technologies
New York
$16.9M 653,667 +653,667 New
AWA
12
Adapt Wealth Advisors
Georgia
$15.8M 611,022 +17,705 +3%
GFP
13
Guardian Financial Partners
California
$11.5M 444,754 +31,541 +8%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$10.4M 402,464 +402,464 New
PWP
15
Prasad Wealth Partners
Ohio
$10.3M 398,493 -142,230 -26%
SIA
16
Sovereign Investment Advisors
Arizona
$9.97M 385,533 +327,155 +560%
GCM
17
Gallacher Capital Management
Colorado
$8.72M 337,518 +14,176 +4%
SPA
18
Sentinel Pension Advisors
Massachusetts
$8.35M 323,202 +323,202 New
WIA
19
World Investment Advisors
California
$8.32M 321,794 +27,292 +9%
NAM
20
NorthCrest Asset Manangement
Minnesota
$7.63M 295,740 +57,332 +24%
OPA
21
Old Port Advisors
Maine
$6.7M 259,355 +42,209 +19%
NPT
22
Nixon Peabody Trust
Massachusetts
$6.13M 237,108 +31,928 +16%
EFG
23
Ethos Financial Group
Pennsylvania
$6M 231,952 +20,232 +10%
SIA
24
Spectrum Investment Advisors
Wisconsin
$4.58M 177,147 +11,603 +7%
RWM
25
Riverbend Wealth Management
South Carolina
$3.99M 154,257 +40,302 +35%