ALPS Smith Core Plus Bond ETF
SMTH
82 hedge funds and large institutions have $1.99B invested in ALPS Smith Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 10 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 19
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4% more funds holding
Funds holding: 79 → 82 (+3)
14% less capital invested
Capital invested by funds: $2.33B → $1.99B (-$334M)
21.82% less ownership
Funds ownership: 99.27% → 77.45% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$28.2M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$8.38M |
| 3 |
SRC
Shufro Rose & Co
New York
|
+$6.47M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$4.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$349M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$13.8M |
| 3 |
TFP
Traction Financial Partners
Encampment,
Wyoming
|
-$3.38M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$2.71M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.4M |
SMTH Hedge Fund Activity: Q1 2026 in Review
82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q1 2026, worth a combined $1.99B — down 14% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMTH positions and 10 closed out — a net gain of 4 holders — while 39 added to existing stakes and 19 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $28.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $349M.
- 82 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q1 2026, up from 79 in Q4 2025.
- Funds reported $1.99B of ALPS Smith Core Plus Bond ETF stock for Q1 2026, down 14% quarter-over-quarter.
- 14 funds opened new ALPS Smith Core Plus Bond ETF positions in Q1 2026 and 10 closed out, a net change of +4 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q1 2026 was Annex Advisory Services, an estimated $28.2M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $349M sold.
Based on aggregated 13F filings for Q1 2026.