SMTH icon

ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

24 hedge funds and large institutions have $758M invested in ALPS Smith Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
11
Increased
9
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$59.3M
2
HW
Hamilton Wealth
California
+$20.2M
3
LWA
Lineweaver Wealth Advisors
Ohio
+$13.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$8.74M
5
WIA
World Investment Advisors
California
+$6.73M

Top Sellers

1
ARG
Advisory Resource Group
Oklahoma
-$2.24M
2
PWP
Principle Wealth Partners
Connecticut
-$1.88M
3
SIA
Sovereign Investment Advisors
Arizona
-$1.5M
4
BB
Burford Brothers
Texas
-$277K
5
FTUS
Flow Traders U.S.
New York
-$270K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
– -$270K -10,514 Closed
OMC
27
Old Mission Capital
Illinois
– -$210K -8,168 Closed
PCMC
28
Private Capital Management (Colorado)
Colorado
– -$92.7K -3,611 Closed
1
2