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ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

29 hedge funds and large institutions have $963M invested in ALPS Smith Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
6
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$122M
2
AAS
Annex Advisory Services
Wisconsin
+$14M
3
HW
Hamilton Wealth
California
+$13.3M
4
SIA
Sovereign Investment Advisors
Arizona
+$6.63M
5
GCM
Gallacher Capital Management
Colorado
+$6.28M

Top Sellers

1
PWP
Principle Wealth Partners
Connecticut
-$1.24M
2
UBS Group
UBS Group
Switzerland
-$330K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$234K
4
ARG
Advisory Resource Group
Oklahoma
-$216K
5
FA
Fermata Advisors
California
-$43.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$118K -$330K -12,477 -74%
AssetMark Inc
27
AssetMark Inc
California
$60.1K +$60.1K +2,272 New
OA
28
Operose Advisors
Wisconsin
$6.77K – – –
FIM
29
FWL Investment Management
Texas
$4.72K +$4.72K +178 New
PIS
30
POM Investment Strategies
North Carolina
– -$30.3K -1,189 Closed
1
2