ALPS Smith Core Plus Bond ETF
SMTH
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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
27% more capital invested
Capital invested by funds: $758M → $963M (+$205M)
21% more funds holding
Funds holding: 24 → 29 (+5)
2.01% more ownership
Funds ownership: 98.47% → 100.48% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$120M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$13.8M |
| 3 |
HW
Hamilton Wealth
Encino,
California
|
+$13.1M |
| 4 |
SIA
Sovereign Investment Advisors
Phoenix,
Arizona
|
+$6.55M |
| 5 |
GCM
Gallacher Capital Management
Lone Tree,
Colorado
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$1.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$326K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$231K |
| 4 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$213K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$43.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $118K | -$326K | -12,477 | -74% |
|
27
AssetMark Inc
Concord,
California
| $60.1K | +$59.3K | +2,272 | New |
|
|
OA
28
Operose Advisors
Milwaukee,
Wisconsin
| $6.77K | – | – | – |
|
|
FIM
29
FWL Investment Management
Dallas,
Texas
| $4.72K | +$4.65K | +178 | New |
|
|
PIS
30
POM Investment Strategies
Raleigh,
North Carolina
| – | -$30.3K | -1,189 | Closed |
|
SMTH Hedge Fund Activity: Q3 2024 in Review
29 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q3 2024, worth a combined $963M — up 27% from $758M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMTH positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $120M. The largest seller was Principle Wealth Partners, cutting an estimated $1.23M.
- 29 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q3 2024, up from 24 in Q2 2024.
- Funds reported $963M of ALPS Smith Core Plus Bond ETF stock for Q3 2024, up 27% quarter-over-quarter.
- 6 funds opened new ALPS Smith Core Plus Bond ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $120M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q3 2024 was Principle Wealth Partners, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2024.