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ALPS Smith Core Plus Bond ETF
SMTH

48 hedge funds and large institutions have $1.29B invested in ALPS Smith Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

66% more funds holding

Funds holding: 29 → 48 (+19)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

34% more capital invested

Capital invested by funds: $963M → $1.29B (+$329M)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

4.15% less ownership

Funds ownership: 100.48% → 96.33% (-4.1%)

Holders
48
Holders Change
+19
Holders Change %
+65.52%
% of All Funds
0.63%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
21
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$228M
2
SRC
Shufro Rose & Co
New York
+$47.7M
3
AAS
Annex Advisory Services
Wisconsin
+$34.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.8M
5
HW
Hamilton Wealth
California
+$7.59M

Top Sellers

Rank Fund Capital Flow
1
PWP
Principle Wealth Partners
Connecticut
-$1.94M
2
ARG
Advisory Resource Group
Oklahoma
-$844K
3
Citadel Advisors
Citadel Advisors
Florida
-$716K
4
FTUS
Flow Traders U.S.
New York
-$709K
5
BB
Burford Brothers
Texas
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$1.12M +$1.14M +43,858 New
Citadel Advisors
27
Citadel Advisors
Florida
$926K -$716K -27,674 -43%
LPL Financial
28
LPL Financial
California
$893K +$329K +12,692 +57%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$869K +$882K +34,055 New
LCWP
30
Legacy Capital Wealth Partners
Arkansas
$853K +$866K +33,435 New
OPA
31
Old Port Advisors
Maine
$846K +$858K +33,163 New
VT
32
Vise Technologies
New York
$718K +$728K +28,136 New
AWM
33
Apollon Wealth Management
South Carolina
$685K -$13.7K -528 -2%
FFA
34
First Foundation Advisors
California
$639K +$648K +25,021 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$569K -$226K -8,725 -28%
CBA
36
Coastal Bridge Advisors
Connecticut
$385K +$390K +15,084 New
BlackRock
37
BlackRock
New York
$296K +$300K +11,586 New
FTUS
38
Flow Traders U.S.
New York
$261K -$709K -27,384 -73%
KAS
39
Kestra Advisory Services
Texas
$258K +$262K +10,108 New
GWSG
40
GPS Wealth Strategies Group
Colorado
$238K – – –
TC
41
TAP Consulting
Missouri
$212K +$215K +8,317 New
SFC
42
Strategic Financial Concepts
Texas
$201K +$203K +7,857 New
JP Morgan Chase
43
JP Morgan Chase
New York
$115K +$116K +4,492 New
Comerica Bank
44
Comerica Bank
Texas
$82K +$83.2K +3,214 New
Osaic Holdings
45
Osaic Holdings
Arizona
$43K -$148K -5,703 -77%
OA
46
Operose Advisors
Wisconsin
$6.53K – – –
FIM
47
FWL Investment Management
Texas
$4.55K – – –
UBS Group
48
UBS Group
Switzerland
$3.37K -$112K -4,327 -97%
BB
49
Burford Brothers
Texas
– -$314K -11,890 Closed
AssetMark Inc
50
AssetMark Inc
California
– -$60.1K -2,272 Closed
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SMTH Hedge Fund Activity: Q4 2024 in Review

48 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q4 2024, worth a combined $1.29B — up 34% from $963M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMTH positions and 2 closed out — a net gain of 19 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $228M. The largest seller was Principle Wealth Partners, cutting an estimated $1.94M.

  • 48 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $1.29B of ALPS Smith Core Plus Bond ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 21 funds opened new ALPS Smith Core Plus Bond ETF positions in Q4 2024 and 2 closed out, a net change of +19 holders.
  • The largest ALPS Smith Core Plus Bond ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $228M added.
  • The largest ALPS Smith Core Plus Bond ETF seller in Q4 2024 was Principle Wealth Partners, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2024.