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ALPS Smith Core Plus Bond ETF

47 hedge funds and large institutions have $1.25B invested in ALPS Smith Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+18
Holders Change %
+62.07%
% of All Funds
0.63%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
21
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$926K -$706K -27,674 -43%
LPL Financial
27
LPL Financial
California
$893K +$324K +12,692 +57%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$869K +$869K +34,055 New
LCWP
29
Legacy Capital Wealth Partners
Arkansas
$853K +$853K +33,435 New
OPA
30
Old Port Advisors
Maine
$846K +$846K +33,163 New
VT
31
Vise Technologies
New York
$718K +$718K +28,136 New
AWM
32
Apollon Wealth Management
South Carolina
$685K -$13.5K -528 -2%
FFA
33
First Foundation Advisors
California
$639K +$639K +25,021 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$569K -$223K -8,725 -28%
CBA
35
Coastal Bridge Advisors
Connecticut
$385K +$385K +15,084 New
BlackRock
36
BlackRock
New York
$296K +$296K +11,586 New
FTUS
37
Flow Traders U.S.
New York
$261K -$698K -27,384 -73%
KAS
38
Kestra Advisory Services
Texas
$258K +$258K +10,108 New
GWSG
39
GPS Wealth Strategies Group
Colorado
$238K
TC
40
TAP Consulting
Missouri
$212K +$212K +8,317 New
SFC
41
Strategic Financial Concepts
Texas
$201K +$201K +7,857 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$115K +$115K +4,492 New
Comerica Bank
43
Comerica Bank
Texas
$82K +$82K +3,214 New
Osaic Holdings
44
Osaic Holdings
Arizona
$43K -$146K -5,703 -77%
OA
45
Operose Advisors
Wisconsin
$6.53K
FIM
46
FWL Investment Management
Texas
$4.55K
UBS Group
47
UBS Group
Switzerland
$3.37K -$110K -4,327 -97%
BB
48
Burford Brothers
Texas
-$314K -11,890 Closed
AssetMark Inc
49
AssetMark Inc
California
-$60.1K -2,272 Closed