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ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

57 hedge funds and large institutions have $1.54B invested in ALPS Smith Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
18
Increased
28
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$81.7M
2
SRC
Shufro Rose & Co
New York
+$69.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$50M
4
SIM
Stratos Investment Management
Ohio
+$17.9M
5
TFP
Traction Financial Partners
Wyoming
+$17.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.68M
2
SIA
Sovereign Investment Advisors
Arizona
-$8.17M
3
OMC
Old Mission Capital
Illinois
-$2.33M
4
PWP
Principle Wealth Partners
Connecticut
-$2.19M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Triumph Capital Management
Colorado
$2.33M +$378K +14,595 +19%
FA
27
Fermata Advisors
California
$2.19M +$128K +4,952 +6%
FFA
28
First Foundation Advisors
California
$1.9M +$1.25M +48,474 +194%
SWA
29
Stratos Wealth Advisors
Ohio
$1.79M +$1.79M +69,271 New
SIA
30
Sovereign Investment Advisors
Arizona
$1.5M -$8.17M -318,341 -85%
Citadel Advisors
31
Citadel Advisors
Florida
$1.27M +$326K +12,591 +35%
Jane Street
32
Jane Street
New York
$1.21M -$1.3M -50,222 -52%
LPL Financial
33
LPL Financial
California
$1.16M +$252K +9,746 +28%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$882K +$207 +8 +0%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$865K – – –
AWM
36
Apollon Wealth Management
South Carolina
$696K +$2.02K +78 +0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$535K -$42.8K -1,652 -7%
SWP
38
Stratos Wealth Partners
Ohio
$532K +$532K +20,558 New
GSC
39
G&S Capital
Colorado
$488K +$488K +18,859 New
KAS
40
Kestra Advisory Services
Texas
$391K +$129K +5,000 +49%
Wells Fargo
41
Wells Fargo
California
$373K +$373K +14,400 New
BlackRock
42
BlackRock
New York
$316K +$16.4K +633 +5%
AFG
43
ABLE Financial Group
Arizona
$280K +$280K +10,818 New
SFC
44
Strategic Financial Concepts
Texas
$233K +$30K +1,159 +15%
Stifel Financial
45
Stifel Financial
Missouri
$225K +$225K +8,693 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$210K +$93.6K +3,615 +80%
Comerica Bank
47
Comerica Bank
Texas
$190K +$107K +4,122 +128%
BTI
48
Blue Trust Inc
Georgia
$131K +$131K +5,080 New
Osaic Holdings
49
Osaic Holdings
Arizona
$118K +$74.6K +2,882 +171%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$42.5K +$42.5K +1,642 New
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