SMTH icon

ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

61 hedge funds and large institutions have $1.8B invested in ALPS Smith Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
12
Increased
31
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$126M
2
AAS
Annex Advisory Services
Wisconsin
+$42.6M
3
LFAS
Level Four Advisory Services
Texas
+$32.9M
4
SIM
Stratos Investment Management
Ohio
+$16.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.4M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$7.07M
2
PWP
Principle Wealth Partners
Connecticut
-$5.5M
3
PWP
Prasad Wealth Partners
Ohio
-$3.68M
4
Goldman Sachs
Goldman Sachs
New York
-$3.38M
5
AAP
Arax Advisory Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
ALPS Advisors
Colorado
$3.82M -$843K -32,625 -18%
Raymond James Financial
27
Raymond James Financial
Florida
$3.24M +$502K +19,407 +18%
FA
28
Fermata Advisors
California
$2.19M -$1.01K -39 -0%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$1.89M +$1.89M +73,084 New
FFA
30
First Foundation Advisors
California
$1.81M -$85.6K -3,313 -5%
LPL Financial
31
LPL Financial
California
$1.56M +$401K +15,513 +35%
Citadel Advisors
32
Citadel Advisors
Florida
$1.38M +$114K +4,419 +9%
Jane Street
33
Jane Street
New York
$1.11M -$96K -3,712 -8%
TCM
34
Triumph Capital Management
Colorado
$1.1M -$1.23M -47,750 -53%
SWP
35
Stratos Wealth Partners
Ohio
$1.07M +$536K +20,720 +101%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$918K +$37.4K +1,445 +4%
LCWP
37
Legacy Capital Wealth Partners
Arkansas
$901K +$37.2K +1,438 +4%
FTUS
38
Flow Traders U.S.
New York
$825K +$825K +31,897 New
AWM
39
Apollon Wealth Management
South Carolina
$694K -$1.24K -48 -0.2%
Wells Fargo
40
Wells Fargo
California
$671K +$299K +11,553 +80%
GSC
41
G&S Capital
Colorado
$609K +$122K +4,713 +25%
CBA
42
Coastal Bridge Advisors
Connecticut
$544K +$544K +21,037 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$538K +$3.85K +149 +0.7%
KAS
44
Kestra Advisory Services
Texas
$391K +$181 +7 +0%
TPF
45
Tribridge Partners Financial
Maryland
$348K +$348K +13,461 New
CAG
46
Crestwood Advisors Group
Massachusetts
$320K +$320K +12,385 New
BlackRock
47
BlackRock
New York
$311K -$5.17K -200 -2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$299K +$89.2K +3,452 +43%
SFC
49
Strategic Financial Concepts
Texas
$238K +$4.58K +177 +2%
Stifel Financial
50
Stifel Financial
Missouri
$231K +$6.33K +245 +3%
1
2
3