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ALPS Smith Core Plus Bond ETF
SMTH

71 hedge funds and large institutions have $2.02B invested in ALPS Smith Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 10

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

15% more funds holding

Funds holding: 62 → 71 (+9)

11% more capital invested

Capital invested by funds: $1.83B → $2.02B (+$198M)

1.1% more ownership

Funds ownership: 96.81% → 97.91% (+1.1%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.93%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
14
Increased
38
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$146M
2
AAS
Annex Advisory Services
Wisconsin
+$8.07M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.58M
4
LWA
Lineweaver Wealth Advisors
Ohio
+$4.95M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
VT
Vise Technologies
New York
-$11.2M
2
ARG
Advisory Resource Group
Oklahoma
-$9.44M
3
SIM
Stratos Investment Management
Ohio
-$2.15M
4
SRC
Shufro Rose & Co
New York
-$1.2M
5
Jane Street
Jane Street
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
Spectrum Investment Advisors
Wisconsin
$4.64M +$10.1K +389 +0.2%
FFA
27
First Foundation Advisors
California
$4.27M +$2.42M +93,121 +133%
AA
28
ALPS Advisors
Colorado
$4.22M +$348K +13,400 +9%
RWM
29
Riverbend Wealth Management
South Carolina
$4.14M +$107K +4,132 +3%
Raymond James Financial
30
Raymond James Financial
Florida
$3.46M +$181K +6,976 +6%
LPL Financial
31
LPL Financial
California
$2.2M +$615K +23,720 +39%
FA
32
Fermata Advisors
California
$2.17M -$44.9K -1,731 -2%
MSFS
33
Main Street Financial Solutions
Pennsylvania
$2.03M +$118K +4,534 +6%
Wells Fargo
34
Wells Fargo
California
$1.62M +$935K +36,056 +139%
CAG
35
Crestwood Advisors Group
Massachusetts
$1.27M +$935K +36,047 +291%
TCM
36
Triumph Capital Management
Colorado
$1.09M -$24.2K -933 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$929K +$182 +7 +0%
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$912K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$782K +$776K +29,912 New
GSC
40
G&S Capital
Colorado
$741K +$123K +4,735 +20%
AWM
41
Apollon Wealth Management
South Carolina
$702K -$571 -22 -0.1%
SEIA
42
Signature Estate & Investment Advisors
California
$655K +$649K +25,026 New
SF
43
Summit Financial
New Jersey
$605K +$600K +23,129 New
JP Morgan Chase
44
JP Morgan Chase
New York
$573K +$269K +10,355 +90%
CBA
45
Coastal Bridge Advisors
Connecticut
$551K +$1.09K +42 +0.2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$545K +$882 +34 +0.2%
Morgan Stanley
47
Morgan Stanley
New York
$450K +$446K +17,190 New
KAS
48
Kestra Advisory Services
Texas
$406K +$10.9K +421 +3%
AQR Capital Management
49
AQR Capital Management
Connecticut
$357K +$354K +13,635 New
TPF
50
Tribridge Partners Financial
Maryland
$353K – – –
1
2
3 4

SMTH Hedge Fund Activity: Q3 2025 in Review

71 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q3 2025, worth a combined $2.02B — up 11% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMTH positions and 5 closed out — a net gain of 9 holders — while 38 added to existing stakes and 10 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $146M. The largest seller was Vise Technologies, cutting an estimated $11.2M.

  • 71 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $2.02B of ALPS Smith Core Plus Bond ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 14 funds opened new ALPS Smith Core Plus Bond ETF positions in Q3 2025 and 5 closed out, a net change of +9 holders.
  • The largest ALPS Smith Core Plus Bond ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $146M added.
  • The largest ALPS Smith Core Plus Bond ETF seller in Q3 2025 was Vise Technologies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.