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ALPS Smith Core Plus Bond ETF

79 hedge funds and large institutions have $2.33B invested in ALPS Smith Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$305M)

11% more funds holding

Funds holding: 7179 (+8)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.36% more ownership

Funds ownership: 97.91%99.27% (+1.4%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
0.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.18%
New
18
Increased
36
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
Tenzing Financial
Virginia
$6.43M +$6.46M +246,721 New
CCWP
27
Cedar Cove Wealth Partners
Minnesota
$5.33M +$5.36M +204,501 New
SIA
28
Spectrum Investment Advisors
Wisconsin
$4.71M +$80.7K +3,081 +2%
RWM
29
Riverbend Wealth Management
South Carolina
$4.42M +$294K +11,204 +7%
Citadel Advisors
30
Citadel Advisors
Florida
$3.86M -$852K -32,518 -18%
AA
31
ALPS Advisors
Colorado
$3.85M -$363K -13,840 -9%
Raymond James Financial
32
Raymond James Financial
Florida
$3.59M +$138K +5,276 +4%
FFA
33
First Foundation Advisors
California
$3.06M -$1.2M -45,978 -28%
LPL Financial
34
LPL Financial
California
$2.49M +$298K +11,379 +14%
FA
35
Fermata Advisors
California
$2.15M -$11.7K -446 -0.5%
ACA
36
Arsenal Capital Advisors
Pennsylvania
$2.02M +$2.03M +77,556 New
CAG
37
Crestwood Advisors Group
Massachusetts
$2.01M +$750K +28,643 +59%
BFS
38
Boyer Financial Services
California
$1.5M +$1.51M +57,606 New
Wells Fargo
39
Wells Fargo
California
$1.39M -$228K -8,692 -14%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.15M +$582K +22,202 +101%
TI
41
Tidal Investments
Wisconsin
$1.08M +$1.08M +41,391 New
GSC
42
G&S Capital
Colorado
$1.06M +$328K +12,525 +44%
TCM
43
Triumph Capital Management
Colorado
$978K -$104K -3,985 -10%
LCWP
44
Legacy Capital Wealth Partners
Arkansas
$877K -$32.6K -1,246 -4%
WETS
45
Wealth Enhancement Trust Services
South Dakota
$700K +$703K +26,835 New
AWM
46
Apollon Wealth Management
South Carolina
$699K -$891 -34 -0.1%
CBA
47
Coastal Bridge Advisors
Connecticut
$625K +$75.7K +2,888 +14%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$585K +$41.4K +1,582 +8%
CFMC
49
Curbstone Financial Management Corp
New Hampshire
$557K +$560K +21,366 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$525K +$527K +20,120 New