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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$146M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$8.07M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.58M |
| 4 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$4.95M |
| 5 |
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
Tulsa,
Oklahoma
|
-$9.44M |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$2.15M |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$1.2M |
| 5 |
Jane Street
New York
|
-$1.11M |
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.