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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
SEIA
51
Signature Estate & Investment Advisors
California
$513K -$140K -5,331 -21%
AAP
52
Arax Advisory Partners
Colorado
$479K +$481K +18,378 New
SWP
53
Stratos Wealth Partners
Ohio
$476K +$172K +6,571 +56%
Morgan Stanley
54
Morgan Stanley
New York
$448K
SF
55
Summit Financial
New Jersey
$442K -$162K -6,179 -27%
BLC
56
Blue Line Capital
Illinois
$439K +$441K +16,834 New
Osaic Holdings
57
Osaic Holdings
Arizona
$434K +$200K +7,619 +84%
KAS
58
Kestra Advisory Services
Texas
$432K +$27.6K +1,053 +7%
TPF
59
Tribridge Partners Financial
Maryland
$351K
CIA
60
Concurrent Investment Advisors
Florida
$303K +$304K +11,611 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$261K -$22.5K -859 -8%
Stifel Financial
62
Stifel Financial
Missouri
$240K +$1.18K +45 +0.5%
Jane Street
63
Jane Street
New York
$218K +$219K +8,347 New
AQR Capital Management
64
AQR Capital Management
Connecticut
$200K -$156K -5,961 -44%
Comerica Bank
65
Comerica Bank
Texas
$195K +$11.9K +456 +6%
BlackRock
66
BlackRock
New York
$125K -$189K -7,211 -60%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$87K +$6.58K +251 +8%
MCM
68
MAI Capital Management
Ohio
$84.7K +$891 +34 +1%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$76.7K +$77K +2,941 New
Franklin Resources
70
Franklin Resources
California
$24.3K
AWM
71
AE Wealth Management
Kansas
$16.4K +$26 +1 +0.2%
FCT
72
Family Capital Trust
Massachusetts
$16K
FW
73
Fairway Wealth
Ohio
$14.9K +$14.9K +570 New
AssetMark Inc
74
AssetMark Inc
California
$7.92K
OA
75
Operose Advisors
Wisconsin
$6.67K