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ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

6 hedge funds and large institutions have $96.3M invested in ALPS Smith Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+6
Holders Change %
–
% of All Funds
0.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
6
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIM
Stratos Investment Management
Ohio
+$42.8M
2
PWP
Principle Wealth Partners
Connecticut
+$32.5M
3
ARG
Advisory Resource Group
Oklahoma
+$20M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$961K
5
UBS Group
UBS Group
Switzerland
+$8.03K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1
Stratos Investment Management
Ohio
$42.8M +$42.8M +1,648,434 New
PWP
2
Principle Wealth Partners
Connecticut
$32.5M +$32.5M +1,252,341 New
ARG
3
Advisory Resource Group
Oklahoma
$20M +$20M +768,619 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$961K +$961K +36,991 New
UBS Group
5
UBS Group
Switzerland
$8.03K +$8.03K +309 New
Osaic Holdings
6
Osaic Holdings
Arizona
$3.17K +$3.17K +122 New