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ALPS Smith Core Plus Bond ETF
SMTH

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

75.96% more ownership

Funds ownership: 0% → 75.96% (+76%)

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

Rank Fund Capital Flow
1
SIM
Stratos Investment Management
Ohio
+$42.4M
2
PWP
Principle Wealth Partners
Connecticut
+$32.2M
3
ARG
Advisory Resource Group
Oklahoma
+$19.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$951K
5
UBS Group
UBS Group
Switzerland
+$7.94K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1
Stratos Investment Management
Ohio
$42.8M +$42.4M +1,648,434 New
PWP
2
Principle Wealth Partners
Connecticut
$32.5M +$32.2M +1,252,341 New
ARG
3
Advisory Resource Group
Oklahoma
$20M +$19.8M +768,619 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$961K +$951K +36,991 New
UBS Group
5
UBS Group
Switzerland
$8.03K +$7.94K +309 New
Osaic Holdings
6
Osaic Holdings
Arizona
$3.17K +$3.14K +122 New

SMTH Hedge Fund Activity: Q4 2023 in Review

6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q4 2023, worth a combined $96.3M.

Buyers outnumbered sellers: 6 funds opened new SMTH positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Stratos Investment Management, opening a new position worth an estimated $42.4M.

  • 6 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $96.3M of ALPS Smith Core Plus Bond ETF stock for Q4 2023.
  • 6 funds opened new ALPS Smith Core Plus Bond ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
  • The largest ALPS Smith Core Plus Bond ETF buyer in Q4 2023 was Stratos Investment Management, an estimated $42.4M added.

Based on aggregated 13F filings for Q4 2023.