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ALPS Smith Core Plus Bond ETF
SMTH

17 hedge funds and large institutions have $648M invested in ALPS Smith Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

573% more capital invested

Capital invested by funds: $96.3M → $648M (+$552M)

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

183% more funds holding

Funds holding: 6 → 17 (+11)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

23.76% more ownership

Funds ownership: 75.96% → 99.72% (+24%)

Holders
17
Holders Change
+11
Holders Change %
+183.33%
% of All Funds
0.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
11
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$512M
2
AAS
Annex Advisory Services
Wisconsin
+$24.7M
3
GFP
Guardian Financial Partners
California
+$9.39M
4
SIM
Stratos Investment Management
Ohio
+$2.7M
5
FA
Fermata Advisors
California
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
ARG
Advisory Resource Group
Oklahoma
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$511M +$512M +19,926,994 New
SIM
2
Stratos Investment Management
Ohio
$45M +$2.7M +105,061 +6%
PWP
3
Principle Wealth Partners
Connecticut
$32.8M +$666K +25,933 +2%
AAS
4
Annex Advisory Services
Wisconsin
$24.7M +$24.7M +961,611 New
ARG
5
Advisory Resource Group
Oklahoma
$18.1M -$1.63M -63,628 -8%
GFP
6
Guardian Financial Partners
California
$9.39M +$9.39M +365,818 New
FA
7
Fermata Advisors
California
$2.13M +$2.13M +82,817 New
SIA
8
Sovereign Investment Advisors
Arizona
$1.5M +$1.5M +58,378 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$958K +$8.65K +337 +0.9%
TCM
10
Triumph Capital Management
Colorado
$604K +$607K +23,652 New
BB
11
Burford Brothers
Texas
$592K +$593K +23,076 New
Citadel Advisors
12
Citadel Advisors
Florida
$271K +$272K +10,577 New
FTUS
13
Flow Traders U.S.
New York
$270K +$270K +10,514 New
Osaic Holdings
14
Osaic Holdings
Arizona
$219K +$216K +8,409 +6,893%
OMC
15
Old Mission Capital
Illinois
$210K +$210K +8,168 New
PCMC
16
Private Capital Management (Colorado)
Colorado
$92.7K +$92.7K +3,611 New
UBS Group
17
UBS Group
Switzerland
$9.21K +$1.28K +50 +16%

SMTH Hedge Fund Activity: Q1 2024 in Review

17 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q1 2024, worth a combined $648M — up 573% from $96.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMTH positions and 0 closed out — a net gain of 11 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $512M. The largest seller was Advisory Resource Group, cutting an estimated $1.63M.

  • 17 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q1 2024, up from 6 in Q4 2023.
  • Funds reported $648M of ALPS Smith Core Plus Bond ETF stock for Q1 2024, up 573% quarter-over-quarter.
  • 11 funds opened new ALPS Smith Core Plus Bond ETF positions in Q1 2024 and 0 closed out, a net change of +11 holders.
  • The largest ALPS Smith Core Plus Bond ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $512M added.
  • The largest ALPS Smith Core Plus Bond ETF seller in Q1 2024 was Advisory Resource Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2024.