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ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Trends Analyst Outlook Journalist POV

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

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

23.76% more ownership

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

Holders
17
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$511M
2
+$24.7M
3
+$9.39M
4
SIM
Stratos Investment Management
Ohio
+$2.7M
5
FA
Fermata Advisors
California
+$2.13M

Top Sellers

1
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$511M
2
$45M
3
$32.8M
4
$24.7M
5
$18.1M
6
$9.39M
7
$2.13M
8
$1.5M
9
$958K
10
$604K
11
$592K
12
$271K
13
$270K
14
$219K
15
$210K
16
$92.7K
17
$9.21K