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.
33,871% more capital inflows, than outflows
Capital inflows: $555M | Capital outflows: $1.63M
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
183% more funds holding
Funds holding: 6 → 17 (+11)
85.08% more ownership
Funds ownership: 14.63% → 99.72% (+85%)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$512M |
| 2 |
Annex Advisory Services
Brookfield,
Wisconsin
|
+$24.7M |
| 3 |
Guardian Financial Partners
Orange,
California
|
+$9.39M |
| 4 |
Stratos Investment Management
Beachwood,
Ohio
|
+$2.7M |
| 5 |
Fermata Advisors
Sonoma,
California
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$1.63M |
SMTH Hedge Fund Activity: Q1 2024 in Review
17 of the 6,966 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.