SMTH icon

ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

24 hedge funds and large institutions have $758M invested in ALPS Smith Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
11
Increased
9
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$59.3M
2
HW
Hamilton Wealth
California
+$20.2M
3
LWA
Lineweaver Wealth Advisors
Ohio
+$13.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$8.74M
5
WIA
World Investment Advisors
California
+$6.73M

Top Sellers

1
ARG
Advisory Resource Group
Oklahoma
-$2.24M
2
PWP
Principle Wealth Partners
Connecticut
-$1.88M
3
SIA
Sovereign Investment Advisors
Arizona
-$1.5M
4
BB
Burford Brothers
Texas
-$277K
5
FTUS
Flow Traders U.S.
New York
-$270K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$567M +$59.3M +2,328,279 +12%
SIM
2
Stratos Investment Management
Ohio
$46M +$1.35M +52,878 +3%
PWP
3
Principle Wealth Partners
Connecticut
$30.7M -$1.88M -73,735 -6%
AAS
4
Annex Advisory Services
Wisconsin
$28.1M +$3.6M +141,414 +15%
HW
5
Hamilton Wealth
California
$20.2M +$20.2M +794,628 New
ARG
6
Advisory Resource Group
Oklahoma
$15.7M -$2.24M -87,894 -12%
LWA
7
Lineweaver Wealth Advisors
Ohio
$13.6M +$13.6M +534,235 New
GFP
8
Guardian Financial Partners
California
$9.43M +$112K +4,381 +1%
IWC
9
Integrated Wealth Concepts
Massachusetts
$8.74M +$8.74M +343,238 New
WIA
10
World Investment Advisors
California
$6.73M +$6.73M +264,225 New
AWA
11
Adapt Wealth Advisors
Georgia
$4.23M +$4.23M +166,174 New
FA
12
Fermata Advisors
California
$2.29M +$176K +6,932 +8%
TCM
13
Triumph Capital Management
Colorado
$1.15M +$552K +21,678 +92%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.02M +$65.4K +2,566 +7%
Jane Street
15
Jane Street
New York
$777K +$777K +30,499 New
LPL Financial
16
LPL Financial
California
$598K +$598K +23,482 New
NAM
17
NorthCrest Asset Manangement
Minnesota
$524K +$524K +20,595 New
Citadel Advisors
18
Citadel Advisors
Florida
$494K +$225K +8,830 +83%
UBS Group
19
UBS Group
Switzerland
$431K +$422K +16,577 +4,618%
BB
20
Burford Brothers
Texas
$310K -$277K -10,886 -47%
Osaic Holdings
21
Osaic Holdings
Arizona
$206K -$11.6K -457 -5%
PIS
22
POM Investment Strategies
North Carolina
$30.3K +$30.3K +1,189 New
GWSG
23
GPS Wealth Strategies Group
Colorado
$21K +$21K +825 New
OA
24
Operose Advisors
Wisconsin
$6.52K +$6.52K +256 New
SIA
25
Sovereign Investment Advisors
Arizona
– -$1.5M -58,378 Closed
1
2