ALPS Smith Core Plus Bond ETF
SMTH
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.
1,772% more capital inflows, than outflows
Capital inflows: $121M | Capital outflows: $6.46M
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
41% more funds holding
Funds holding: 17 → 24 (+7)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
1.25% less ownership
Funds ownership: 99.72% → 98.47% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$59.1M |
| 2 |
Hamilton Wealth
Encino,
California
|
+$20.2M |
| 3 |
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$13.6M |
| 4 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$8.72M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$2.23M |
| 2 |
Principle Wealth Partners
Madison,
Connecticut
|
-$1.87M |
| 3 |
Sovereign Investment Advisors
Phoenix,
Arizona
|
-$1.5M |
| 4 |
Burford Brothers
Dallas,
Texas
|
-$277K |
| 5 |
Flow Traders U.S.
New York
|
-$270K |
SMTH Hedge Fund Activity: Q2 2024 in Review
24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q2 2024, worth a combined $758M — up 17% from $648M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMTH positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $59.1M. The largest seller was Advisory Resource Group, cutting an estimated $2.23M.
- 24 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q2 2024, up from 17 in Q1 2024.
- Funds reported $758M of ALPS Smith Core Plus Bond ETF stock for Q2 2024, up 17% quarter-over-quarter.
- 11 funds opened new ALPS Smith Core Plus Bond ETF positions in Q2 2024 and 4 closed out, a net change of +7 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $59.1M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q2 2024 was Advisory Resource Group, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2024.