ALPS Smith Core Plus Bond ETF
SMTH
48 hedge funds and large institutions have $1.29B invested in ALPS Smith Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.
6,388% more capital inflows, than outflows
Capital inflows: $373M | Capital outflows: $5.75M
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
66% more funds holding
Funds holding: 29 → 48 (+19)
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
4.15% less ownership
Funds ownership: 100.48% → 96.33% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$228M |
| 2 |
Shufro Rose & Co
New York
|
+$47.7M |
| 3 |
Annex Advisory Services
Brookfield,
Wisconsin
|
+$34.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$8.8M |
| 5 |
Hamilton Wealth
Encino,
California
|
+$7.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principle Wealth Partners
Madison,
Connecticut
|
-$1.94M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$844K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$716K |
| 4 |
Flow Traders U.S.
New York
|
-$709K |
| 5 |
Burford Brothers
Dallas,
Texas
|
-$314K |
SMTH Hedge Fund Activity: Q4 2024 in Review
48 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q4 2024, worth a combined $1.29B — up 34% from $963M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMTH positions and 2 closed out — a net gain of 19 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $228M. The largest seller was Principle Wealth Partners, cutting an estimated $1.94M.
- 48 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $1.29B of ALPS Smith Core Plus Bond ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 21 funds opened new ALPS Smith Core Plus Bond ETF positions in Q4 2024 and 2 closed out, a net change of +19 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $228M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q4 2024 was Principle Wealth Partners, an estimated $1.94M sold.
Based on aggregated 13F filings for Q4 2024.