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ALPS Smith Core Plus Bond ETF

47 hedge funds and large institutions have $1.25B invested in ALPS Smith Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+18
Holders Change %
+62.07%
% of All Funds
0.63%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
21
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$910M +$225M +8,804,390 +33%
AAS
2
Annex Advisory Services
Wisconsin
$75.7M +$34.1M +1,335,444 +82%
SIM
3
Stratos Investment Management
Ohio
$50M -$255K -10,010 -0.5%
SRC
4
Shufro Rose & Co
New York
$47.1M +$47.1M +1,844,088 New
PWP
5
Principle Wealth Partners
Connecticut
$27.6M -$1.91M -75,019 -6%
LWA
6
Lineweaver Wealth Advisors
Ohio
$15.2M +$370K +14,483 +3%
ARG
7
Advisory Resource Group
Oklahoma
$14.7M -$832K -32,589 -5%
PWP
8
Prasad Wealth Partners
Ohio
$12.4M +$12.4M +487,842 New
AWA
9
Adapt Wealth Advisors
Georgia
$10.6M +$1.77M +69,280 +20%
GFP
10
Guardian Financial Partners
California
$10.3M +$400K +15,667 +4%
SIA
11
Sovereign Investment Advisors
Arizona
$9.61M +$3.21M +125,979 +50%
IWC
12
Integrated Wealth Concepts
Massachusetts
$8.96M -$185K -7,261 -2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$8.68M +$8.68M +340,034 New
GCM
14
Gallacher Capital Management
Colorado
$7.32M +$1.25M +49,143 +21%
WIA
15
World Investment Advisors
California
$6.78M -$8.96K -351 -0.1%
Goldman Sachs
16
Goldman Sachs
New York
$4.23M +$4.23M +165,609 New
SIA
17
Spectrum Investment Advisors
Wisconsin
$4.13M +$4.13M +161,671 New
AA
18
ALPS Advisors
Colorado
$3.91M +$3.91M +153,037 New
RWM
19
Riverbend Wealth Management
South Carolina
$2.73M +$2.73M +106,830 New
Jane Street
20
Jane Street
New York
$2.47M +$870K +34,077 +54%
OMC
21
Old Mission Capital
Illinois
$2.33M +$2.33M +91,182 New
NAM
22
NorthCrest Asset Manangement
Minnesota
$2.22M +$1.34M +52,503 +152%
FA
23
Fermata Advisors
California
$2.04M -$211K -8,250 -9%
TCM
24
Triumph Capital Management
Colorado
$1.93M +$146K +5,702 +8%
CCM
25
Condor Capital Management
New Jersey
$1.12M +$1.12M +43,858 New