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ALPS Smith Core Plus Bond ETF
SMTH

Overview Fund Activity

57 hedge funds and large institutions have $1.54B invested in ALPS Smith Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
18
Increased
28
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$81.7M
2
SRC
Shufro Rose & Co
New York
+$69.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$50M
4
SIM
Stratos Investment Management
Ohio
+$17.9M
5
TFP
Traction Financial Partners
Wyoming
+$17.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.68M
2
SIA
Sovereign Investment Advisors
Arizona
-$8.17M
3
OMC
Old Mission Capital
Illinois
-$2.33M
4
PWP
Principle Wealth Partners
Connecticut
-$2.19M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1B +$81.7M +3,155,004 +9%
SRC
2
Shufro Rose & Co
New York
$118M +$69.9M +2,699,820 +146%
AAS
3
Annex Advisory Services
Wisconsin
$90.5M +$13.7M +529,888 +18%
SIM
4
Stratos Investment Management
Ohio
$68.6M +$17.9M +692,330 +35%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50M +$50M +1,932,956 New
LWA
6
Lineweaver Wealth Advisors
Ohio
$26.2M +$10.8M +417,604 +70%
PWP
7
Principle Wealth Partners
Connecticut
$25.8M -$2.19M -84,743 -8%
TFP
8
Traction Financial Partners
Wyoming
$17.6M +$17.6M +680,889 New
AWA
9
Adapt Wealth Advisors
Georgia
$15.4M +$4.63M +178,866 +43%
ARG
10
Advisory Resource Group
Oklahoma
$14.1M -$801K -30,941 -5%
PWP
11
Prasad Wealth Partners
Ohio
$14M +$1.37M +52,881 +11%
GFP
12
Guardian Financial Partners
California
$10.7M +$278K +10,742 +3%
GCM
13
Gallacher Capital Management
Colorado
$8.37M +$949K +36,664 +13%
WIA
14
World Investment Advisors
California
$7.62M +$748K +28,882 +11%
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.07M -$2.02M -77,964 -22%
NAM
16
NorthCrest Asset Manangement
Minnesota
$6.17M +$3.92M +151,393 +174%
OPA
17
Old Port Advisors
Maine
$5.62M +$4.76M +183,983 +555%
EFG
18
Ethos Financial Group
Pennsylvania
$5.48M +$5.48M +211,720 New
NPT
19
Nixon Peabody Trust
Massachusetts
$5.31M +$5.31M +205,180 New
AA
20
ALPS Advisors
Colorado
$4.67M +$713K +27,545 +18%
SIA
21
Spectrum Investment Advisors
Wisconsin
$4.29M +$100K +3,873 +2%
Goldman Sachs
22
Goldman Sachs
New York
$3.38M -$910K -35,163 -21%
RWM
23
Riverbend Wealth Management
South Carolina
$2.95M +$184K +7,125 +7%
AAP
24
Arax Advisory Partners
Colorado
$2.94M +$2.94M +113,619 New
Raymond James Financial
25
Raymond James Financial
Florida
$2.75M +$2.75M +106,071 New
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