ALPS Smith Core Plus Bond ETF
SMTH
59 hedge funds and large institutions have $1.58B invested in ALPS Smith Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 5 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 8
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
23% more funds holding
Funds holding: 48 → 59 (+11)
23% more capital invested
Capital invested by funds: $1.29B → $1.58B (+$292M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
1.77% less ownership
Funds ownership: 96.33% → 94.56% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$81M |
| 2 |
SRC
Shufro Rose & Co
New York
|
+$69.3M |
| 3 |
Bank of New York Mellon
New York
|
+$49.6M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$17.8M |
| 5 |
TFP
Traction Financial Partners
Encampment,
Wyoming
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.68M |
| 2 |
SIA
Sovereign Investment Advisors
Phoenix,
Arizona
|
-$8.17M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.33M |
| 4 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$2.18M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2M |
SMTH Hedge Fund Activity: Q1 2025 in Review
59 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q1 2025, worth a combined $1.58B — up 23% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMTH positions and 5 closed out — a net gain of 13 holders — while 30 added to existing stakes and 8 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $8.68M sold.
- 59 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q1 2025, up from 48 in Q4 2024.
- Funds reported $1.58B of ALPS Smith Core Plus Bond ETF stock for Q1 2025, up 23% quarter-over-quarter.
- 18 funds opened new ALPS Smith Core Plus Bond ETF positions in Q1 2025 and 5 closed out, a net change of +13 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $81M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $8.68M sold.
Based on aggregated 13F filings for Q1 2025.