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ALPS Smith Core Plus Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1B
SRC
2
Shufro Rose & Co
New York
$118M
AAS
3
Annex Advisory Services
Wisconsin
$90.5M
SIM
4
Stratos Investment Management
Ohio
$68.6M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50M
LWA
6
Lineweaver Wealth Advisors
Ohio
$26.2M
PWP
7
Principle Wealth Partners
Connecticut
$25.8M
TFP
8
Traction Financial Partners
Wyoming
$17.6M
AWA
9
Adapt Wealth Advisors
Georgia
$15.4M
ARG
10
Advisory Resource Group
Oklahoma
$14.1M
PWP
11
Prasad Wealth Partners
Ohio
$14M
GFP
12
Guardian Financial Partners
California
$10.7M
GCM
13
Gallacher Capital Management
Colorado
$8.37M
WIA
14
World Investment Advisors
California
$7.62M
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.07M
NAM
16
NorthCrest Asset Manangement
Minnesota
$6.17M
OPA
17
Old Port Advisors
Maine
$5.62M
EFG
18
Ethos Financial Group
Pennsylvania
$5.48M
NPT
19
Nixon Peabody Trust
Massachusetts
$5.31M
AA
20
ALPS Advisors
Colorado
$4.67M
SIA
21
Spectrum Investment Advisors
Wisconsin
$4.29M
Goldman Sachs
22
Goldman Sachs
New York
$3.38M
RWM
23
Riverbend Wealth Management
South Carolina
$2.95M
AAP
24
Arax Advisory Partners
Colorado
$2.94M
Raymond James Financial
25
Raymond James Financial
Florida
$2.75M