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ALPS Smith Core Plus Bond ETF

61 hedge funds and large institutions have $1.8B invested in ALPS Smith Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
12
Increased
31
Reduced
15
Closed
8
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
$1.13B +$126M +4,875,775 +13%
AAS
2
Annex Advisory Services
Wisconsin
$133M +$42.6M +1,646,710 +47%
SRC
3
Shufro Rose & Co
New York
$116M -$1.65M -63,608 -1%
SIM
4
Stratos Investment Management
Ohio
$85M +$16.5M +636,819 +24%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50M +$72.7K +2,811 +0.1%
LFAS
6
Level Four Advisory Services
Texas
$32.9M +$32.9M +1,271,655 New
LWA
7
Lineweaver Wealth Advisors
Ohio
$29.3M +$3.14M +121,551 +12%
ARG
8
Advisory Resource Group
Oklahoma
$21.7M +$7.65M +295,791 +54%
PWP
9
Principle Wealth Partners
Connecticut
$20.3M -$5.5M -212,592 -21%
TFP
10
Traction Financial Partners
Wyoming
$17.4M -$189K -7,305 -1%
VT
11
Vise Technologies
New York
$16.9M +$16.9M +653,667 New
AWA
12
Adapt Wealth Advisors
Georgia
$15.8M +$458K +17,705 +3%
GFP
13
Guardian Financial Partners
California
$11.5M +$815K +31,541 +8%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$10.4M +$10.4M +402,464 New
PWP
15
Prasad Wealth Partners
Ohio
$10.3M -$3.68M -142,230 -26%
SIA
16
Sovereign Investment Advisors
Arizona
$9.97M +$8.46M +327,155 +560%
GCM
17
Gallacher Capital Management
Colorado
$8.72M +$366K +14,176 +4%
SPA
18
Sentinel Pension Advisors
Massachusetts
$8.35M +$8.35M +323,202 New
WIA
19
World Investment Advisors
California
$8.32M +$705K +27,292 +9%
NAM
20
NorthCrest Asset Manangement
Minnesota
$7.63M +$1.48M +57,332 +24%
OPA
21
Old Port Advisors
Maine
$6.7M +$1.09M +42,209 +19%
NPT
22
Nixon Peabody Trust
Massachusetts
$6.13M +$825K +31,928 +16%
EFG
23
Ethos Financial Group
Pennsylvania
$6M +$523K +20,232 +10%
SIA
24
Spectrum Investment Advisors
Wisconsin
$4.58M +$300K +11,603 +7%
RWM
25
Riverbend Wealth Management
South Carolina
$3.99M +$1.04M +40,302 +35%