ALPS Smith Core Plus Bond ETF
SMTH
63 hedge funds and large institutions have $1.83B invested in ALPS Smith Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 8 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $1.58B → $1.83B (+$243M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
7% more funds holding
Funds holding: 59 → 63 (+4)
2.1% more ownership
Funds ownership: 94.56% → 96.66% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$125M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$42.2M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$32.6M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$16.3M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hamilton Wealth
Encino,
California
|
-$12.4M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$7.07M |
| 3 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$5.45M |
| 4 |
PWP
Prasad Wealth Partners
Independence,
Ohio
|
-$3.64M |
| 5 |
Goldman Sachs
New York
|
-$3.38M |
SMTH Hedge Fund Activity: Q2 2025 in Review
63 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q2 2025, worth a combined $1.83B — up 15% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMTH positions and 8 closed out — a net gain of 4 holders — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $125M. The largest seller was Hamilton Wealth, cutting an estimated $12.4M.
- 63 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q2 2025, up from 59 in Q1 2025.
- Funds reported $1.83B of ALPS Smith Core Plus Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
- 12 funds opened new ALPS Smith Core Plus Bond ETF positions in Q2 2025 and 8 closed out, a net change of +4 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $125M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q2 2025 was Hamilton Wealth, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2025.