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ALPS Smith Core Plus Bond ETF

62 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, 32 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
$1.13B
AAS
2
Annex Advisory Services
Wisconsin
$133M
SRC
3
Shufro Rose & Co
New York
$116M
SIM
4
Stratos Investment Management
Ohio
$85M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50M
LFAS
6
Level Four Advisory Services
Texas
$32.9M
HW
7
Hamilton Wealth
California
$29.3M
LWA
8
Lineweaver Wealth Advisors
Ohio
$29.3M
ARG
9
Advisory Resource Group
Oklahoma
$21.7M
PWP
10
Principle Wealth Partners
Connecticut
$20.3M
TFP
11
Traction Financial Partners
Wyoming
$17.4M
VT
12
Vise Technologies
New York
$16.9M
AWA
13
Adapt Wealth Advisors
Georgia
$15.8M
GFP
14
Guardian Financial Partners
California
$11.5M
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$10.4M
PWP
16
Prasad Wealth Partners
Ohio
$10.3M
SIA
17
Sovereign Investment Advisors
Arizona
$9.97M
GCM
18
Gallacher Capital Management
Colorado
$8.72M
SPA
19
Sentinel Pension Advisors
Massachusetts
$8.35M
WIA
20
World Investment Advisors
California
$8.32M
NAM
21
NorthCrest Asset Manangement
Minnesota
$7.63M
OPA
22
Old Port Advisors
Maine
$6.7M
NPT
23
Nixon Peabody Trust
Massachusetts
$6.13M
EFG
24
Ethos Financial Group
Pennsylvania
$6M
SIA
25
Spectrum Investment Advisors
Wisconsin
$4.58M