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ALPS Smith Core Plus Bond ETF

71 hedge funds and large institutions have $2.02B invested in ALPS Smith Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$11.3M
2 -$9.52M
3 -$2.17M
4
SRC
Shufro Rose & Co
New York
-$1.2M
5
Jane Street
Jane Street
New York
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.29B
AAS
2
Annex Advisory Services
Wisconsin
$143M
SRC
3
Shufro Rose & Co
New York
$115M
SIM
4
Stratos Investment Management
Ohio
$83.9M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$55M
LWA
6
Lineweaver Wealth Advisors
Ohio
$34.6M
LFAS
7
Level Four Advisory Services
Texas
$34.1M
HW
8
Hamilton Wealth
California
$33.3M
TFP
9
Traction Financial Partners
Wyoming
$20.2M
PWP
10
Principle Wealth Partners
Connecticut
$20M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$18.2M
AWA
12
Adapt Wealth Advisors
Georgia
$17.6M
ARG
13
Advisory Resource Group
Oklahoma
$12.5M
PWP
14
Prasad Wealth Partners
Ohio
$12.1M
GFP
15
Guardian Financial Partners
California
$12M
SIA
16
Sovereign Investment Advisors
Arizona
$10.1M
WIA
17
World Investment Advisors
California
$9.68M
NAM
18
NorthCrest Asset Manangement
Minnesota
$9.22M
GCM
19
Gallacher Capital Management
Colorado
$9M
SPA
20
Sentinel Pension Advisors
Massachusetts
$8.92M
OPA
21
Old Port Advisors
Maine
$7.85M
EFG
22
Ethos Financial Group
Pennsylvania
$6.85M
NPT
23
Nixon Peabody Trust
Massachusetts
$6.39M
VT
24
Vise Technologies
New York
$5.79M
Citadel Advisors
25
Citadel Advisors
Florida
$4.73M