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ALPS Smith Core Plus Bond ETF

79 hedge funds and large institutions have $2.33B invested in ALPS Smith Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
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
$1.45B
AAS
2
Annex Advisory Services
Wisconsin
$182M
SRC
3
Shufro Rose & Co
New York
$127M
SIM
4
Stratos Investment Management
Ohio
$85M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$55.8M
TC
6
Trilogy Capital
California
$42.3M
LWA
7
Lineweaver Wealth Advisors
Ohio
$36.1M
LFAS
8
Level Four Advisory Services
Texas
$35M
HW
9
Hamilton Wealth
California
$34.9M
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$32.9M
MWM
11
Meridian Wealth Management
Kentucky
$21.7M
TFP
12
Traction Financial Partners
Wyoming
$21M
AWA
13
Adapt Wealth Advisors
Georgia
$18.6M
PWP
14
Principle Wealth Partners
Connecticut
$18.5M
NAM
15
NorthCrest Asset Manangement
Minnesota
$12.6M
VT
16
Vise Technologies
New York
$12.1M
GFP
17
Guardian Financial Partners
California
$11.7M
WIA
18
World Investment Advisors
California
$10.3M
PWP
19
Prasad Wealth Partners
Ohio
$10.1M
SPA
20
Sentinel Pension Advisors
Massachusetts
$10.1M
GCM
21
Gallacher Capital Management
Colorado
$9.76M
SIA
22
Sovereign Investment Advisors
Arizona
$9.12M
OPA
23
Old Port Advisors
Maine
$8.85M
NPT
24
Nixon Peabody Trust
Massachusetts
$7.23M
EFG
25
Ethos Financial Group
Pennsylvania
$7.13M