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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

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$305M)

11% more funds holding

Funds holding: 7179 (+8)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.36% more ownership

Funds ownership: 97.91%99.27% (+1.4%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
0.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.18%
New
18
Increased
36
Reduced
17
Closed
10
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 +$161M +6,132,733 +12%
AAS
2
Annex Advisory Services
Wisconsin
$182M +$39.8M +1,520,265 +28%
SRC
3
Shufro Rose & Co
New York
$127M +$11.1M +424,090 +10%
SIM
4
Stratos Investment Management
Ohio
$85M +$1.41M +53,803 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$55.8M +$924K +35,264 +2%
TC
6
Trilogy Capital
California
$42.3M +$42.5M +1,621,551 New
LWA
7
Lineweaver Wealth Advisors
Ohio
$36.1M +$1.58M +60,425 +5%
LFAS
8
Level Four Advisory Services
Texas
$35M +$995K +37,986 +3%
HW
9
Hamilton Wealth
California
$34.9M +$1.72M +65,735 +5%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$32.9M +$14.8M +565,289 +81%
MWM
11
Meridian Wealth Management
Kentucky
$21.7M +$21.8M +832,218 New
TFP
12
Traction Financial Partners
Wyoming
$21M +$876K +33,435 +4%
AWA
13
Adapt Wealth Advisors
Georgia
$18.6M +$1.04M +39,606 +6%
PWP
14
Principle Wealth Partners
Connecticut
$18.5M -$1.45M -55,373 -7%
NAM
15
NorthCrest Asset Manangement
Minnesota
$12.6M +$3.39M +129,314 +37%
VT
16
Vise Technologies
New York
$12.1M +$6.38M +243,715 +110%
GFP
17
Guardian Financial Partners
California
$11.7M -$220K -8,416 -2%
WIA
18
World Investment Advisors
California
$10.3M +$648K +24,752 +7%
PWP
19
Prasad Wealth Partners
Ohio
$10.1M -$1.96M -74,639 -16%
SPA
20
Sentinel Pension Advisors
Massachusetts
$10.1M +$1.2M +45,715 +13%
GCM
21
Gallacher Capital Management
Colorado
$9.76M +$797K +30,413 +9%
SIA
22
Sovereign Investment Advisors
Arizona
$9.12M -$939K -35,838 -9%
OPA
23
Old Port Advisors
Maine
$8.85M +$1.03M +39,460 +13%
NPT
24
Nixon Peabody Trust
Massachusetts
$7.23M +$864K +32,970 +13%
EFG
25
Ethos Financial Group
Pennsylvania
$7.13M +$304K +11,612 +4%