ALPS Smith Core Plus Bond ETF
SMTH
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.
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: 71 → 79 (+8)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
1.36% more ownership
Funds ownership: 97.91% → 99.27% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$161M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$42.5M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$39.8M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$21.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$12.5M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$2.03M |
| 3 |
PWP
Prasad Wealth Partners
Independence,
Ohio
|
-$1.96M |
| 4 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$1.45M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.2M |
SMTH Hedge Fund Activity: Q4 2025 in Review
79 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q4 2025, worth a combined $2.33B — up 15% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMTH positions and 10 closed out — a net gain of 8 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $161M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $12.5M sold.
- 79 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q4 2025, up from 71 in Q3 2025.
- Funds reported $2.33B of ALPS Smith Core Plus Bond ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 18 funds opened new ALPS Smith Core Plus Bond ETF positions in Q4 2025 and 10 closed out, a net change of +8 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $161M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q4 2025 was Advisory Resource Group, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2025.