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ALPS Smith Core Plus Bond ETF

82 hedge funds and large institutions have $2.03B invested in ALPS Smith Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
$1.07B
AAS
2
Annex Advisory Services
Wisconsin
$208M
SRC
3
Shufro Rose & Co
New York
$132M
SIM
4
Stratos Investment Management
Ohio
$88.3M
HW
5
Hamilton Wealth
California
$68.3M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$56.9M
TC
7
Trilogy Capital
California
$50M
LWA
8
Lineweaver Wealth Advisors
Ohio
$37.8M
LFAS
9
Level Four Advisory Services
Texas
$31.9M
MWM
10
Meridian Wealth Management
Kentucky
$22M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$18.9M
AWA
12
Adapt Wealth Advisors
Georgia
$18.6M
TFP
13
Traction Financial Partners
Wyoming
$17.4M
PWP
14
Principle Wealth Partners
Connecticut
$17.4M
NAM
15
NorthCrest Asset Manangement
Minnesota
$13.7M
GFP
16
Guardian Financial Partners
California
$12.8M
VT
17
Vise Technologies
New York
$12.1M
SPA
18
Sentinel Pension Advisors
Massachusetts
$11.3M
WIA
19
World Investment Advisors
California
$11.2M
PWP
20
Prasad Wealth Partners
Ohio
$10.3M
OPA
21
Old Port Advisors
Maine
$9.94M
GCM
22
Gallacher Capital Management
Colorado
$9.77M
SIA
23
Sovereign Investment Advisors
Arizona
$9.63M
EFG
24
Ethos Financial Group
Pennsylvania
$7.66M
TF
25
Tenzing Financial
Virginia
$7.6M