ALPS Smith Core Plus Bond ETF
SMTH
84 hedge funds and large institutions have $2.33B invested in ALPS Smith Core Plus Bond ETF in 2026 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
17% more capital invested
Capital invested by funds: $1.99B → $2.33B (+$333M)
2.6% more ownership
Funds ownership: 77.45% → 80.05% (+2.6%)
2% more funds holding
Funds holding: 82 → 84 (+2)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$197M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$57.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$34.1M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$30.4M |
| 5 |
VT
Vise Technologies
New York
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$3.81M |
| 2 |
GCM
Gallacher Capital Management
Lone Tree,
Colorado
|
-$1.81M |
| 3 |
Goldman Sachs
New York
|
-$1.28M |
| 4 |
BFS
Boyer Financial Services
Newport Beach,
California
|
-$1.02M |
| 5 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
-$996K |
SMTH Hedge Fund Activity: Q2 2026 in Review
84 institutional investors reported a position in ALPS Smith Core Plus Bond ETF (SMTH) for Q2 2026, worth a combined $2.33B — up 17% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMTH positions and 9 closed out — a net gain of 2 holders — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $197M. The largest seller was Stratos Investment Management, cutting an estimated $3.81M.
- 84 institutional investors held ALPS Smith Core Plus Bond ETF (SMTH) as of Q2 2026, up from 82 in Q1 2026.
- Funds reported $2.33B of ALPS Smith Core Plus Bond ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 11 funds opened new ALPS Smith Core Plus Bond ETF positions in Q2 2026 and 9 closed out, a net change of +2 holders.
- The largest ALPS Smith Core Plus Bond ETF buyer in Q2 2026 was Wealth Enhancement Advisory Services, an estimated $197M added.
- The largest ALPS Smith Core Plus Bond ETF seller in Q2 2026 was Stratos Investment Management, an estimated $3.81M sold.
Based on aggregated 13F filings for Q2 2026.