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ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership

$25.74
-0.09 (-0.35%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$832.84M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$3.91M
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SMTH Institutional Buying and Selling by Quarter

ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Assetmark Inc.2,272$60K0.0%N/A0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC26,862,866$710.25M1.5%+20.7%97.329%
10/24/2024 NorthCrest Asset Manangement LLC34,512$912K0.0%+67.6%0.125%
10/18/2024Stratos Investment Management LLC1,969,650$52.08M3.6%+9.0%7.136%
10/10/2024 Annex Advisory Services LLC1,631,326$43.13M1.4%+47.9%5.911%
10/9/2024 Fermata Advisors LLC88,089$2.33M0.5%-1.8%0.319%
8/6/2024Adapt Wealth Advisors LLC166,174$4.23M2.7%N/A0.602%
7/31/2024Commonwealth Equity Services LLC39,894$1.02M0.0%+6.9%0.145%
7/25/2024POM Investment Strategies LLC1,189$30K0.0%N/A0.004%
7/24/2024Advisory Resource Group617,097$15.71M3.5%-12.5%2.236%
7/16/2024 NorthCrest Asset Manangement LLC20,595$524K0.0%N/A0.075%
7/16/2024 Wealth Enhancement Advisory Services LLC22,255,273$566.62M1.3%+11.7%80.635%
7/15/2024Guardian Financial Partners LLC370,199$9.43M6.3%+1.2%1.341%
7/13/2024 Fermata Advisors LLC89,749$2.29M0.5%+8.4%0.325%
7/12/2024 Annex Advisory Services LLC1,103,025$28.08M1.0%+14.7%3.996%
5/17/2024Advisory Resource Group704,991$18.09M4.2%-8.3%2.554%
4/27/2024Guardian Financial Partners LLC365,818$9.39M6.4%N/A1.383%
4/25/2024Triumph Capital Management23,652$604K0.2%N/A0.089%
4/23/2024Principle Wealth Partners LLC1,278,274$32.81M2.6%+2.1%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC19,926,994$511.43M1.3%N/A0.000%
4/12/2024 Fermata Advisors LLC82,817$2.13M0.5%N/A0.000%
4/12/2024 Annex Advisory Services LLC961,611$24.68M0.9%N/A0.000%
2/5/2024Principle Wealth Partners LLC1,252,341$32.55M2.8%N/A0.000%
1/24/2024Stratos Investment Management LLC1,648,434$42.84M5.1%N/A0.000%
(Data available from 1/1/2016 forward)

SMTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMTH shares?

During the previous two years, 13 institutional investors and hedge funds held shares of ALPS | Smith Core Plus Bond ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($710.25M), Stratos Investment Management LLC ($52.08M), Annex Advisory Services LLC ($43.13M), Principle Wealth Partners LLC ($32.81M), Advisory Resource Group ($15.71M), Guardian Financial Partners LLC ($9.43M), and Adapt Wealth Advisors LLC ($4.23M).Learn more on SMTH's institutional investors.

Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF stock?

Of the 12 institutional investors that purchased ALPS | Smith Core Plus Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($26.86M), Stratos Investment Management LLC ($1.81M), Annex Advisory Services LLC ($1.63M), Principle Wealth Partners LLC ($1.28M), Guardian Financial Partners LLC ($370.20K), Adapt Wealth Advisors LLC ($166.17K), and Fermata Advisors LLC ($89.75K).

How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have bought a total of 32,274,490 shares in the last 24 months. This purchase volume represents approximately $832.84M in transactions.

Which ALPS | Smith Core Plus Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold ALPS | Smith Core Plus Bond ETF stock in the last 24 months: Advisory Resource Group ($151.52K), and Fermata Advisors LLC ($1.66K).

How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have sold a total of 153,182 shares in the last 24 months. This volume of shares sold represents approximately $3.91M in transactions.



This page (NYSEARCA:SMTH) was last updated on 11/2/2024 by MarketBeat.com Staff
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