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

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+0.07 (+0.28%)
(As of 04/29/2024 ET)
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Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$624.28M
Number of
Institutional Sellers
(last 12 months)
0
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SMTH Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024 Guardian Financial Partners LLC365,818$9.39M6.4%N/A1.383%
4/25/2024 Triumph Capital Management23,652$604K0.2%N/A0.089%
4/23/2024 Principle 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%
2/5/2024 Principle Wealth Partners LLC1,252,341$32.55M2.8%N/A0.000%
1/24/2024 Stratos 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, the following institutional investors and hedge funds held shares of ALPS | Smith Core Plus Bond ETF shares: Wealth Enhancement Advisory Services LLC ($511.43M), Stratos Investment Management LLC ($42.84M), Principle Wealth Partners LLC ($32.81M), Annex Advisory Services LLC ($24.68M), Guardian Financial Partners LLC ($9.39M), and Fermata Advisors LLC ($2.13M), and Triumph Capital Management ($604K).Learn more on SMTH's institutional investors.

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

The following institutional investors have purchased ALPS | Smith Core Plus Bond ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($19.93M), Stratos Investment Management LLC ($1.65M), Principle Wealth Partners LLC ($1.28M), Annex Advisory Services LLC ($961.61K), Guardian Financial Partners LLC ($365.82K), Fermata Advisors LLC ($82.82K), and Triumph Capital Management ($23.65K).

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

Institutional investors have bought a total of 24,287,600 shares in the last 24 months. This purchase volume represents approximately $624.28M in transactions.


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This page (NYSEARCA:SMTH) was last updated on 4/29/2024 by MarketBeat.com Staff

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