A
ALPS Smith Core Plus Bond
SMTH • ARCA
ALPS Smith Core Plus Bond is an exchange-traded fund on ARCA. As of Q3 2025, 71 institutional investors hold shares in this ETF, with total holdings valued at $2.0B. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $1.3B.
Overview
Overview of institutional ownership in SMTH as of Q3 2025
All Institutions
- Institutions
- 71
- Value Held
- $2.0B
- Shares Held
- 77.4M
- Avg Position
- $28.5M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $7.3M
- Shares Held
- 277.3K
- Avg Position
- $2.4M
- Median Position
- $2.2M
Biggest Investors
Institutions with the largest positions in SMTH as of Q3 2025
| Institution | Position Value |
|---|---|
$1.3B 1.97% of portfolio | |
A Annex Advisory Services, LLC Institution | $142.7M 3.19% of portfolio |
 SHUFRO ROSE & CO LLC RIA/Wealth | $114.8M 9.49% of portfolio |
 Fundamentun, LLC RIA/Wealth | $83.9M 3.46% of portfolio |
 Bank of New York Mellon Corp Institution | $55.0M 0.01% of portfolio |
 Lineweaver Wealth Advisors, LLC RIA/Wealth | $34.6M 5.19% of portfolio |
 LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | $34.1M 1.17% of portfolio |
 Hamilton Wealth, LLC RIA/Wealth | $33.3M 6.95% of portfolio |
 Traction Financial Partners, LLC RIA/Wealth | $20.2M 12.48% of portfolio |
 Principle Wealth Partners LLC RIA/Wealth | $20.0M 1.24% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMTH in Q3 2025
- Net Flow
- +$181.8M
- Buyers
- 38
- Sellers
- 15
- Total Bought
- +$198.3M
- Total Sold
- −$16.6M
- Avg Position
- $32.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
+$147.5M +5.6M shares | |
A Annex Advisory Services, LLC Institution | +$8.1M +311.3K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$7.6M +292.1K shares |
Lineweaver Wealth Advisors, LLC RIA/Wealth | +$5.0M +191.0K shares |
Bank of New York Mellon Corp Institution | +$4.4M +168.0K shares |
Hamilton Wealth, LLC RIA/Wealth | +$3.6M +137.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$3.3M +127.4K shares |
Traction Financial Partners, LLC RIA/Wealth | +$2.6M +99.7K shares |
 FIRST FOUNDATION ADVISORS RIA/Wealth | +$2.4M +93.1K shares |
 Prasad Wealth Partners, LLC RIA/Wealth | +$1.7M +63.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Advisory Resource Group RIA/Wealth | −$9.5M −364.1K shares |
Fundamentun, LLC RIA/Wealth | −$2.2M −82.8K shares |
SHUFRO ROSE & CO LLC RIA/Wealth | −$1.2M −46.3K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −42.9K shares |
F FLOW TRADERS U.S. LLC Institution | −$824.5K −31.9K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | −$774.2K −29.6K shares |
Principle Wealth Partners LLC RIA/Wealth | −$495.3K −18.9K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$230.6K −8.9K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | −$65.3K −2.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | −$50.3K −2.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMTH in Q3 2025
- New Positions
- 12
- New Value
- $3.5M
- Exited Positions
- 6
- Exited Value
- $2.3M
New Positions
| Institution | Position Value |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | $782.5K 29.9K shares |
$654.7K 25.0K shares | |
 Summit Financial, LLC RIA/Wealth | $605.1K 23.1K shares |
 MORGAN STANLEY RIA/Wealth | $449.7K 17.2K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $356.7K 13.6K shares |
R Rockefeller Capital Management L.P. Long Only Manager | $283.9K 10.9K shares |
 CWM, LLC RIA/Wealth | $160.9K 6.2K shares |
 MAI Wealth Advisors RIA/Wealth | $84.1K 3.2K shares |
R ROYAL BANK OF CANADA Institution | $80.6K 3.1K shares |
 CoreCap Advisors, LLC RIA/Wealth | $41.3K 1.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.1M 42.9K shares |
F FLOW TRADERS U.S. LLC Institution | $824.5K 31.9K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $230.6K 8.9K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $65.3K 2.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $50.3K 2.0K shares |
 Johnson Financial Group, Inc. RIA/Wealth | $104.0 4.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SMTH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMTH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Traction Financial Partners, LLC RIA/Wealth | 12.48% $20.2M |
SHUFRO ROSE & CO LLC RIA/Wealth | 9.49% $114.8M |
Hamilton Wealth, LLC RIA/Wealth | 6.95% $33.3M |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 6.78% $17.6M |
Lineweaver Wealth Advisors, LLC RIA/Wealth | 5.19% $34.6M |
 Guardian Financial Partners, LLC RIA/Wealth | 5.07% $12.0M |
 Gallacher Capital Management LLC RIA/Wealth | 3.56% $9.0M |
Fundamentun, LLC RIA/Wealth | 3.46% $83.9M |
Prasad Wealth Partners, LLC RIA/Wealth | 3.39% $12.1M |
A Annex Advisory Services, LLC Institution | 3.19% $142.7M |
Hedge Fund Spotlight
Discover hedge funds investing in SMTH
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
A
Position in ALPS Smith Core Plus Bond
- Market Value
- $356.7K
- Shares Held
- 13.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
