ALPS | Smith Core Plus Bond ETF $SMTH is Annex Advisory Services LLC’s 3rd Largest Position

Annex Advisory Services LLC boosted its stake in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 27.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,974,911 shares of the company’s stock after purchasing an additional 1,520,265 shares during the period. ALPS | Smith Core Plus Bond ETF makes up about 3.5% of Annex Advisory Services LLC’s investment portfolio, making the stock its 3rd biggest holding. Annex Advisory Services LLC owned approximately 7.59% of ALPS | Smith Core Plus Bond ETF worth $181,836,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. CoreCap Advisors LLC purchased a new stake in shares of ALPS | Smith Core Plus Bond ETF in the third quarter worth about $41,000. MAI Capital Management purchased a new stake in shares of ALPS | Smith Core Plus Bond ETF in the third quarter worth about $84,000. CWM LLC purchased a new stake in shares of ALPS | Smith Core Plus Bond ETF in the third quarter worth about $161,000. Osaic Holdings Inc. boosted its position in shares of ALPS | Smith Core Plus Bond ETF by 64.8% in the second quarter. Osaic Holdings Inc. now owns 7,528 shares of the company’s stock worth $195,000 after buying an additional 2,961 shares during the period. Finally, JPMorgan Chase & Co. boosted its position in shares of ALPS | Smith Core Plus Bond ETF by 42.6% in the second quarter. JPMorgan Chase & Co. now owns 11,559 shares of the company’s stock worth $299,000 after buying an additional 3,452 shares during the period.

ALPS | Smith Core Plus Bond ETF Stock Up 0.3%

Shares of NYSEARCA SMTH opened at $26.01 on Wednesday. ALPS | Smith Core Plus Bond ETF has a 1-year low of $25.23 and a 1-year high of $26.47. The business has a 50-day moving average of $26.01 and a 200-day moving average of $26.11.

ALPS | Smith Core Plus Bond ETF Profile

The ALPS/SMITH Core Plus Bond ETF (SMTH) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that provides exposure to global debt securities of any maturity and credit quality. The fund aims for an above-average total return. SMTH was launched on Dec 5, 2023 and is issued by SS&C.