ALPS Equal Sector Weight ETF
EQL
26 hedge funds and large institutions have $48.9M invested in ALPS Equal Sector Weight ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 27 → 26 (-1)
7.09% less ownership
Funds ownership: 111.6% → 104.5% (-7.1%)
9% less capital invested
Capital invested by funds: $53.9M → $48.9M (-$4.98M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.45M |
| 2 |
Jane Street
New York
|
+$1.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$907K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$472K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.09M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.69M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.13M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$804K |
| 5 |
BWM
Bernicke Wealth Management
Altoona,
Wisconsin
|
-$758K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
First Manhattan
New York
| – | -$17K | -930 | Closed |
|
27
Creative Planning
Overland Park,
Kansas
| – | -$6K | -300 | Closed |
|
EQL Hedge Fund Activity: Q2 2015 in Review
26 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2015, worth a combined $48.9M — down 9.2% from $53.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EQL and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $1.45M. The largest seller was Citadel Advisors, cutting an estimated $3.09M.
- 26 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2015, down from 27 in Q1 2015.
- Funds reported $48.9M of ALPS Equal Sector Weight ETF stock for Q2 2015, down 9.2% quarter-over-quarter.
- 2 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2015 and 3 closed out, a net change of -1 holder.
- The largest ALPS Equal Sector Weight ETF buyer in Q2 2015 was Morgan Stanley, an estimated $1.45M added.
- The largest ALPS Equal Sector Weight ETF seller in Q2 2015 was Citadel Advisors, an estimated $3.09M sold.
Based on aggregated 13F filings for Q2 2015.