ALPS Equal Sector Weight ETF
EQL
25 hedge funds and large institutions have $54.5M invested in ALPS Equal Sector Weight ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
12% more capital invested
Capital invested by funds: $48.9M → $54.5M (+$5.69M)
7.04% more ownership
Funds ownership: 112.86% → 119.89% (+7%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$769K |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$246K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$727K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$379K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$235K |
| 5 |
BWM
Bernicke Wealth Management
Altoona,
Wisconsin
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| – | -$5K | -300 | Closed |
|
EQL Hedge Fund Activity: Q4 2015 in Review
25 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2015, worth a combined $54.5M — up 12% from $48.9M a quarter earlier.
Fund positioning in EQL was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.57M. The largest seller was Jane Street, cutting an estimated $1.25M.
- 25 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $54.5M of ALPS Equal Sector Weight ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 3 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2015 and 3 closed out, a net change of 0 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q4 2015 was Morgan Stanley, an estimated $3.57M added.
- The largest ALPS Equal Sector Weight ETF seller in Q4 2015 was Jane Street, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2015.