ALPS Equal Sector Weight ETF
EQL
28 hedge funds and large institutions have $59.1M invested in ALPS Equal Sector Weight ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 27 → 28 (+1)
3.09% more ownership
Funds ownership: 121.91% → 125% (+3.1%)
5% more capital invested
Capital invested by funds: $56.3M → $59.1M (+$2.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$650K |
| 3 |
Morgan Stanley
New York
|
+$630K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$484K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.43M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
-$868K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$447K |
| 4 |
BWM
Bernicke Wealth Management
Altoona,
Wisconsin
|
-$108K |
| 5 |
LPL Financial
San Diego,
California
|
-$47.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
26
Physicians Financial Services
Raleigh,
North Carolina
| $2K | – | – | – |
|
|
27
Envestnet Asset Management
Chicago,
Illinois
| – | -$447K | -23,220 | Closed |
|
|
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| – | -$14 | -750 | Closed |
|
EQL Hedge Fund Activity: Q3 2016 in Review
28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2016, worth a combined $59.1M — up 4.9% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQL positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.11M. The largest seller was Royal Bank of Canada, cutting an estimated $1.43M.
- 28 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2016, up from 27 in Q2 2016.
- Funds reported $59.1M of ALPS Equal Sector Weight ETF stock for Q3 2016, up 4.9% quarter-over-quarter.
- 3 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2016 and 2 closed out, a net change of +1 holder.
- The largest ALPS Equal Sector Weight ETF buyer in Q3 2016 was Citadel Advisors, an estimated $1.11M added.
- The largest ALPS Equal Sector Weight ETF seller in Q3 2016 was Royal Bank of Canada, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2016.