ALPS Equal Sector Weight ETF
EQL
27 hedge funds and large institutions have $69.1M invested in ALPS Equal Sector Weight ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
13% more capital invested
Capital invested by funds: $61.1M → $69.1M (+$8M)
4.38% more ownership
Funds ownership: 127.21% → 131.59% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 30 → 27 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$992K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.55M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$640K |
| 3 |
BWM
Bernicke Wealth Management
Altoona,
Wisconsin
|
-$111K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$93.3K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$1.55M | -77,355 | Closed |
|
|
27
US Bancorp
Minneapolis,
Minnesota
| – | -$63K | -3,150 | Closed |
|
28
Creative Planning
Overland Park,
Kansas
| – | -$42K | -2,109 | Closed |
|
|
PFS
29
Physicians Financial Services
Raleigh,
North Carolina
| – | -$2K | -111 | Closed |
|
EQL Hedge Fund Activity: Q1 2017 in Review
27 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2017, worth a combined $69.1M — up 13% from $61.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EQL and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.
The largest buyer was Jane Street, opening a new position worth an estimated $1.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.55M sold.
- 27 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2017, down from 30 in Q4 2016.
- Funds reported $69.1M of ALPS Equal Sector Weight ETF stock for Q1 2017, up 13% quarter-over-quarter.
- 3 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2017 and 5 closed out, a net change of -2 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2017 was Jane Street, an estimated $1.6M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q1 2017.