ALPS Equal Sector Weight ETF
EQL
28 hedge funds and large institutions have $68M invested in ALPS Equal Sector Weight ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
12% more funds holding
Funds holding: 25 → 28 (+3)
5% more capital invested
Capital invested by funds: $64.6M → $68M (+$3.41M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 119.76% → 119.7% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$998K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$341K |
| 3 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
+$203K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$177K |
| 5 |
Jane Street
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
-$334K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$120K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$90.5K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| – | -$79K | -3,600 | Closed |
|
27
BlackRock
New York
| – | +$68 | +3 | New |
|
EQL Hedge Fund Activity: Q4 2017 in Review
28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2017, worth a combined $68M — up 5.3% from $64.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQL positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $998K. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.
- 28 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2017, up from 25 in Q3 2017.
- Funds reported $68M of ALPS Equal Sector Weight ETF stock for Q4 2017, up 5.3% quarter-over-quarter.
- 4 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2017 and 1 closed out, a net change of +3 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q4 2017 was Morgan Stanley, an estimated $998K added.
- The largest ALPS Equal Sector Weight ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2017.