ALPS Equal Sector Weight ETF
EQL
32 hedge funds and large institutions have $67.4M invested in ALPS Equal Sector Weight ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
14% more funds holding
Funds holding: 28 → 32 (+4)
4.68% more ownership
Funds ownership: 119.7% → 124.38% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $68M → $67.4M (-$599K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$630K |
| 4 |
Morgan Stanley
New York
|
+$612K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Choreo LLC
Rockford,
Illinois
|
-$2.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
| 3 |
BWM
Bernicke Wealth Management
Altoona,
Wisconsin
|
-$94.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$54.2K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $21K | -$11.2K | -480 | -33% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $14K | +$14K | +600 | New |
|
|
PFPT
29
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $13K | +$12.9K | +555 | New |
|
|
LF
30
Lee Financial
Dallas,
Texas
| $12K | +$12.6K | +543 | New |
|
EQL Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2018, worth a combined $67.4M — down 0.88% from $68M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EQL positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $2.14M. The largest seller was Choreo LLC, cutting an estimated $2.61M.
- 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2018, up from 28 in Q4 2017.
- Funds reported $67.4M of ALPS Equal Sector Weight ETF stock for Q1 2018, down 0.88% quarter-over-quarter.
- 5 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2018 and 1 closed out, a net change of +4 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2018 was Jane Street, an estimated $2.14M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2018 was Choreo LLC, an estimated $2.61M sold.
Based on aggregated 13F filings for Q1 2018.