ALPS Equal Sector Weight ETF
EQL
30 hedge funds and large institutions have $56M invested in ALPS Equal Sector Weight ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 32 → 30 (-2)
17% less capital invested
Capital invested by funds: $67.4M → $56M (-$11.3M)
17.19% less ownership
Funds ownership: 124.38% → 107.18% (-17%)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$145K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$61.1K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$21K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.6K |
| 5 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.45M |
| 2 |
Morgan Stanley
New York
|
-$3.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.79M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
-$1.79M |
| 5 |
Jane Street
New York
|
-$959K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $12K | -$9.65K | -420 | -44% |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | -$6.62K | -288 | -48% |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | +$6.89K | +300 | New |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.79M | -123,582 | Closed |
|
30
M&T Bank
Buffalo,
New York
| – | -$233K | -10,308 | Closed |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| – | -$44K | -1,947 | Closed |
|
|
GT
32
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$34K | -1,500 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19K | -843 | Closed |
|
EQL Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2018, worth a combined $56M — down 17% from $67.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EQL and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 3 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $145K. The largest seller was Bank of America, cutting an estimated $3.45M.
- 30 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2018, down from 32 in Q1 2018.
- Funds reported $56M of ALPS Equal Sector Weight ETF stock for Q2 2018, down 17% quarter-over-quarter.
- 3 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2018 and 5 closed out, a net change of -2 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $145K added.
- The largest ALPS Equal Sector Weight ETF seller in Q2 2018 was Bank of America, an estimated $3.45M sold.
Based on aggregated 13F filings for Q2 2018.