ALPS Equal Sector Weight ETF
EQL
32 hedge funds and large institutions have $60.8M invested in ALPS Equal Sector Weight ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
9% more capital invested
Capital invested by funds: $56M → $60.8M (+$4.8M)
7% more funds holding
Funds holding: 30 → 32 (+2)
6.57% more ownership
Funds ownership: 107.18% → 113.75% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 2 |
Morgan Stanley
New York
|
+$721K |
| 3 |
Jane Street
New York
|
+$717K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$149K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$301K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$178K |
| 3 |
BWM
Bernicke Wealth Management
Altoona,
Wisconsin
|
-$174K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$85K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$39.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LF
26
Lee Financial
Dallas,
Texas
| $13K | – | – | – |
|
|
PFPT
27
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $13K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | -$3.75K | -156 | -50% |
|
|
RMC
29
Resources Management Corp
West Hartford,
Connecticut
| $2K | +$2.45K | +102 | New |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -300 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | +$72 | +3 | New |
|
EQL Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2018, worth a combined $60.8M — up 8.6% from $56M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQL positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.3M. The largest seller was Bank of America, cutting an estimated $301K.
- 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2018, up from 30 in Q2 2018.
- Funds reported $60.8M of ALPS Equal Sector Weight ETF stock for Q3 2018, up 8.6% quarter-over-quarter.
- 3 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2018 and 1 closed out, a net change of +2 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $1.3M added.
- The largest ALPS Equal Sector Weight ETF seller in Q3 2018 was Bank of America, an estimated $301K sold.
Based on aggregated 13F filings for Q3 2018.