ALPS Equal Sector Weight ETF
EQL
33 hedge funds and large institutions have $58.1M invested in ALPS Equal Sector Weight ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
18% more funds holding
Funds holding: 28 → 33 (+5)
5% more capital invested
Capital invested by funds: $55.1M → $58.1M (+$2.96M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.35% less ownership
Funds ownership: 117.74% → 112.4% (-5.3%)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.23M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$456K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$370K |
| 4 |
M&T Bank
Buffalo,
New York
|
+$231K |
| 5 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$935K |
| 4 |
Morgan Stanley
New York
|
-$799K |
| 5 |
Jane Street
New York
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
26
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $32K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $23K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $23K | +$21.9K | +945 | New |
|
|
LF
29
Lee Financial
Dallas,
Texas
| $13K | – | – | – |
|
|
PFPT
30
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $13K | +$12.8K | +555 | New |
|
31
JP Morgan Chase
New York
| – | -$134K | -6,300 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$208 | +9 | New |
|
EQL Hedge Fund Activity: Q1 2019 in Review
33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2019, worth a combined $58.1M — up 5.4% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EQL positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was AllianceBernstein, opening a new position worth an estimated $1.23M. The largest seller was Bank of America, cutting an estimated $3.2M.
- 33 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2019, up from 28 in Q4 2018.
- Funds reported $58.1M of ALPS Equal Sector Weight ETF stock for Q1 2019, up 5.4% quarter-over-quarter.
- 7 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2019 and 1 closed out, a net change of +6 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2019 was AllianceBernstein, an estimated $1.23M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2019 was Bank of America, an estimated $3.2M sold.
Based on aggregated 13F filings for Q1 2019.