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ALPS Equal Sector Weight ETF
EQL

33 hedge funds and large institutions have $65.3M invested in ALPS Equal Sector Weight ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

20.5% more ownership

Funds ownership: 110.12% → 130.62% (+21%)

14% more funds holding

Funds holding: 29 → 33 (+4)

9% more capital invested

Capital invested by funds: $59.6M → $65.3M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
9
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$8.5M
2
Morgan Stanley
Morgan Stanley
New York
+$2.14M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$307K
4
Citadel Advisors
Citadel Advisors
Florida
+$288K
5
Bank of America
Bank of America
North Carolina
+$182K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.16M
2
Wells Fargo
Wells Fargo
California
-$439K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$288K
4
UBS Group
UBS Group
Switzerland
-$187K
5
LPL Financial
LPL Financial
California
-$62.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$41K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
PFPT
28
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$14.3K +555 New
LF
29
Lee Financial
Texas
$14K – – –
ASN
30
Advisory Services Network
Georgia
$8K +$7.79K +303 New
BW
31
Bison Wealth
Georgia
$6K +$5.71K +222 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$5K -$288K -11,190 -98%
SWP
33
Strategic Wealth Partners
Ohio
– -$37 -1,500 Closed
FEM
34
Fulcrum Equity Management
Texas
– -$2K -75 Closed
1
2

EQL Hedge Fund Activity: Q4 2019 in Review

33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2019, worth a combined $65.3M — up 9.5% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EQL positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was M&T Bank, adding an estimated $8.5M. The largest seller was Jane Street, cutting an estimated $2.16M.

  • 33 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $65.3M of ALPS Equal Sector Weight ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 6 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2019 and 2 closed out, a net change of +4 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2019 was M&T Bank, an estimated $8.5M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2019 was Jane Street, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2019.