ALPS Equal Sector Weight ETF
EQL
28 hedge funds and large institutions have $66.3M invested in ALPS Equal Sector Weight ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
17% more funds holding
Funds holding: 24 → 28 (+4)
15% more capital invested
Capital invested by funds: $57.6M → $66.3M (+$8.73M)
6.54% more ownership
Funds ownership: 114.91% → 121.45% (+6.5%)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.08M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$223K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$157K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$125K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$69.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$248K |
| 2 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$214K |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$201K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$96.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$62.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
26
SOA Wealth Advisors
New York
| $14K | +$12.9K | +471 | New |
|
|
ADL
27
Asset Dedication LLC
San Francisco,
California
| $9K | +$8.14K | +297 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$7.48K | +273 | New |
|
|
HCIA
29
Hochman Cole Investment Advisors
Deerfield,
Illinois
| – | -$214K | -8,334 | Closed |
|
|
ACP
30
Aveo Capital Partners
Englewood,
Colorado
| – | -$201K | -7,809 | Closed |
|
EQL Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2020, worth a combined $66.3M — up 15% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EQL positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.08M. The largest seller was UBS Group, cutting an estimated $248K.
- 28 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2020, up from 24 in Q3 2020.
- Funds reported $66.3M of ALPS Equal Sector Weight ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 6 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $2.08M added.
- The largest ALPS Equal Sector Weight ETF seller in Q4 2020 was UBS Group, an estimated $248K sold.
Based on aggregated 13F filings for Q4 2020.