ALPS Equal Sector Weight ETF
EQL
32 hedge funds and large institutions have $74.7M invested in ALPS Equal Sector Weight ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
14% more funds holding
Funds holding: 28 → 32 (+4)
13% more capital invested
Capital invested by funds: $66.3M → $74.7M (+$8.37M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4.94% less ownership
Funds ownership: 121.45% → 116.51% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.11M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$995K |
| 3 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$883K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$544K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$138K |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$46.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$44.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $176K | -$26.2K | -873 | -13% |
|
|
HI
27
Hudock Inc
Williamsport,
Pennsylvania
| $64K | – | – | – |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $41K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $19K | +$18.6K | +618 | New |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
PFPT
31
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $16K | – | – | – |
|
|
SWA
32
SOA Wealth Advisors
New York
| $14K | – | – | – |
|
|
ADL
33
Asset Dedication LLC
San Francisco,
California
| – | -$9K | -297 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -273 | Closed |
|
EQL Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2021, worth a combined $74.7M — up 13% from $66.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EQL positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.11M. The largest seller was Bank of America, cutting an estimated $1.45M.
- 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2021, up from 28 in Q4 2020.
- Funds reported $74.7M of ALPS Equal Sector Weight ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 7 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2021 and 2 closed out, a net change of +5 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2021 was Morgan Stanley, an estimated $1.11M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2021 was Bank of America, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2021.