ALPS Equal Sector Weight ETF
EQL
33 hedge funds and large institutions have $83.8M invested in ALPS Equal Sector Weight ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $74.7M → $83.8M (+$9.08M)
5.98% more ownership
Funds ownership: 116.51% → 122.49% (+6%)
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.47M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.01M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$839K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$920K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$617K |
| 3 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$281K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$104K |
| 5 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$81.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $187K | -$1.48K | -45 | -0.8% |
|
|
HI
27
Hudock Inc
Williamsport,
Pennsylvania
| $68K | – | – | – |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $44K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $21K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $20K | +$19.7K | +600 | New |
|
|
PFPT
31
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $19K | – | – | – |
|
|
PWA
32
Pinnacle Wealth Advisors
Nashville,
Tennessee
| $19K | +$18.2K | +555 | New |
|
|
SWA
33
SOA Wealth Advisors
New York
| $15K | – | – | – |
|
|
CWP
34
Capital Wealth Planning
Naples,
Florida
| – | -$920K | -29,427 | Closed |
|
|
BAM
35
Bruderman Asset Management
Locust Valley,
New York
| – | -$281K | -9,000 | Closed |
|
|
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| – | -$17K | -540 | Closed |
|
EQL Hedge Fund Activity: Q2 2021 in Review
33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2021, worth a combined $83.8M — up 12% from $74.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQL positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Capital Wealth Planning, exiting entirely with an estimated $920K sold.
- 33 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2021, up from 32 in Q1 2021.
- Funds reported $83.8M of ALPS Equal Sector Weight ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 4 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2021 and 3 closed out, a net change of +1 holder.
- The largest ALPS Equal Sector Weight ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.49M added.
- The largest ALPS Equal Sector Weight ETF seller in Q2 2021 was Capital Wealth Planning, an estimated $920K sold.
Based on aggregated 13F filings for Q2 2021.