ALPS Equal Sector Weight ETF
EQL
32 hedge funds and large institutions have $77.1M invested in ALPS Equal Sector Weight ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3% less funds holding
Funds holding: 33 → 32 (-1)
6.16% less ownership
Funds ownership: 122.49% → 116.32% (-6.2%)
8% less capital invested
Capital invested by funds: $83.8M → $77.1M (-$6.67M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$306K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$207K |
| 3 |
GPA
Guidance Point Advisors
Wellesley,
Massachusetts
|
+$199K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$196K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.81M |
| 2 |
Morgan Stanley
New York
|
-$2.55M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.63M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$289K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $184K | -$1.53K | -45 | -0.8% |
|
|
HI
27
Hudock Inc
Williamsport,
Pennsylvania
| $68K | – | – | – |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $43K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $20K | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $20K | – | – | – |
|
|
PFPT
31
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $18K | – | – | – |
|
|
SWA
32
SOA Wealth Advisors
New York
| $15K | – | – | – |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$1.63M | -48,849 | Closed |
|
|
PCA
34
Personal Capital Advisors
Redwood City,
California
| – | -$289K | -8,658 | Closed |
|
EQL Hedge Fund Activity: Q3 2021 in Review
32 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2021, worth a combined $77.1M — down 8% from $83.8M a quarter earlier.
Fund positioning in EQL was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 13 trimmed.
The largest buyer was Bruderman Asset Management, opening a new position worth an estimated $306K. The largest seller was Susquehanna International Group, cutting an estimated $2.81M.
- 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2021, down from 33 in Q2 2021.
- Funds reported $77.1M of ALPS Equal Sector Weight ETF stock for Q3 2021, down 8% quarter-over-quarter.
- 2 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q3 2021 was Bruderman Asset Management, an estimated $306K added.
- The largest ALPS Equal Sector Weight ETF seller in Q3 2021 was Susquehanna International Group, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2021.