ALPS Equal Sector Weight ETF
EQL
36 hedge funds and large institutions have $128M invested in ALPS Equal Sector Weight ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
46% more capital invested
Capital invested by funds: $88.1M → $128M (+$40.4M)
24.43% more ownership
Funds ownership: 121.29% → 145.73% (+24%)
3% more funds holding
Funds holding: 35 → 36 (+1)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$49.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$485K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$444K |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$939K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$751K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$298K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$183K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RT
26
Rockland Trust
Hanover,
Massachusetts
| $216K | -$98.7K | -3,030 | -29% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $153K | -$8.99K | -276 | -5% |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $134K | -$1.76K | -54 | -1% |
|
|
AA
29
Ancora Advisors
Cleveland,
Ohio
| $110K | – | – | – |
|
|
HI
30
Hudock Inc
Williamsport,
Pennsylvania
| $60K | – | – | – |
|
|
CA
31
Crewe Advisors
Salt Lake City,
Utah
| $53K | +$58.6K | +1,800 | New |
|
|
BWA
32
BDO Wealth Advisors
Jacksonville,
Florida
| $38K | – | – | – |
|
33
First Manhattan
New York
| $37K | – | – | – |
|
|
ZIG
34
Zullo Investment Group
Scranton,
Pennsylvania
| $29K | – | – | – |
|
|
SWA
35
SOA Wealth Advisors
New York
| $13K | – | – | – |
|
|
SWM
36
Spire Wealth Management
Mclean,
Virginia
| $9K | – | – | – |
|
|
MCC
37
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$183K | -5,793 | Closed |
|
38
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$94K | -3,024 | Closed |
|
|
PFPT
39
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$13K | -420 | Closed |
|
EQL Hedge Fund Activity: Q3 2022 in Review
36 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2022, worth a combined $128M — up 46% from $88.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EQL positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $49.2M. The largest seller was Royal Bank of Canada, cutting an estimated $939K.
- 36 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2022, up from 35 in Q2 2022.
- Funds reported $128M of ALPS Equal Sector Weight ETF stock for Q3 2022, up 46% quarter-over-quarter.
- 5 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q3 2022 was Total Investment Management, an estimated $49.2M added.
- The largest ALPS Equal Sector Weight ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $939K sold.
Based on aggregated 13F filings for Q3 2022.