ALPS Equal Sector Weight ETF
EQL
42 hedge funds and large institutions have $127M invested in ALPS Equal Sector Weight ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
17% more funds holding
Funds holding: 36 → 42 (+6)
1.64% more ownership
Funds ownership: 145.73% → 147.36% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
1% less capital invested
Capital invested by funds: $128M → $127M (-$1.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oppenheimer Asset Management
New York
|
+$13.7M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$9.15M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$6.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.06M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$47.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$900K |
| 5 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
-$366K |
EQL Hedge Fund Activity: Q4 2022 in Review
42 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2022, worth a combined $127M — down 1.3% from $128M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EQL positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Oppenheimer Asset Management, opening a new position worth an estimated $13.7M. The largest seller was Total Investment Management, cutting an estimated $47.8M.
- 42 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2022, up from 36 in Q3 2022.
- Funds reported $127M of ALPS Equal Sector Weight ETF stock for Q4 2022, down 1.3% quarter-over-quarter.
- 11 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2022 and 3 closed out, a net change of +8 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q4 2022 was Oppenheimer Asset Management, an estimated $13.7M added.
- The largest ALPS Equal Sector Weight ETF seller in Q4 2022 was Total Investment Management, an estimated $47.8M sold.
Based on aggregated 13F filings for Q4 2022.