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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
1
Oppenheimer Asset Management
New York
$13.7M
2
ACP
2
Aveo Capital Partners
Colorado
$13.6M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$6.31M
4
Ameriprise
4
Ameriprise
Minnesota
$5.07M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.71M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$357K
2
UBS Group
2
UBS Group
Switzerland
$6.79M
3
Bank of America
3
Bank of America
North Carolina
$32.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$573K
5
DIP
5
DT Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$335K +$335K +10,500 New
Stifel Financial
27
Stifel Financial
Missouri
$304K +$304K +9,546 New
IA
28
IFP Advisors
Florida
$273K +$4.83K +210 +2%
RT
29
Rockland Trust
Massachusetts
$211K -$23.7K -741 -10%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$209K +$209K +6,543 New
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$185K -$66.6K -2,088 -26%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$166K -$96 -3 -0.1%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K +$131K +4,098 New
AA
34
Ancora Advisors
Ohio
$96K -$24K -750 -20%
CA
35
Crewe Advisors
Utah
$57.4K – – –
BWA
36
BDO Wealth Advisors
Florida
$41.7K – – –
First Manhattan
37
First Manhattan
New York
$41.2K – – –
ZIG
38
Zullo Investment Group
Pennsylvania
$31.1K – – –
SWA
39
SOA Wealth Advisors
New York
$15K – – –
SWM
40
Spire Wealth Management
Virginia
$10K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +111 New
RIA
42
Realta Investment Advisors
Delaware
$2.39K +$2.39K +75 New
DIP
43
DT Investment Partners
Pennsylvania
– -$366K -12,450 Closed
RWM
44
Ritholtz Wealth Management
New York
– -$232K -7,902 Closed
HI
45
Hudock Inc
Pennsylvania
– -$60K -2,052 Closed
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