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ALPS Equal Sector Weight ETF
EQL

50 hedge funds and large institutions have $182M invested in ALPS Equal Sector Weight ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

43% more capital invested

Capital invested by funds: $127M → $182M (+$54.7M)

26.04% more ownership

Funds ownership: 147.36% → 173.41% (+26%)

19% more funds holding

Funds holding: 42 → 50 (+8)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.9M
2
BCM
Beaumont Capital Management
Massachusetts
+$14.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.11M
4
OAM
Oppenheimer Asset Management
New York
+$4.98M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$3.38M
2
UBS Group
UBS Group
Switzerland
-$1.76M
3
Bank of America
Bank of America
North Carolina
-$689K
4
IA
IFP Advisors
Florida
-$273K
5
ACP
Aveo Capital Partners
Colorado
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$665K +$660K +20,046 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$641K -$75.6K -2,298 -11%
SWP
28
Stratos Wealth Partners
Ohio
$633K -$4.94K -150 -0.8%
LNC
29
Lincoln National Corp
Pennsylvania
$562K -$18.1K -549 -3%
Stifel Financial
30
Stifel Financial
Missouri
$559K +$241K +7,308 +77%
Northern Trust
31
Northern Trust
Illinois
$515K -$9.88K -300 -2%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$474K +$279K +8,478 +146%
MCM
33
MAI Capital Management
Ohio
$375K -$15.1K -459 -4%
Corient Private Wealth
34
Corient Private Wealth
Florida
$348K – – –
TIM
35
Total Investment Management
Arizona
$286K -$85K -2,583 -23%
IF
36
Insight Folios
North Carolina
$272K +$270K +8,211 New
PAG
37
Private Advisor Group
New Jersey
$231K +$229K +6,948 New
RT
38
Rockland Trust
Massachusetts
$219K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$172K – – –
AA
40
Ancora Advisors
Ohio
$99.7K – – –
CA
41
Crewe Advisors
Utah
$59.7K – – –
BWA
42
BDO Wealth Advisors
Florida
$43.4K – – –
First Manhattan
43
First Manhattan
New York
$42.8K – – –
BFPW
44
BOK Financial Private Wealth
Colorado
$39.8K +$39.5K +1,200 New
PA
45
Parallel Advisors
California
$34.8K +$34.6K +1,050 New
SWA
46
SOA Wealth Advisors
New York
$15.6K – – –
AAS
47
Ameritas Advisory Services
Nebraska
$10.1K +$9.88K +300 New
ASN
48
Advisory Services Network
Georgia
$8.76K +$8.69K +264 New
WP
49
WealthPLAN Partners
Nebraska
$4.98K +$4.94K +150 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.48K +$21K +639 +1%
1
2
3

EQL Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2023, worth a combined $182M — up 43% from $127M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EQL positions and 7 closed out — a net gain of 8 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.9M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $3.38M.

  • 50 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2023, up from 42 in Q4 2022.
  • Funds reported $182M of ALPS Equal Sector Weight ETF stock for Q1 2023, up 43% quarter-over-quarter.
  • 15 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $14.9M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $3.38M sold.

Based on aggregated 13F filings for Q1 2023.