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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

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
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15M
2
BCM
2
Beaumont Capital Management
Massachusetts
$14.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.8M
4
OAM
4
Oppenheimer Asset Management
New York
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.15M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.16M
2
UBS Group
2
UBS Group
Switzerland
$5.29M
3
Bank of America
3
Bank of America
North Carolina
$33.3M
4
IA
4
IFP Advisors
Florida
$0
5
ACP
5
Aveo Capital Partners
Colorado
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$665K +$665K +20,046 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$641K -$76.2K -2,298 -11%
SWP
28
Stratos Wealth Partners
Ohio
$633K -$4.98K -150 -0.8%
LNC
29
Lincoln National Corp
Pennsylvania
$562K -$18.2K -549 -3%
Stifel Financial
30
Stifel Financial
Missouri
$559K +$242K +7,308 +77%
Northern Trust
31
Northern Trust
Illinois
$515K -$9.95K -300 -2%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$474K +$281K +8,478 +146%
MCM
33
MAI Capital Management
Ohio
$375K -$15.2K -459 -4%
Corient Private Wealth
34
Corient Private Wealth
Florida
$348K – – –
TIM
35
Total Investment Management
Arizona
$286K -$85.7K -2,583 -23%
IF
36
Insight Folios
North Carolina
$272K +$272K +8,211 New
PAG
37
Private Advisor Group
New Jersey
$231K +$231K +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 +$39.8K +1,200 New
PA
45
Parallel Advisors
California
$34.8K +$34.8K +1,050 New
SWA
46
SOA Wealth Advisors
New York
$15.6K – – –
AAS
47
Ameritas Advisory Services
Nebraska
$10.1K +$10.1K +300 New
ASN
48
Advisory Services Network
Georgia
$8.76K +$8.76K +264 New
WP
49
WealthPLAN Partners
Nebraska
$4.98K +$4.98K +150 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.48K +$21 +639 +1%
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