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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

45 hedge funds and large institutions have $162M invested in ALPS Equal Sector Weight ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
13
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.31M
2
Ameriprise
2
Ameriprise
Minnesota
$8.19M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.5M
4
Bank of America
4
Bank of America
North Carolina
$36.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.7M

Top Sellers

1
BCM
1
Beaumont Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.57M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.09M
4
PCS
4
Personal CFO Solutions
New Jersey
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$540K 5,170 – –
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$478K 4,582 -182 -4%
Stifel Financial
28
Stifel Financial
Missouri
$454K 4,347 -1,271 -23%
MCM
29
MAI Capital Management
Ohio
$368K 3,524 -248 -7%
Corient Private Wealth
30
Corient Private Wealth
Florida
$365K 3,500 – –
SCA
31
Snowden Capital Advisors
New York
$325K 3,115 +3,115 New
TIM
32
Total Investment Management
Arizona
$300K 2,874 +1 +0%
GS
33
GTS Securities
New York
$292K 2,799 +2,799 New
IF
34
Insight Folios
North Carolina
$256K 2,455 -282 -10%
PAG
35
Private Advisor Group
New Jersey
$241K 2,311 -5 -0.2%
RWM
36
Ritholtz Wealth Management
New York
$202K 1,938 +1,938 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$181K 1,730 – –
AA
38
Ancora Advisors
Ohio
$105K 1,002 – –
CA
39
Crewe Advisors
Utah
$62.6K 600 – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$61.7K 591 +591 New
BWA
41
BDO Wealth Advisors
Florida
$45.5K 436 – –
BFPW
42
BOK Financial Private Wealth
Colorado
$41.7K 400 – –
SWA
43
SOA Wealth Advisors
New York
$16.4K 157 – –
WP
44
WealthPLAN Partners
Nebraska
$5.22K 50 – –
RIA
45
Realta Investment Advisors
Delaware
$2.61K 25 +25 New
BCM
46
Beaumont Capital Management
Massachusetts
– – -142,469 Closed
PCS
47
Personal CFO Solutions
New Jersey
– – -27,214 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– – -20,638 Closed
AWM
49
Axxcess Wealth Management
California
– – -15,693 Closed
AWS
50
Atria Wealth Solutions
New York
– – -8,395 Closed
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