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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

46 hedge funds and large institutions have $152M invested in ALPS Equal Sector Weight ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
19
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.83M
3
RJA
3
Raymond James & Associates
Florida
$6.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$242K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
OAM
3
Oppenheimer Asset Management
New York
$18.8M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$219K
5
UBS Group
5
UBS Group
Switzerland
$5.26M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$461K 4,597 +15 +0.3%
IF
27
Insight Folios
North Carolina
$425K 4,234 +1,779 +72%
CA
28
Cetera Advisors
Colorado
$388K 3,869 +3,869 New
MCM
29
MAI Capital Management
Ohio
$355K 3,539 +15 +0.4%
SCA
30
Snowden Capital Advisors
New York
$353K 3,515 +400 +13%
Corient Private Wealth
31
Corient Private Wealth
Florida
$351K 3,500 – –
Comerica Bank
32
Comerica Bank
Texas
$344K 3,425 +3,425 New
GS
33
GTS Securities
New York
$341K 3,404 +605 +22%
KAS
34
Kestra Advisory Services
Texas
$279K 2,786 +2,786 New
TIM
35
Total Investment Management
Arizona
$270K 2,691 -183 -6%
Ameriprise
36
Ameriprise
Minnesota
$242K 2,408 -75,904 -97%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$219K 2,183 -3,484 -61%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$178K 1,771 +41 +2%
AA
39
Ancora Advisors
Ohio
$101K 1,002 – –
CA
40
Crewe Advisors
Utah
$60.2K 600 – –
BFPW
41
BOK Financial Private Wealth
Colorado
$40.1K 400 – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.7K 276 +276 New
SWA
43
SOA Wealth Advisors
New York
$15.8K 157 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$7.04K 70 +70 New
RIA
45
Realta Investment Advisors
Delaware
$2.61K 25 – –
UB
46
UMB Bank
Missouri
$2.41K 24 +24 New
BFA
47
Beaumont Financial Advisors
Massachusetts
– – -31,262 Closed
PAG
48
Private Advisor Group
New Jersey
– – -2,311 Closed
RWM
49
Ritholtz Wealth Management
New York
– – -1,938 Closed
Jones Financial Companies
50
Jones Financial Companies
Missouri
– – -591 Closed
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