We are live on ! Find out more
EQL icon

ALPS Equal Sector Weight ETF
EQL

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.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 45 → 46 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $162M → $152M (-$9.41M)

7.16% less ownership

Funds ownership: 161.47% → 154.3% (-7.2%)

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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.41M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
3
RJA
Raymond James & Associates
Florida
+$1.01M
4
Morgan Stanley
Morgan Stanley
New York
+$796K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$709K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.95M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$3.11M
3
OAM
Oppenheimer Asset Management
New York
-$412K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$365K
5
UBS Group
UBS Group
Switzerland
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$461K +$1.57K +45 +0.3%
IF
27
Insight Folios
North Carolina
$425K +$186K +5,337 +72%
CA
28
Cetera Advisors
Colorado
$388K +$405K +11,607 New
MCM
29
MAI Capital Management
Ohio
$355K +$1.57K +45 +0.4%
SCA
30
Snowden Capital Advisors
New York
$353K +$41.9K +1,200 +13%
Corient Private Wealth
31
Corient Private Wealth
Florida
$351K – – –
Comerica Bank
32
Comerica Bank
Texas
$344K +$359K +10,275 New
GS
33
GTS Securities
New York
$341K +$63.4K +1,815 +22%
KAS
34
Kestra Advisory Services
Texas
$279K +$292K +8,358 New
TIM
35
Total Investment Management
Arizona
$270K -$19.2K -549 -6%
Ameriprise
36
Ameriprise
Minnesota
$242K -$7.95M -227,712 -97%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$219K -$365K -10,452 -61%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$178K +$4.3K +123 +2%
AA
39
Ancora Advisors
Ohio
$101K – – –
CA
40
Crewe Advisors
Utah
$60.2K – – –
BFPW
41
BOK Financial Private Wealth
Colorado
$40.1K – – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.7K +$28.9K +828 New
SWA
43
SOA Wealth Advisors
New York
$15.8K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$7.04K +$7.33K +210 New
RIA
45
Realta Investment Advisors
Delaware
$2.61K – – –
UB
46
UMB Bank
Missouri
$2.41K +$2.52K +72 New
BFA
47
Beaumont Financial Advisors
Massachusetts
– -$3.11M -93,786 Closed
PAG
48
Private Advisor Group
New Jersey
– -$241K -6,933 Closed
RWM
49
Ritholtz Wealth Management
New York
– -$202K -5,814 Closed
Jones Financial Companies
50
Jones Financial Companies
Missouri
– -$61.7K -1,773 Closed
1
2
3

EQL Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2023, worth a combined $152M — down 5.8% from $162M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $3.41M. The largest seller was Ameriprise, cutting an estimated $7.95M.

  • 46 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $152M of ALPS Equal Sector Weight ETF stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2023 was Bank of America, an estimated $3.41M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2023 was Ameriprise, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2023.