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ALPS Equal Sector Weight ETF
EQL

47 hedge funds and large institutions have $201M invested in ALPS Equal Sector Weight ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $152M → $201M (+$48.7M)

23.19% more ownership

Funds ownership: 154.3% → 177.49% (+23%)

2% more funds holding

Funds holding: 46 → 47 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
Wells Fargo
Wells Fargo
California
+$6.83M
3
Bank of America
Bank of America
North Carolina
+$3.97M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.03M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
ACP
Aveo Capital Partners
Colorado
-$1.93M
2
LPL Financial
LPL Financial
California
-$900K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$731K
4
Osaic Holdings
Osaic Holdings
Arizona
-$515K
5
OAM
Oppenheimer Asset Management
New York
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
26
ORG Partners
Indiana
$616K -$10.4K -303 -2%
LNC
27
Lincoln National Corp
Pennsylvania
$563K +$2.99K +87 +0.6%
Northern Trust
28
Northern Trust
Illinois
$508K -$27.9K -810 -5%
WE
29
Wealth Effects
Massachusetts
$506K +$476K +13,848 New
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$504K – – –
GS
31
GTS Securities
New York
$485K +$106K +3,081 +30%
CA
32
Cetera Advisors
Colorado
$468K +$42K +1,221 +11%
IF
33
Insight Folios
North Carolina
$466K +$2.48K +72 +0.6%
MCM
34
MAI Capital Management
Ohio
$389K +$1.55K +45 +0.4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$383K – – –
Comerica Bank
36
Comerica Bank
Texas
$375K -$516 -15 -0.1%
SCA
37
Snowden Capital Advisors
New York
$337K -$45.4K -1,320 -13%
TIM
38
Total Investment Management
Arizona
$295K +$103 +3 +0%
RWM
39
Ritholtz Wealth Management
New York
$212K +$200K +5,814 New
CFCI
40
Comprehensive Financial Consultants Institutional
Indiana
$212K +$200K +5,811 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$190K -$4.13K -120 -2%
AA
42
Ancora Advisors
Ohio
$110K – – –
CA
43
Crewe Advisors
Utah
$65.7K – – –
BFPW
44
BOK Financial Private Wealth
Colorado
$43.8K – – –
SWA
45
SOA Wealth Advisors
New York
$17.2K – – –
CSC
46
Caldwell Sutter Capital
California
$15.3K +$14.4K +420 New
AEPWM
47
Atlantic Edge Private Wealth Management
Florida
$5.7K +$5.37K +156 New
Ameriprise
48
Ameriprise
Minnesota
– -$242K -7,224 Closed
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
– -$219K -6,549 Closed
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$27.7K -828 Closed
1
2
3

EQL Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2023, worth a combined $201M — up 32% from $152M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EQL positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Aveo Capital Partners, cutting an estimated $1.93M.

  • 47 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $201M of ALPS Equal Sector Weight ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 8 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2023 and 6 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2023 was Aveo Capital Partners, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2023.