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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

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
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

1
Morgan Stanley
1
Morgan Stanley
New York
$39.3M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.3M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$13.5M
2
LPL Financial
2
LPL Financial
California
$4.24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4M
5
OAM
5
Oppenheimer Asset Management
New York
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
26
ORG Partners
Indiana
$616K -$11.1K -303 -2%
LNC
27
Lincoln National Corp
Pennsylvania
$563K +$3.18K +87 +0.6%
Northern Trust
28
Northern Trust
Illinois
$508K -$29.6K -810 -5%
WE
29
Wealth Effects
Massachusetts
$506K +$506K +13,848 New
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$504K – – –
GS
31
GTS Securities
New York
$485K +$112K +3,081 +30%
CA
32
Cetera Advisors
Colorado
$468K +$44.6K +1,221 +11%
IF
33
Insight Folios
North Carolina
$466K +$2.63K +72 +0.6%
MCM
34
MAI Capital Management
Ohio
$389K +$1.64K +45 +0.4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$383K – – –
Comerica Bank
36
Comerica Bank
Texas
$375K -$548 -15 -0.1%
SCA
37
Snowden Capital Advisors
New York
$337K -$48.2K -1,320 -13%
TIM
38
Total Investment Management
Arizona
$295K +$110 +3 +0%
RWM
39
Ritholtz Wealth Management
New York
$212K +$212K +5,814 New
CFCI
40
Comprehensive Financial Consultants Institutional
Indiana
$212K +$212K +5,811 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$190K -$4.38K -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 +$15.3K +420 New
AEPWM
47
Atlantic Edge Private Wealth Management
Florida
$5.7K +$5.7K +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