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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

48 hedge funds and large institutions have $147M invested in ALPS Equal Sector Weight ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.59M
2
MWM
2
Maltin Wealth Management
New Jersey
$793K
3
NL
3
NDWM LLC
California
$531K
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.06M
5
RJA
5
Raymond James & Associates
Florida
$9.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
OAM
2
Oppenheimer Asset Management
New York
$0
3
ACP
3
Aveo Capital Partners
Colorado
$5.81M
4
Wells Fargo
4
Wells Fargo
California
$5.19M
5
Bank of America
5
Bank of America
North Carolina
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$545K +$3.07K +78 +0.6%
NL
27
NDWM LLC
California
$531K +$531K +13,497 New
GS
28
GTS Securities
New York
$502K -$20.6K -525 -4%
IF
29
Insight Folios
North Carolina
$493K -$9.79K -249 -2%
Northern Trust
30
Northern Trust
Illinois
$478K -$69.1K -1,758 -13%
Comerica Bank
31
Comerica Bank
Texas
$403K -$472 -12 -0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$391K -$2.26M -57,603 -85%
Ameriprise
33
Ameriprise
Minnesota
$390K +$390K +9,915 New
MCM
34
MAI Capital Management
Ohio
$387K -$32.8K -834 -8%
SCA
35
Snowden Capital Advisors
New York
$363K – – –
TIM
36
Total Investment Management
Arizona
$271K -$47.1K -1,197 -15%
WE
37
Wealth Effects
Massachusetts
$250K -$295K -7,488 -54%
RWM
38
Ritholtz Wealth Management
New York
$229K – – –
CFCI
39
Comprehensive Financial Consultants Institutional
Indiana
$229K – – –
RWP
40
Revolve Wealth Partners
New Jersey
$216K +$216K +5,490 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$204K -$118 -3 -0.1%
RJT
42
Raymond James Trust
Florida
$204K +$204K +5,184 New
CA
43
Crewe Advisors
Utah
$70.8K – – –
BFPW
44
BOK Financial Private Wealth
Colorado
$47.2K – – –
SWA
45
SOA Wealth Advisors
New York
$18.5K – – –
CSC
46
Caldwell Sutter Capital
California
$16.5K – – –
AEPWM
47
Atlantic Edge Private Wealth Management
Florida
$6.14K – – –
GRP
48
Global Retirement Partners
California
$4.15K +$4.15K +105 New
OAM
49
Oppenheimer Asset Management
New York
– -$20.1M -549,456 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$2.22M -60,846 Closed
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