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ALPS Equal Sector Weight ETF
EQL

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

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 47 → 48 (+1)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

27% less capital invested

Capital invested by funds: $201M → $147M (-$53.7M)

46.03% less ownership

Funds ownership: 177.49% → 131.47% (-46%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.69%
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

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.51M
2
MWM
Maltin Wealth Management
New Jersey
+$755K
3
NL
NDWM LLC
California
+$505K
4
Citadel Advisors
Citadel Advisors
Florida
+$420K
5
RJA
Raymond James & Associates
Florida
+$419K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20.3M
2
OAM
Oppenheimer Asset Management
New York
-$20.1M
3
ACP
Aveo Capital Partners
Colorado
-$8.21M
4
Wells Fargo
Wells Fargo
California
-$6.9M
5
Bank of America
Bank of America
North Carolina
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$545K +$2.92K +78 +0.6%
NL
27
NDWM LLC
California
$531K +$505K +13,497 New
GS
28
GTS Securities
New York
$502K -$19.6K -525 -4%
IF
29
Insight Folios
North Carolina
$493K -$9.32K -249 -2%
Northern Trust
30
Northern Trust
Illinois
$478K -$65.8K -1,758 -13%
Comerica Bank
31
Comerica Bank
Texas
$403K -$449 -12 -0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$391K -$2.16M -57,603 -85%
Ameriprise
33
Ameriprise
Minnesota
$390K +$371K +9,915 New
MCM
34
MAI Capital Management
Ohio
$387K -$31.2K -834 -8%
SCA
35
Snowden Capital Advisors
New York
$363K – – –
TIM
36
Total Investment Management
Arizona
$271K -$44.8K -1,197 -15%
WE
37
Wealth Effects
Massachusetts
$250K -$280K -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 +$205K +5,490 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$204K -$112 -3 -0.1%
RJT
42
Raymond James Trust
Florida
$204K +$194K +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 +$3.93K +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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EQL Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2024, worth a combined $147M — down 27% from $201M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $20.3M.

  • 48 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2024, up from 47 in Q4 2023.
  • Funds reported $147M of ALPS Equal Sector Weight ETF stock for Q1 2024, down 27% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest ALPS Equal Sector Weight ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.51M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q1 2024 was Morgan Stanley, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2024.