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ALPS Equal Sector Weight ETF
EQL

48 hedge funds and large institutions have $160M invested in ALPS Equal Sector Weight ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $147M → $160M (+$12.4M)

4.81% more ownership

Funds ownership: 131.47% → 136.28% (+4.8%)

0% more funds holding

Funds holding: 48 → 48 (0)

Holders
48
Holders Change
–
Holders Change %
0%
% 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
18
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
3
Morgan Stanley
Morgan Stanley
New York
+$1.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.78M
5
Bank of America
Bank of America
North Carolina
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.06M
2
LNC
Lincoln National Corp
Pennsylvania
-$609K
3
JP Morgan Chase
JP Morgan Chase
New York
-$474K
4
WE
Wealth Effects
Massachusetts
-$250K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$540K -$5.25K -135 -1%
NL
27
NDWM LLC
California
$536K +$5.95K +153 +1%
IF
28
Insight Folios
North Carolina
$494K +$1.98K +51 +0.4%
Northern Trust
29
Northern Trust
Illinois
$478K – – –
GS
30
GTS Securities
New York
$467K -$34.3K -882 -7%
Ameriprise
31
Ameriprise
Minnesota
$387K -$2.21K -57 -0.6%
MCM
32
MAI Capital Management
Ohio
$381K -$5.25K -135 -1%
SCA
33
Snowden Capital Advisors
New York
$363K – – –
Comerica Bank
34
Comerica Bank
Texas
$354K -$48.5K -1,248 -12%
TIM
35
Total Investment Management
Arizona
$270K +$117 +3 +0%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$266K +$61.7K +1,587 +31%
Jane Street
37
Jane Street
New York
$247K +$245K +6,294 New
RWM
38
Ritholtz Wealth Management
New York
$228K – – –
CFCI
39
Comprehensive Financial Consultants Institutional
Indiana
$228K – – –
SAM
40
Smartleaf Asset Management
Massachusetts
$91.4K +$90.3K +2,325 New
CA
41
Crewe Advisors
Utah
$70.7K – – –
BFPW
42
BOK Financial Private Wealth
Colorado
$47.2K – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$38K +$37.5K +966 New
SWA
44
SOA Wealth Advisors
New York
$18.5K – – –
CSC
45
Caldwell Sutter Capital
California
$16.5K – – –
AEPWM
46
Atlantic Edge Private Wealth Management
Florida
$6.13K – – –
GRP
47
Global Retirement Partners
California
$4.16K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.18K +$1.17K +30 New
Citadel Advisors
49
Citadel Advisors
Florida
– -$2.06M -52,482 Closed
LNC
50
Lincoln National Corp
Pennsylvania
– -$609K -15,477 Closed
1
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EQL Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2024, worth a combined $160M — up 8.4% from $147M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $6.16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.06M sold.

  • 48 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $160M of ALPS Equal Sector Weight ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $6.16M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q2 2024 was Citadel Advisors, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2024.