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ALPS Equal Sector Weight ETF
EQL

52 hedge funds and large institutions have $175M invested in ALPS Equal Sector Weight ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $160M → $175M (+$15.8M)

8% more funds holding

Funds holding: 48 → 52 (+4)

1.04% less ownership

Funds ownership: 136.28% → 135.24% (-1%)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.44M
2
LPL Financial
LPL Financial
California
+$1.77M
3
NL
NDWM LLC
California
+$1.34M
4
Morgan Stanley
Morgan Stanley
New York
+$977K
5
Citadel Advisors
Citadel Advisors
Florida
+$904K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.73M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.02M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
4
GS
GTS Securities
New York
-$467K
5
ACP
Aveo Capital Partners
Colorado
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$764K +$731K +17,967 New
OP
27
ORG Partners
Indiana
$708K -$4.15K -102 -0.6%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$589K -$366 -9 -0.1%
IF
29
Insight Folios
North Carolina
$531K -$3.17K -78 -0.6%
Northern Trust
30
Northern Trust
Illinois
$496K -$20.8K -510 -4%
Ameriprise
31
Ameriprise
Minnesota
$478K +$56.5K +1,389 +14%
SCA
32
Snowden Capital Advisors
New York
$399K +$6.1K +150 +2%
TIM
33
Total Investment Management
Arizona
$293K – – –
Comerica Bank
34
Comerica Bank
Texas
$259K -$118K -2,904 -32%
RWM
35
Ritholtz Wealth Management
New York
$247K – – –
CFCI
36
Comprehensive Financial Consultants Institutional
Indiana
$247K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$244K -$42.7K -1,050 -15%
RJT
38
Raymond James Trust
Florida
$213K +$204K +5,010 New
VCAM
39
Van Cleef Asset Management
Ohio
$204K +$195K +4,800 New
Jones Financial Companies
40
Jones Financial Companies
Missouri
$144K +$98.5K +2,421 +251%
SAM
41
Smartleaf Asset Management
Massachusetts
$76.8K -$20.9K -513 -22%
CA
42
Crewe Advisors
Utah
$76.5K – – –
BFPW
43
BOK Financial Private Wealth
Colorado
$51K – – –
PWA
44
Provenance Wealth Advisors
Florida
$38.3K +$36.6K +900 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K +$31.7K +780 New
SWA
46
SOA Wealth Advisors
New York
$20K – – –
CSC
47
Caldwell Sutter Capital
California
$17.9K – – –
TWC
48
TD Waterhouse Canada
Ontario, Canada
$7.74K +$7.45K +183 New
AEPWM
49
Atlantic Edge Private Wealth Management
Florida
$6.63K – – –
AWM
50
Avior Wealth Management
Nebraska
$6.02K +$5.74K +141 New
1
2
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EQL Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2024, worth a combined $175M — up 9.9% from $160M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EQL positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.44M. The largest seller was UBS Group, cutting an estimated $4.73M.

  • 52 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $175M of ALPS Equal Sector Weight ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
  • 8 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $4.44M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2024 was UBS Group, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2024.