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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

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
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

1
RJA
1
Raymond James & Associates
Florida
$14.9M
2
LPL Financial
2
LPL Financial
California
$6.96M
3
NL
3
NDWM LLC
California
$1.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$945K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.87M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.01M
4
GS
4
GTS Securities
New York
$0
5
ACP
5
Aveo Capital Partners
Colorado
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$764K +$764K +17,967 New
OP
27
ORG Partners
Indiana
$708K -$4.34K -102 -0.6%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$589K -$386 -9 -0.1%
IF
29
Insight Folios
North Carolina
$531K -$3.32K -78 -0.6%
Northern Trust
30
Northern Trust
Illinois
$496K -$21.7K -510 -4%
Ameriprise
31
Ameriprise
Minnesota
$478K +$59.1K +1,389 +14%
SCA
32
Snowden Capital Advisors
New York
$399K +$6.38K +150 +2%
TIM
33
Total Investment Management
Arizona
$293K – – –
Comerica Bank
34
Comerica Bank
Texas
$259K -$123K -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 -$44.6K -1,050 -15%
RJT
38
Raymond James Trust
Florida
$213K +$213K +5,010 New
VCAM
39
Van Cleef Asset Management
Ohio
$204K +$204K +4,800 New
Jones Financial Companies
40
Jones Financial Companies
Missouri
$144K +$103K +2,421 +251%
SAM
41
Smartleaf Asset Management
Massachusetts
$76.8K -$21.7K -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 +$38.3K +900 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K +$33.2K +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 +$7.74K +183 New
AEPWM
49
Atlantic Edge Private Wealth Management
Florida
$6.64K – – –
AWM
50
Avior Wealth Management
Nebraska
$6.02K +$6.02K +141 New
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