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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

50 hedge funds and large institutions have $182M invested in ALPS Equal Sector Weight ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15M
2
BCM
2
Beaumont Capital Management
Massachusetts
$14.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.8M
4
OAM
4
Oppenheimer Asset Management
New York
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.15M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.16M
2
UBS Group
2
UBS Group
Switzerland
$5.29M
3
Bank of America
3
Bank of America
North Carolina
$33.3M
4
IA
4
IFP Advisors
Florida
$0
5
ACP
5
Aveo Capital Partners
Colorado
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
– -$273K -11,880 Closed
Baird Financial Group
52
Baird Financial Group
Wisconsin
– -$209K -6,543 Closed
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$131K -4,098 Closed
ZIG
54
Zullo Investment Group
Pennsylvania
– -$31.1K -975 Closed
SWM
55
Spire Wealth Management
Virginia
– -$10K -318 Closed
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
– -$4K -111 Closed
RIA
57
Realta Investment Advisors
Delaware
– -$2.39K -75 Closed
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