ALPS Equal Sector Weight ETF
EQL
47 hedge funds and large institutions have $201M invested in ALPS Equal Sector Weight ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
32% more capital invested
Capital invested by funds: $152M → $201M (+$48.7M)
23.19% more ownership
Funds ownership: 154.3% → 177.49% (+23%)
2% more funds holding
Funds holding: 46 → 47 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.83M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.97M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.03M |
| 5 |
JP Morgan Chase
New York
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.93M |
| 2 |
LPL Financial
San Diego,
California
|
-$900K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$731K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$515K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
-$419K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.04K | -210 | Closed |
|
|
RIA
52
Realta Investment Advisors
Wilmington,
Delaware
| – | -$2.61K | -75 | Closed |
|
|
UB
53
UMB Bank
Kansas City,
Missouri
| – | -$2.41K | -72 | Closed |
|
EQL Hedge Fund Activity: Q4 2023 in Review
47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2023, worth a combined $201M — up 32% from $152M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EQL positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Aveo Capital Partners, cutting an estimated $1.93M.
- 47 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2023, up from 46 in Q3 2023.
- Funds reported $201M of ALPS Equal Sector Weight ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 8 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2023 and 6 closed out, a net change of +2 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
- The largest ALPS Equal Sector Weight ETF seller in Q4 2023 was Aveo Capital Partners, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2023.