ALPS Equal Sector Weight ETF
EQL
48 hedge funds and large institutions have $147M invested in ALPS Equal Sector Weight ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 47 → 48 (+1)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
27% less capital invested
Capital invested by funds: $201M → $147M (-$53.7M)
46.03% less ownership
Funds ownership: 177.49% → 131.47% (-46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.51M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$755K |
| 3 |
NL
NDWM LLC
La Jolla,
California
|
+$505K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$420K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.3M |
| 2 |
OAM
Oppenheimer Asset Management
New York
|
-$20.1M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$8.21M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$1.41M | -38,472 | Closed |
|
|
OP
52
ORG Partners
Roanoke,
Indiana
| – | -$616K | -16,860 | Closed |
|
53
Corient Private Wealth
Miami,
Florida
| – | -$383K | -10,500 | Closed |
|
|
AA
54
Ancora Advisors
Cleveland,
Ohio
| – | -$110K | -3,006 | Closed |
|
EQL Hedge Fund Activity: Q1 2024 in Review
48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2024, worth a combined $147M — down 27% from $201M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EQL positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 18 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $20.3M.
- 48 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2024, up from 47 in Q4 2023.
- Funds reported $147M of ALPS Equal Sector Weight ETF stock for Q1 2024, down 27% quarter-over-quarter.
- 7 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.51M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2024 was Morgan Stanley, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2024.