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ALPS Equal Sector Weight ETF
EQL

14 hedge funds and large institutions have $48M invested in ALPS Equal Sector Weight ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

44% more capital invested

Capital invested by funds: $33.3M → $48M (+$14.6M)

28.45% more ownership

Funds ownership: 96.8% → 125.25% (+28%)

17% more funds holding

Funds holding: 12 → 14 (+2)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
+$8.67M
2
PI
Placemark Investments
Illinois
+$3.86M
3
PAS
Partnervest Advisory Services
California
+$428K
4
Morgan Stanley
Morgan Stanley
New York
+$393K
5
LPL Financial
LPL Financial
California
+$233K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
2
Bank of America
Bank of America
North Carolina
-$890K
3
VF
Virtu Financial
New York
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.9M +$393K +23,931 +4%
Bank of America
2
Bank of America
North Carolina
$9.99M -$890K -54,204 -8%
FIM
3
Freedom Investment Management
Connecticut
$8.98M +$8.67M +527,952 New
U
4
UBS
Switzerland
$7.35M +$135K +8,244 +2%
PI
5
Placemark Investments
Illinois
$4.47M +$3.86M +235,041 +855%
VF
6
Virtu Financial
New York
$1.79M -$570K -34,731 -25%
LPL Financial
7
LPL Financial
California
$1.57M +$233K +14,217 +18%
Wells Fargo
8
Wells Fargo
California
$1.31M +$57.2K +3,483 +5%
RJA
9
Raymond James & Associates
Florida
$825K +$14.8K +900 +2%
PAS
10
Partnervest Advisory Services
California
$444K +$428K +26,097 New
KFS
11
KMS Financial Services
Washington
$225K +$217K +13,224 New
AIG
12
American International Group
New York
$70.6K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$46K +$34.5K +2,100 +350%
MFS
14
MSI Financial Services
Massachusetts
$31K – – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
– -$1.21M -77,766 Closed

EQL Hedge Fund Activity: Q4 2013 in Review

14 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2013, worth a combined $48M — up 44% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EQL positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $8.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.21M sold.

  • 14 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2013, up from 12 in Q3 2013.
  • Funds reported $48M of ALPS Equal Sector Weight ETF stock for Q4 2013, up 44% quarter-over-quarter.
  • 3 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2013 and 1 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2013 was Freedom Investment Management, an estimated $8.67M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2013 was Susquehanna International Group, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2013.