ALPS Equal Sector Weight ETF
EQL
18 hedge funds and large institutions have $48.7M invested in ALPS Equal Sector Weight ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
29% more funds holding
Funds holding: 14 → 18 (+4)
2% more capital invested
Capital invested by funds: $48M → $48.7M (+$728K)
25.18% less ownership
Funds ownership: 125.25% → 100.07% (-25%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$5.62M |
| 2 |
Jane Street
New York
|
+$3.45M |
| 3 |
VF
Virtu Financial
New York
|
+$2.72M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$2.17M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$904K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$8.98M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
-$3.95M |
| 3 |
Morgan Stanley
New York
|
-$1.73M |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$444K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$211K |
EQL Hedge Fund Activity: Q1 2014 in Review
18 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2014, worth a combined $48.7M — up 1.5% from $48M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EQL positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was UBS, adding an estimated $5.62M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $8.98M sold.
- 18 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2014, up from 14 in Q4 2013.
- Funds reported $48.7M of ALPS Equal Sector Weight ETF stock for Q1 2014, up 1.5% quarter-over-quarter.
- 6 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2014 and 2 closed out, a net change of +4 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2014 was UBS, an estimated $5.62M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2014 was Freedom Investment Management, an estimated $8.98M sold.
Based on aggregated 13F filings for Q1 2014.