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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

20 hedge funds and large institutions have $49.8M invested in ALPS Equal Sector Weight ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
8
Increased
5
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.7M
2
RT
2
Rockland Trust
Massachusetts
$1.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.44M
4
SWP
4
Stratos Wealth Partners
Ohio
$465K
5
LPL Financial
5
LPL Financial
California
$1.85M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$983K
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
RJA
4
Raymond James & Associates
Florida
$778K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.4M 271,043 +271,043 New
Bank of America
2
Bank of America
North Carolina
$14.7M 259,698 +28,348 +12%
Morgan Stanley
3
Morgan Stanley
New York
$5.44M 95,946 +12,991 +16%
BWM
4
Bernicke Wealth Management
Wisconsin
$5.28M 93,137 +93,137 New
LPL Financial
5
LPL Financial
California
$1.85M 32,524 +2,647 +9%
Wells Fargo
6
Wells Fargo
California
$1.53M 26,898 -149 -0.6%
RT
7
Rockland Trust
Massachusetts
$1.28M 22,504 +22,504 New
SPC
8
Sigma Planning Corp
Michigan
$1M 17,675 +17,675 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$983K 17,320 -13,358 -44%
RJA
10
Raymond James & Associates
Florida
$778K 13,715 -715 -5%
SWP
11
Stratos Wealth Partners
Ohio
$465K 8,189 +8,189 New
PI
12
Placemark Investments
Illinois
$463K 8,166 +659 +9%
SGS
13
Sterling Global Strategies
California
$393K 6,920 +6,920 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$79K 1,400 – –
MFS
15
MSI Financial Services
Massachusetts
$62K 1,100 +400 +57%
US Bancorp
16
US Bancorp
Minnesota
$60K 1,050 – –
AIG
17
American International Group
New York
$47K 828 – –
Creative Planning
18
Creative Planning
Kansas
$6K 100 +100 New
Jane Street
19
Jane Street
New York
– – -7,118 Closed
PAG
20
Private Advisor Group
New Jersey
– – -1,491 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
– – -400 Closed
Barclays
22
Barclays
United Kingdom
– – -250 Closed
LWM
23
LBA Wealth Management
Florida
$0 5 – –
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$0 1 +1 New