We are live on ! Find out more
EQL icon

ALPS Equal Sector Weight ETF

30 hedge funds and large institutions have $61.1M invested in ALPS Equal Sector Weight ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

7% more funds holding

Funds holding: 2830 (+2)

2.21% more ownership

Funds ownership: 125%127.21% (+2.2%)

3% more capital invested

Capital invested by funds: $59.1M → $61.1M (+$1.95M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27.3M +$2.98M +150,891 +12%
Morgan Stanley
2
Morgan Stanley
New York
$9.13M +$1.17M +59,508 +15%
UBS Group
3
UBS Group
Switzerland
$7.65M -$30.1K -1,524 -0.4%
CL
4
Choreo LLC
Illinois
$4.71M -$94.7K -4,797 -2%
BWM
5
Bernicke Wealth Management
Wisconsin
$2.68M -$52.9K -2,679 -2%
Wells Fargo
6
Wells Fargo
California
$2.42M +$214K +10,851 +10%
Citadel Advisors
7
Citadel Advisors
Florida
$1.55M +$414K +21,003 +37%
Ameriprise
8
Ameriprise
Minnesota
$1.17M +$245K +12,411 +27%
SWP
9
Stratos Wealth Partners
Ohio
$1.11M +$46.6K +2,364 +4%
LPL Financial
10
LPL Financial
California
$1.01M +$51.1K +2,592 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$636K +$132K +6,675 +27%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$280K +$276K +14,001 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$232K -$13K -660 -5%
RJA
14
Raymond James & Associates
Florida
$224K -$14.2K -720 -6%
RT
15
Rockland Trust
Massachusetts
$220K +$217K +10,998 New
PAG
16
Private Advisor Group
New Jersey
$209K -$35.6K -1,803 -15%
IA
17
IFP Advisors
Florida
$201K
MFS
18
MSI Financial Services
Massachusetts
$95K
GWM
19
Geneos Wealth Management
Colorado
$66K
US Bancorp
20
US Bancorp
Minnesota
$63K
Creative Planning
21
Creative Planning
Kansas
$42K +$41.6K +2,109 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$33K -$173K -8,784 -84%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$19K
AG
24
Advisor Group
Arizona
$18K
NFG
25
Next Financial Group
Texas
$8K

EQL Hedge Fund Activity: Q4 2016 in Review

30 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2016, worth a combined $61.1M — up 3.3% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EQL positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $2.98M. The largest seller was Jane Street, exiting entirely with an estimated $2.46M sold.

  • 30 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2016, up from 28 in Q3 2016.
  • Funds reported $61.1M of ALPS Equal Sector Weight ETF stock for Q4 2016, up 3.3% quarter-over-quarter.
  • 5 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2016 and 3 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2016 was Bank of America, an estimated $2.98M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2016 was Jane Street, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2016.