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ALPS Equal Sector Weight ETF

28 hedge funds and large institutions have $68M invested in ALPS Equal Sector Weight ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

12% more funds holding

Funds holding: 2528 (+3)

5% more capital invested

Capital invested by funds: $64.6M → $68M (+$3.41M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 119.76%119.7% (-0.05%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
8
Closed
1
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
$28.8M -$48.1K -2,121 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$998K +43,983 +10%
UBS Group
3
UBS Group
Switzerland
$6.52M +$177K +7,788 +3%
CL
4
Choreo LLC
Illinois
$4.73M -$334K -14,730 -7%
Wells Fargo
5
Wells Fargo
California
$3.25M +$341K +15,030 +12%
BWM
6
Bernicke Wealth Management
Wisconsin
$2.69M -$31.9K -1,404 -1%
Ameriprise
7
Ameriprise
Minnesota
$1.74M -$120K -5,289 -7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.62M -$1.51M -66,540 -49%
LPL Financial
9
LPL Financial
California
$1.56M +$37.8K +1,668 +3%
SWP
10
Stratos Wealth Partners
Ohio
$1.43M -$90.5K -3,987 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$871K -$31.4K -1,383 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$561K +$35.7K +1,575 +7%
Jane Street
13
Jane Street
New York
$539K +$134K +5,886 +34%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$453K +$35.3K +1,554 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$334K +$13.9K +612 +4%
RJA
16
Raymond James & Associates
Florida
$296K +$22.8K +1,005 +9%
RT
17
Rockland Trust
Massachusetts
$285K +$23.1K +1,020 +9%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$253K +$17.1K +753 +7%
BO
19
BRR OpCo
Ohio
$243K
HCIA
20
Hochman Cole Investment Advisors
Illinois
$207K +$203K +8,928 New
APA
21
American Portfolios Advisors
New York
$192K +$188K +8,304 New
GT
22
Glenmede Trust
Pennsylvania
$34K
SWP
23
Strategic Wealth Partners
Ohio
$34K +$34K +1,500 New
GWM
24
Geneos Wealth Management
Colorado
$33K -$42.5K -1,875 -57%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$20K

EQL Hedge Fund Activity: Q4 2017 in Review

28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2017, worth a combined $68M — up 5.3% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EQL positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $998K. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 28 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2017, up from 25 in Q3 2017.
  • Funds reported $68M of ALPS Equal Sector Weight ETF stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 4 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2017 was Morgan Stanley, an estimated $998K added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2017.