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ALPS Equal Sector Weight ETF

29 hedge funds and large institutions have $59.6M invested in ALPS Equal Sector Weight ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $59.7M → $59.6M (-$93.7K)

1.93% less ownership

Funds ownership: 112.05%110.12% (-1.9%)

6% less funds holding

Funds holding: 3129 (-2)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% 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
2
Increased
8
Reduced
12
Closed
4
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
$22.4M -$268K -10,722 -1%
UBS Group
2
UBS Group
Switzerland
$9.13M -$574K -22,992 -6%
Morgan Stanley
3
Morgan Stanley
New York
$8.85M -$73K -2,925 -0.8%
Wells Fargo
4
Wells Fargo
California
$4.76M +$127K +5,088 +3%
Jane Street
5
Jane Street
New York
$2.6M +$1.44M +57,654 +127%
BWM
6
Bernicke Wealth Management
Wisconsin
$1.99M -$301K -12,054 -13%
LPL Financial
7
LPL Financial
California
$1.86M +$107K +4,284 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.14M +$12.1K +486 +1%
SWP
9
Stratos Wealth Partners
Ohio
$1.1M
RJA
10
Raymond James & Associates
Florida
$783K +$5.99K +240 +0.8%
RT
11
Rockland Trust
Massachusetts
$671K -$13.1K -525 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$632K -$1.43M -57,375 -70%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$527K +$61.6K +2,466 +13%
Ameriprise
14
Ameriprise
Minnesota
$507K -$54.7K -2,190 -10%
KA
15
Kovack Advisors
Florida
$485K +$251K +10,050 +109%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$377K -$96.6K -3,867 -21%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$287K
APA
18
American Portfolios Advisors
New York
$279K -$5.32K -213 -2%
BO
19
BRR OpCo
Ohio
$265K
M&T Bank
20
M&T Bank
New York
$249K -$2.25K -90 -0.9%
BAM
21
Bruderman Asset Management
New York
$232K +$225K +9,000 New
HCIA
22
Hochman Cole Investment Advisors
Illinois
$210K -$14.8K -594 -7%
AG
23
Advisor Group
Arizona
$167K +$78.7K +3,150 +91%
GWM
24
Geneos Wealth Management
Colorado
$39K
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$24K -$3.67K -147 -13%

EQL Hedge Fund Activity: Q3 2019 in Review

29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2019, worth a combined $59.6M — down 0.16% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EQL and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, adding an estimated $1.44M. The largest seller was Susquehanna International Group, cutting an estimated $1.43M.

  • 29 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2019, down from 31 in Q2 2019.
  • Funds reported $59.6M of ALPS Equal Sector Weight ETF stock for Q3 2019, down 0.16% quarter-over-quarter.
  • 2 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2019 and 4 closed out, a net change of -2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2019 was Jane Street, an estimated $1.44M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2019.