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ALPS Equal Sector Weight ETF

33 hedge funds and large institutions have $65.3M invested in ALPS Equal Sector Weight ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

20.5% more ownership

Funds ownership: 110.12%130.62% (+21%)

14% more funds holding

Funds holding: 2933 (+4)

9% more capital invested

Capital invested by funds: $59.6M → $65.3M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
9
Reduced
11
Closed
2
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
$23.9M +$182K +7,092 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$11.6M +$2.14M +83,007 +24%
UBS Group
3
UBS Group
Switzerland
$9.46M -$187K -7,275 -2%
Wells Fargo
4
Wells Fargo
California
$4.58M -$439K -17,052 -9%
BWM
5
Bernicke Wealth Management
Wisconsin
$2.1M -$7.1K -276 -0.3%
LPL Financial
6
LPL Financial
California
$1.9M -$62.7K -2,439 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.52M +$307K +11,946 +26%
M&T Bank
8
M&T Bank
New York
$1.2M +$8.5M +330,357 +3,339%
SWP
9
Stratos Wealth Partners
Ohio
$1.18M +$6.48K +252 +0.6%
RJA
10
Raymond James & Associates
Florida
$820K -$8.95K -348 -1%
IF
11
Insight Folios
North Carolina
$772K +$745K +28,977 New
RT
12
Rockland Trust
Massachusetts
$726K -$772 -30 -0.1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$611K -$55.4K -2,154 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$607K +$48K +1,866 +9%
MWM
15
Maltin Wealth Management
New Jersey
$598K +$577K +22,413 New
KA
16
Kovack Advisors
Florida
$582K +$66.3K +2,577 +13%
Jane Street
17
Jane Street
New York
$513K -$2.16M -83,817 -81%
Ameriprise
18
Ameriprise
Minnesota
$473K -$61K -2,370 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$457K +$55.3K +2,148 +14%
Citadel Advisors
20
Citadel Advisors
Florida
$299K +$288K +11,211 New
BO
21
BRR OpCo
Ohio
$280K
APA
22
American Portfolios Advisors
New York
$268K -$25.9K -1,005 -9%
BAM
23
Bruderman Asset Management
New York
$241K
AG
24
Advisor Group
Arizona
$232K +$54K +2,100 +32%
HCIA
25
Hochman Cole Investment Advisors
Illinois
$222K

EQL Hedge Fund Activity: Q4 2019 in Review

33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2019, worth a combined $65.3M — up 9.5% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EQL positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was M&T Bank, adding an estimated $8.5M. The largest seller was Jane Street, cutting an estimated $2.16M.

  • 33 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $65.3M of ALPS Equal Sector Weight ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 6 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2019 and 2 closed out, a net change of +4 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2019 was M&T Bank, an estimated $8.5M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2019 was Jane Street, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2019.