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ALPS Equal Sector Weight ETF

27 hedge funds and large institutions have $53.7M invested in ALPS Equal Sector Weight ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $45.1M → $53.7M (+$8.63M)

8% more funds holding

Funds holding: 2527 (+2)

0.84% more ownership

Funds ownership: 109.87%110.71% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
6
Reduced
8
Closed
5
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
$21.1M -$1.03M -44,172 -5%
UBS Group
2
UBS Group
Switzerland
$10.4M +$1.09M +46,731 +12%
Morgan Stanley
3
Morgan Stanley
New York
$9.24M +$260K +11,190 +3%
Wells Fargo
4
Wells Fargo
California
$2.26M +$692K +29,736 +47%
RJA
5
Raymond James & Associates
Florida
$1.53M +$765K +32,895 +109%
BWM
6
Bernicke Wealth Management
Wisconsin
$1.51M -$300K -12,903 -17%
LPL Financial
7
LPL Financial
California
$1.33M -$35.8K -1,539 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.23M -$11.9K -513 -1%
SWP
9
Stratos Wealth Partners
Ohio
$843K -$156K -6,708 -16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$753K +$402K +17,274 +126%
RT
11
Rockland Trust
Massachusetts
$587K -$77.1K -3,315 -12%
IF
12
Insight Folios
North Carolina
$468K +$449K +19,290 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$408K +$391K +16,809 New
GVAG
14
Great Valley Advisor Group
Delaware
$307K +$294K +12,630 New
APA
15
American Portfolios Advisors
New York
$255K
BO
16
BRR OpCo
Ohio
$255K
BAM
17
Bruderman Asset Management
New York
$219K +$209K +9,000 New
KA
18
Kovack Advisors
Florida
$216K -$335K -14,409 -62%
Osaic Holdings
19
Osaic Holdings
Arizona
$216K +$2.79K +120 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$208K -$98.1K -4,218 -33%
HCIA
21
Hochman Cole Investment Advisors
Illinois
$202K +$194K +8,334 New
PAG
22
Private Advisor Group
New Jersey
$154K +$147K +6,330 New
BWA
23
BDO Wealth Advisors
Florida
$32K
GWM
24
Geneos Wealth Management
Colorado
$22K
OPS
25
Orion Portfolio Solutions
Nebraska
$17K

EQL Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2020, worth a combined $53.7M — up 19% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $1.09M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.5M sold.

  • 27 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2020, up from 25 in Q1 2020.
  • Funds reported $53.7M of ALPS Equal Sector Weight ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q2 2020 was UBS Group, an estimated $1.09M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2020.