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ALPS Equal Sector Weight ETF

24 hedge funds and large institutions have $57.6M invested in ALPS Equal Sector Weight ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $53.7M → $57.6M (+$3.87M)

4.19% more ownership

Funds ownership: 110.71%114.91% (+4.2%)

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
9
Reduced
7
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
$21.8M -$554K -21,549 -2%
UBS Group
2
UBS Group
Switzerland
$11.2M +$252K +9,789 +2%
Morgan Stanley
3
Morgan Stanley
New York
$9.76M -$25.8K -1,005 -0.3%
Wells Fargo
4
Wells Fargo
California
$2.54M +$142K +5,526 +6%
GVAG
5
Great Valley Advisor Group
Delaware
$1.83M +$1.51M +58,743 +465%
RJA
6
Raymond James & Associates
Florida
$1.73M +$112K +4,344 +7%
LPL Financial
7
LPL Financial
California
$1.31M -$100K -3,894 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.31M +$10.6K +414 +0.8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$997K +$997K +38,784 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$848K +$50.3K +1,956 +6%
SWP
11
Stratos Wealth Partners
Ohio
$824K -$69K -2,685 -8%
RT
12
Rockland Trust
Massachusetts
$615K -$6.55K -255 -1%
IF
13
Insight Folios
North Carolina
$491K -$5.01K -195 -1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$449K +$17.3K +672 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$433K +$205K +7,986 +90%
BO
16
BRR OpCo
Ohio
$270K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$263K +$42.4K +1,650 +19%
BAM
18
Bruderman Asset Management
New York
$231K
HCIA
19
Hochman Cole Investment Advisors
Illinois
$214K
ACP
20
Aveo Capital Partners
Colorado
$201K +$201K +7,809 New
APA
21
American Portfolios Advisors
New York
$187K -$83.6K -3,252 -31%
BWA
22
BDO Wealth Advisors
Florida
$34K
GWM
23
Geneos Wealth Management
Colorado
$24K
PFPT
24
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K
KA
25
Kovack Advisors
Florida
-$216K -8,898 Closed

EQL Hedge Fund Activity: Q3 2020 in Review

24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2020, worth a combined $57.6M — up 7.2% from $53.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EQL and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Great Valley Advisor Group, adding an estimated $1.51M. The largest seller was Bank of America, cutting an estimated $554K.

  • 24 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2020, down from 27 in Q2 2020.
  • Funds reported $57.6M of ALPS Equal Sector Weight ETF stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 2 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2020 was Great Valley Advisor Group, an estimated $1.51M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2020 was Bank of America, an estimated $554K sold.

Based on aggregated 13F filings for Q3 2020.