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ALPS Equal Sector Weight ETF

28 hedge funds and large institutions have $66.3M invested in ALPS Equal Sector Weight ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 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

17% more funds holding

Funds holding: 2428 (+4)

15% more capital invested

Capital invested by funds: $57.6M → $66.3M (+$8.73M)

6.54% more ownership

Funds ownership: 114.91%121.45% (+6.5%)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
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
$24.5M +$157K +5,733 +0.7%
UBS Group
2
UBS Group
Switzerland
$12.3M -$248K -9,066 -2%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$27K -984 -0.3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.3M +$2.08M +76,047 +196%
Wells Fargo
5
Wells Fargo
California
$2.77M -$62.4K -2,277 -2%
GVAG
6
Great Valley Advisor Group
Delaware
$2.05M
RJA
7
Raymond James & Associates
Florida
$2.01M +$69.9K +2,550 +4%
LPL Financial
8
LPL Financial
California
$1.46M -$8.96K -327 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.36M -$96.6K -3,525 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.08M +$125K +4,554 +14%
SWP
11
Stratos Wealth Partners
Ohio
$870K -$49.3K -1,800 -6%
RT
12
Rockland Trust
Massachusetts
$665K -$21.4K -780 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$560K +$54.4K +1,986 +11%
IF
14
Insight Folios
North Carolina
$549K
Osaic Holdings
15
Osaic Holdings
Arizona
$475K -$10K -366 -2%
BO
16
BRR OpCo
Ohio
$302K
BAM
17
Bruderman Asset Management
New York
$259K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$258K -$34.5K -1,260 -12%
SMC
19
Smith, Moore & Co
Missouri
$234K +$223K +8,130 New
APA
20
American Portfolios Advisors
New York
$187K -$20.4K -744 -10%
RA
21
Reby Advisors
Connecticut
$72K +$68.2K +2,490 New
HI
22
Hudock Inc
Pennsylvania
$58K +$56.2K +2,052 New
BWA
23
BDO Wealth Advisors
Florida
$38K
GWM
24
Geneos Wealth Management
Colorado
$16K -$11.5K -420 -44%
PFPT
25
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K

EQL Hedge Fund Activity: Q4 2020 in Review

28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2020, worth a combined $66.3M — up 15% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EQL positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.08M. The largest seller was UBS Group, cutting an estimated $248K.

  • 28 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2020, up from 24 in Q3 2020.
  • Funds reported $66.3M of ALPS Equal Sector Weight ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 6 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $2.08M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2020 was UBS Group, an estimated $248K sold.

Based on aggregated 13F filings for Q4 2020.