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ALPS Equal Sector Weight ETF

32 hedge funds and large institutions have $74.7M invested in ALPS Equal Sector Weight ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

14% more funds holding

Funds holding: 2832 (+4)

13% more capital invested

Capital invested by funds: $66.3M → $74.7M (+$8.37M)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

4.94% less ownership

Funds ownership: 121.45%116.51% (-4.9%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
8
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
$25.2M -$1.45M -48,417 -6%
UBS Group
2
UBS Group
Switzerland
$13.6M +$207K +6,909 +2%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$1.11M +36,978 +10%
Wells Fargo
4
Wells Fargo
California
$3.13M +$104K +3,450 +4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.52M -$1.02M -34,122 -30%
RJA
6
Raymond James & Associates
Florida
$2.27M +$85.6K +2,850 +4%
GVAG
7
Great Valley Advisor Group
Delaware
$2.22M -$14.8K -492 -0.7%
LPL Financial
8
LPL Financial
California
$1.62M +$35.9K +1,197 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.44M -$44.3K -1,476 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.2M +$23.6K +786 +2%
ACP
11
Aveo Capital Partners
Colorado
$1.04M +$995K +33,141 New
CWP
12
Capital Wealth Planning
Florida
$920K +$883K +29,427 New
SWP
13
Stratos Wealth Partners
Ohio
$803K -$138K -4,587 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$717K +$418K +13,917 +155%
RT
15
Rockland Trust
Massachusetts
$675K -$46.4K -1,545 -7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$612K +$2.7K +90 +0.5%
IF
17
Insight Folios
North Carolina
$597K
OMC
18
Old Mission Capital
Illinois
$566K +$544K +18,108 New
Osaic Holdings
19
Osaic Holdings
Arizona
$516K -$1.62K -54 -0.3%
CA
20
Cetera Advisors
Colorado
$338K +$324K +10,794 New
BO
21
BRR OpCo
Ohio
$328K
SMC
22
Smith, Moore & Co
Missouri
$315K +$58.5K +1,950 +24%
BAM
23
Bruderman Asset Management
New York
$281K
PCA
24
Personal Capital Advisors
California
$271K +$260K +8,658 New
HCIA
25
Hochman Cole Investment Advisors
Illinois
$206K +$198K +6,588 New

EQL Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2021, worth a combined $74.7M — up 13% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.11M. The largest seller was Bank of America, cutting an estimated $1.45M.

  • 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $74.7M of ALPS Equal Sector Weight ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2021 and 2 closed out, a net change of +5 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q1 2021 was Morgan Stanley, an estimated $1.11M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q1 2021 was Bank of America, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2021.