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ALPS Equal Sector Weight ETF

33 hedge funds and large institutions have $83.8M invested in ALPS Equal Sector Weight ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $74.7M → $83.8M (+$9.08M)

5.98% more ownership

Funds ownership: 116.51%122.49% (+6%)

3% more funds holding

Funds holding: 3233 (+1)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
10
Closed
3
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
$26.2M -$617K -18,780 -2%
Morgan Stanley
2
Morgan Stanley
New York
$15.4M +$1.49M +45,285 +11%
UBS Group
3
UBS Group
Switzerland
$14.4M -$104K -3,153 -0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.18M +$1.47M +44,688 +55%
Wells Fargo
5
Wells Fargo
California
$3.55M +$215K +6,546 +7%
RJA
6
Raymond James & Associates
Florida
$2.68M +$251K +7,650 +11%
GVAG
7
Great Valley Advisor Group
Delaware
$2.36M -$6.51K -198 -0.3%
LPL Financial
8
LPL Financial
California
$1.74M +$6.31K +192 +0.4%
OMC
9
Old Mission Capital
Illinois
$1.63M +$1.01M +30,741 +170%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.62M +$839K +25,533 +112%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.45M -$77.2K -2,349 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.28M -$2.66K -81 -0.2%
ACP
13
Aveo Capital Partners
Colorado
$1.1M -$7.59K -231 -0.7%
SWP
14
Stratos Wealth Partners
Ohio
$856K
IF
15
Insight Folios
North Carolina
$659K +$21.7K +660 +3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$648K -$4.04K -123 -0.6%
RT
17
Rockland Trust
Massachusetts
$638K -$81.3K -2,475 -11%
Osaic Holdings
18
Osaic Holdings
Arizona
$607K +$55.9K +1,701 +10%
Northern Trust
19
Northern Trust
Illinois
$594K +$585K +17,802 New
SMC
20
Smith, Moore & Co
Missouri
$386K +$49.3K +1,500 +15%
BO
21
BRR OpCo
Ohio
$350K
CA
22
Cetera Advisors
Colorado
$331K -$28.3K -861 -8%
PCA
23
Personal Capital Advisors
California
$289K
HCIA
24
Hochman Cole Investment Advisors
Illinois
$220K
PAG
25
Private Advisor Group
New Jersey
$213K +$210K +6,378 New

EQL Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2021, worth a combined $83.8M — up 12% from $74.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EQL positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Capital Wealth Planning, exiting entirely with an estimated $920K sold.

  • 33 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $83.8M of ALPS Equal Sector Weight ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 4 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2021 and 3 closed out, a net change of +1 holder.
  • The largest ALPS Equal Sector Weight ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.49M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q2 2021 was Capital Wealth Planning, an estimated $920K sold.

Based on aggregated 13F filings for Q2 2021.