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ALPS Equal Sector Weight ETF

32 hedge funds and large institutions have $77.1M invested in ALPS Equal Sector Weight ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3% less funds holding

Funds holding: 3332 (-1)

6.16% less ownership

Funds ownership: 122.49%116.32% (-6.2%)

8% less capital invested

Capital invested by funds: $83.8M → $77.1M (-$6.67M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
13
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
$26.2M +$117K +3,447 +0.4%
UBS Group
2
UBS Group
Switzerland
$14.5M +$207K +6,084 +1%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M -$2.55M -74,988 -16%
Wells Fargo
4
Wells Fargo
California
$3.62M +$95.1K +2,799 +3%
RJA
5
Raymond James & Associates
Florida
$2.85M +$196K +5,775 +7%
GVAG
6
Great Valley Advisor Group
Delaware
$2.34M -$5K -147 -0.2%
LPL Financial
7
LPL Financial
California
$1.67M -$57.9K -1,704 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.5M -$108K -3,189 -7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.41M -$2.81M -82,818 -66%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.39M -$53.6K -1,578 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.23M -$36.5K -1,074 -3%
ACP
12
Aveo Capital Partners
Colorado
$1.14M +$52.1K +1,533 +5%
SWP
13
Stratos Wealth Partners
Ohio
$843K -$7.95K -234 -0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$752K +$153K +4,500 +25%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$639K -$5.71K -168 -0.9%
IF
16
Insight Folios
North Carolina
$621K -$35K -1,029 -5%
Northern Trust
17
Northern Trust
Illinois
$590K
RT
18
Rockland Trust
Massachusetts
$576K -$58.6K -1,725 -9%
SMC
19
Smith, Moore & Co
Missouri
$503K +$122K +3,600 +31%
BO
20
BRR OpCo
Ohio
$348K
CA
21
Cetera Advisors
Colorado
$317K -$12.5K -369 -4%
BAM
22
Bruderman Asset Management
New York
$298K +$306K +9,000 New
HCIA
23
Hochman Cole Investment Advisors
Illinois
$218K
PAG
24
Private Advisor Group
New Jersey
$212K +$408 +12 +0.2%
GPA
25
Guidance Point Advisors
Massachusetts
$193K +$199K +5,847 New

EQL Hedge Fund Activity: Q3 2021 in Review

32 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2021, worth a combined $77.1M — down 8% from $83.8M a quarter earlier.

Fund positioning in EQL was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 13 trimmed.

The largest buyer was Bruderman Asset Management, opening a new position worth an estimated $306K. The largest seller was Susquehanna International Group, cutting an estimated $2.81M.

  • 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2021, down from 33 in Q2 2021.
  • Funds reported $77.1M of ALPS Equal Sector Weight ETF stock for Q3 2021, down 8% quarter-over-quarter.
  • 2 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2021 was Bruderman Asset Management, an estimated $306K added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2021 was Susquehanna International Group, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2021.