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ALPS Equal Sector Weight ETF

32 hedge funds and large institutions have $85.4M invested in ALPS Equal Sector Weight ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $77.1M → $85.4M (+$8.34M)

0% more funds holding

Funds holding: 3232 (0)

1% less ownership

Funds ownership: 116.32%115.32% (-1%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
12
Closed
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
$25.6M -$3.07M -87,012 -11%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M +$3.54M +100,338 +26%
UBS Group
3
UBS Group
Switzerland
$15.4M -$558K -15,795 -4%
Wells Fargo
4
Wells Fargo
California
$3.83M -$152K -4,311 -4%
RJA
5
Raymond James & Associates
Florida
$3.25M +$106K +3,015 +4%
GVAG
6
Great Valley Advisor Group
Delaware
$2.57M -$848 -24 -0%
LPL Financial
7
LPL Financial
California
$2.5M +$642K +18,180 +36%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.05M +$482K +13,635 +32%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.6M +$64.4K +1,824 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.46M -$184K -5,208 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.37M +$15.3K +432 +1%
ACP
12
Aveo Capital Partners
Colorado
$1.34M +$79.8K +2,259 +7%
SWP
13
Stratos Wealth Partners
Ohio
$879K -$47.5K -1,344 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$773K +$67.1K +1,899 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$752K -$73K -2,067 -9%
SMC
16
Smith, Moore & Co
Missouri
$695K +$137K +3,870 +25%
IF
17
Insight Folios
North Carolina
$669K -$13.8K -390 -2%
Northern Trust
18
Northern Trust
Illinois
$650K
RT
19
Rockland Trust
Massachusetts
$395K -$232K -6,558 -38%
BO
20
BRR OpCo
Ohio
$383K
BAM
21
Bruderman Asset Management
New York
$329K
CA
22
Cetera Advisors
Colorado
$254K -$91.9K -2,601 -27%
PAG
23
Private Advisor Group
New Jersey
$234K +$530 +15 +0.2%
GPA
24
Guidance Point Advisors
Massachusetts
$214K +$1.17K +33 +0.6%
APA
25
American Portfolios Advisors
New York
$201K -$1.59K -45 -0.8%

EQL Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2021, worth a combined $85.4M — up 11% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EQL positions and 0 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.54M. The largest seller was Bank of America, cutting an estimated $3.07M.

  • 32 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $85.4M of ALPS Equal Sector Weight ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 1 fund opened new ALPS Equal Sector Weight ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2021 was Morgan Stanley, an estimated $3.54M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2021 was Bank of America, an estimated $3.07M sold.

Based on aggregated 13F filings for Q4 2021.