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ALPS Equal Sector Weight ETF

35 hedge funds and large institutions have $88.1M invested in ALPS Equal Sector Weight ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4.49% more ownership

Funds ownership: 116.81%121.29% (+4.5%)

3% more funds holding

Funds holding: 3435 (+1)

3% less capital invested

Capital invested by funds: $91.1M → $88.1M (-$3.02M)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
6
Closed
4
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
$31.9M +$4.95M +146,403 +17%
UBS Group
2
UBS Group
Switzerland
$13.3M -$79.7K -2,355 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M +$170K +5,019 +1%
ACP
4
Aveo Capital Partners
Colorado
$4M +$3.13M +92,556 +259%
Wells Fargo
5
Wells Fargo
California
$3.88M +$563K +16,653 +15%
RJA
6
Raymond James & Associates
Florida
$3.56M +$597K +17,655 +18%
LPL Financial
7
LPL Financial
California
$2.35M +$129K +3,825 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.34M +$866K +25,608 +52%
GVAG
9
Great Valley Advisor Group
Delaware
$2.19M -$7.51K -222 -0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.53M +$193K +5,703 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.52M +$93.4K +2,760 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.37M +$22.6K +669 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.33M +$144K +4,248 +11%
SMC
14
Smith, Moore & Co
Missouri
$819K +$91.3K +2,700 +11%
SWP
15
Stratos Wealth Partners
Ohio
$766K +$16K +474 +2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$668K +$8.83K +261 +1%
Northern Trust
17
Northern Trust
Illinois
$512K -$46.7K -1,380 -8%
DIP
18
DT Investment Partners
Pennsylvania
$388K +$421K +12,450 New
BO
19
BRR OpCo
Ohio
$328K
RT
20
Rockland Trust
Massachusetts
$324K
BAM
21
Bruderman Asset Management
New York
$281K
IA
22
IFP Advisors
Florida
$270K
LNC
23
Lincoln National Corp
Pennsylvania
$247K +$268K +7,911 New
MCC
24
Money Concepts Capital
Florida
$183K +$67K +1,980 +52%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$171K +$149K +4,392 +408%

EQL Hedge Fund Activity: Q2 2022 in Review

35 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2022, worth a combined $88.1M — down 3.3% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EQL positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $4.95M. The largest seller was Insight Folios, exiting entirely with an estimated $608K sold.

  • 35 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $88.1M of ALPS Equal Sector Weight ETF stock for Q2 2022, down 3.3% quarter-over-quarter.
  • 5 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest ALPS Equal Sector Weight ETF buyer in Q2 2022 was Bank of America, an estimated $4.95M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q2 2022 was Insight Folios, an estimated $608K sold.

Based on aggregated 13F filings for Q2 2022.