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ALPS Equal Sector Weight ETF

36 hedge funds and large institutions have $128M invested in ALPS Equal Sector Weight ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

46% more capital invested

Capital invested by funds: $88.1M → $128M (+$40.4M)

24.43% more ownership

Funds ownership: 121.29%145.73% (+24%)

3% more funds holding

Funds holding: 3536 (+1)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$44.4M +$49.2M +1,510,737 New
Bank of America
2
Bank of America
North Carolina
$31.3M +$1.34M +41,136 +4%
UBS Group
3
UBS Group
Switzerland
$12.9M +$444K +13,632 +3%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M +$222K +6,801 +2%
ACP
5
Aveo Capital Partners
Colorado
$4.08M +$338K +10,374 +8%
RJA
6
Raymond James & Associates
Florida
$3.65M +$334K +10,245 +9%
Wells Fargo
7
Wells Fargo
California
$3.39M -$298K -9,147 -7%
LPL Financial
8
LPL Financial
California
$2.17M -$58.4K -1,794 -2%
GVAG
9
Great Valley Advisor Group
Delaware
$2.06M
Osaic Holdings
10
Osaic Holdings
Arizona
$1.57M +$160K +4,908 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.49M +$53.4K +1,638 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.36M -$939K -28,830 -38%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.25M -$37.9K -1,164 -3%
SMC
14
Smith, Moore & Co
Missouri
$772K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$639K +$17.3K +531 +3%
SWP
16
Stratos Wealth Partners
Ohio
$591K -$145K -4,467 -18%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$579K -$751K -23,055 -54%
Northern Trust
18
Northern Trust
Illinois
$483K
Citadel Advisors
19
Citadel Advisors
Florida
$438K +$485K +14,895 New
DIP
20
DT Investment Partners
Pennsylvania
$366K
LNC
21
Lincoln National Corp
Pennsylvania
$330K +$108K +3,309 +42%
BO
22
BRR OpCo
Ohio
$309K
IA
23
IFP Advisors
Florida
$269K -$1.95K -60 -0.5%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$232K +$257K +7,902 New
RWM
25
Ritholtz Wealth Management
New York
$232K +$257K +7,902 New

EQL Hedge Fund Activity: Q3 2022 in Review

36 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2022, worth a combined $128M — up 46% from $88.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EQL positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Total Investment Management, opening a new position worth an estimated $49.2M. The largest seller was Royal Bank of Canada, cutting an estimated $939K.

  • 36 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2022, up from 35 in Q2 2022.
  • Funds reported $128M of ALPS Equal Sector Weight ETF stock for Q3 2022, up 46% quarter-over-quarter.
  • 5 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2022 was Total Investment Management, an estimated $49.2M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $939K sold.

Based on aggregated 13F filings for Q3 2022.