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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

42 hedge funds and large institutions have $127M invested in ALPS Equal Sector Weight ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
1
Oppenheimer Asset Management
New York
$13.7M
2
ACP
2
Aveo Capital Partners
Colorado
$13.6M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$6.31M
4
Ameriprise
4
Ameriprise
Minnesota
$5.07M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.71M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$357K
2
UBS Group
2
UBS Group
Switzerland
$6.79M
3
Bank of America
3
Bank of America
North Carolina
$32.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$573K
5
DIP
5
DT Investment Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$32.7M 341,256 -13,547 -4%
Morgan Stanley
2
Morgan Stanley
New York
$14.4M 150,820 +6,890 +5%
OAM
3
Oppenheimer Asset Management
New York
$13.7M 143,374 +143,374 New
ACP
4
Aveo Capital Partners
Colorado
$13.6M 141,863 +95,656 +207%
UBS Group
5
UBS Group
Switzerland
$6.79M 70,916 -75,823 -52%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$6.31M 65,918 +65,918 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.71M 59,629 +42,769 +254%
Ameriprise
8
Ameriprise
Minnesota
$5.07M 52,955 +52,955 New
RJA
9
Raymond James & Associates
Florida
$4.52M 47,236 +5,801 +14%
Wells Fargo
10
Wells Fargo
California
$3.7M 38,689 +251 +0.7%
LPL Financial
11
LPL Financial
California
$3.7M 38,671 +14,127 +58%
GWP
12
Gateway Wealth Partners
Wisconsin
$2.28M 23,780 +23,780 New
GVAG
13
Great Valley Advisor Group
Delaware
$2.24M 23,367 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$1.58M 16,516 -1,302 -7%
Citadel Advisors
15
Citadel Advisors
Florida
$1.55M 16,240 +11,275 +227%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.4M 14,665 +440 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$956K 9,985 +3,418 +52%
SMC
18
Smith, Moore & Co
Missouri
$847K 8,850 +100 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$690K 7,207 -40 -0.6%
SWP
20
Stratos Wealth Partners
Ohio
$613K 6,408 -290 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$573K 5,988 -9,411 -61%
LNC
22
Lincoln National Corp
Pennsylvania
$558K 5,834 +2,094 +56%
Northern Trust
23
Northern Trust
Illinois
$504K 5,270 -204 -4%
MCM
24
MAI Capital Management
Ohio
$376K 3,925 +3,925 New
TIM
25
Total Investment Management
Arizona
$357K 3,734 -499,845 -99%
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