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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

50 hedge funds and large institutions have $182M invested in ALPS Equal Sector Weight ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15M
2
BCM
2
Beaumont Capital Management
Massachusetts
$14.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.8M
4
OAM
4
Oppenheimer Asset Management
New York
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.15M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.16M
2
UBS Group
2
UBS Group
Switzerland
$5.29M
3
Bank of America
3
Bank of America
North Carolina
$33.3M
4
IA
4
IFP Advisors
Florida
$0
5
ACP
5
Aveo Capital Partners
Colorado
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.3M 334,280 -6,976 -2%
OAM
2
Oppenheimer Asset Management
New York
$19.3M 193,757 +50,383 +35%
Morgan Stanley
3
Morgan Stanley
New York
$15.5M 155,343 +4,523 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15M 150,413 +150,413 New
BCM
5
Beaumont Capital Management
Massachusetts
$14.2M 142,469 +142,469 New
ACP
6
Aveo Capital Partners
Colorado
$13.8M 139,144 -2,719 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.15M 91,943 +32,314 +54%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.8M 68,310 +51,794 +314%
Ameriprise
9
Ameriprise
Minnesota
$5.76M 57,413 +4,458 +8%
RJA
10
Raymond James & Associates
Florida
$5.39M 54,201 +6,965 +15%
UBS Group
11
UBS Group
Switzerland
$5.29M 53,109 -17,807 -25%
LPL Financial
12
LPL Financial
California
$4.17M 41,907 +3,236 +8%
Wells Fargo
13
Wells Fargo
California
$3.82M 38,397 -292 -0.8%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$3.16M 31,708 -34,210 -52%
BFA
15
Beaumont Financial Advisors
Massachusetts
$3.11M 31,262 +31,262 New
PCS
16
Personal CFO Solutions
New Jersey
$2.71M 27,214 +27,214 New
GWP
17
Gateway Wealth Partners
Wisconsin
$2.34M 23,495 -285 -1%
GVAG
18
Great Valley Advisor Group
Delaware
$2.32M 23,287 -80 -0.3%
Citadel Advisors
19
Citadel Advisors
Florida
$2.24M 22,492 +6,252 +38%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.05M 20,638 +10,653 +107%
Goldman Sachs
21
Goldman Sachs
New York
$1.67M 16,750 +16,750 New
AWM
22
Axxcess Wealth Management
California
$1.56M 15,693 +15,693 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$911K 9,149 +3,161 +53%
SMC
24
Smith, Moore & Co
Missouri
$901K 9,050 +200 +2%
AWS
25
Atria Wealth Solutions
New York
$836K 8,395 +8,395 New
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