ALPS Equal Sector Weight ETF
EQL
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.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more capital invested
Capital invested by funds: $127M → $182M (+$54.7M)
26.04% more ownership
Funds ownership: 147.36% → 173.41% (+26%)
19% more funds holding
Funds holding: 42 → 50 (+8)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.9M |
| 2 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$14.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.11M |
| 4 |
OAM
Oppenheimer Asset Management
New York
|
+$4.98M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$3.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.76M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$689K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$273K |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$269K |
EQL Hedge Fund Activity: Q1 2023 in Review
50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2023, worth a combined $182M — up 43% from $127M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EQL positions and 7 closed out — a net gain of 8 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.9M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $3.38M.
- 50 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $182M of ALPS Equal Sector Weight ETF stock for Q1 2023, up 43% quarter-over-quarter.
- 15 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2023 and 7 closed out, a net change of +8 holders.
- The largest ALPS Equal Sector Weight ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $14.9M added.
- The largest ALPS Equal Sector Weight ETF seller in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $3.38M sold.
Based on aggregated 13F filings for Q1 2023.