EQL icon

ALPS Equal Sector Weight ETF

45 hedge funds and large institutions have $162M invested in ALPS Equal Sector Weight ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
13
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.4M 348,841 +14,561 +4%
OAM
2
Oppenheimer Asset Management
New York
$19.9M 191,138 -2,619 -1%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M 169,718 +14,375 +9%
ACP
4
Aveo Capital Partners
Colorado
$15M 143,875 +4,731 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.5M 110,094 +18,151 +20%
Ameriprise
6
Ameriprise
Minnesota
$8.19M 78,312 +20,899 +36%
RJA
7
Raymond James & Associates
Florida
$5.9M 56,535 +2,334 +4%
UBS Group
8
UBS Group
Switzerland
$5.79M 55,482 +2,373 +4%
LPL Financial
9
LPL Financial
California
$4.58M 43,840 +1,933 +5%
Wells Fargo
10
Wells Fargo
California
$4.1M 39,328 +931 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.09M 39,193 -29,117 -43%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.31M 31,672 +22,523 +246%
BFA
13
Beaumont Financial Advisors
Massachusetts
$3.11M 31,262
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.57M 24,608 -125,805 -84%
GWP
15
Gateway Wealth Partners
Wisconsin
$2.57M 24,590 +1,095 +5%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$2.56M 24,520 -7,188 -23%
GVAG
17
Great Valley Advisor Group
Delaware
$2.42M 23,199 -88 -0.4%
Goldman Sachs
18
Goldman Sachs
New York
$1.75M 16,750
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.53M 14,699 -179 -1%
SMC
20
Smith, Moore & Co
Missouri
$955K 9,150 +100 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$946K 9,060 -13,432 -60%
SWP
22
Stratos Wealth Partners
Ohio
$664K 6,358
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$591K 5,667 -774 -12%
OP
24
ORG Partners
Indiana
$566K 5,409 +5,409 New
LNC
25
Lincoln National Corp
Pennsylvania
$541K 5,183 -468 -8%