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ALPS Equal Sector Weight ETF

46 hedge funds and large institutions have $152M invested in ALPS Equal Sector Weight ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 4546 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $162M → $152M (-$9.41M)

7.16% less ownership

Funds ownership: 161.47%154.3% (-7.2%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$38.3M +$3.41M +97,557 +9%
OAM
2
Oppenheimer Asset Management
New York
$18.8M -$412K -11,784 -2%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M +$796K +22,785 +4%
ACP
4
Aveo Capital Partners
Colorado
$14.3M -$161K -4,611 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.7M +$709K +20,292 +6%
RJA
6
Raymond James & Associates
Florida
$6.64M +$1.01M +28,905 +17%
UBS Group
7
UBS Group
Switzerland
$5.26M -$315K -9,027 -5%
LPL Financial
8
LPL Financial
California
$4.76M +$375K +10,749 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.17M +$247K +7,065 +6%
Wells Fargo
10
Wells Fargo
California
$3.94M -$6.71K -192 -0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.97M -$217K -6,204 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.53M +$66.4K +1,902 +3%
GWP
13
Gateway Wealth Partners
Wisconsin
$2.49M +$22.2K +636 +0.9%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.47M +$8.7K +249 +0.3%
GVAG
15
Great Valley Advisor Group
Delaware
$2.25M -$78.3K -2,241 -3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.83M +$1.91M +54,636 New
Goldman Sachs
17
Goldman Sachs
New York
$1.68M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.39M -$93.4K -2,673 -6%
SMC
19
Smith, Moore & Co
Missouri
$998K +$83.8K +2,400 +9%
Citadel Advisors
20
Citadel Advisors
Florida
$761K -$154K -4,413 -16%
SWP
21
Stratos Wealth Partners
Ohio
$654K +$17K +486 +3%
OP
22
ORG Partners
Indiana
$574K +$32.7K +936 +6%
Stifel Financial
23
Stifel Financial
Missouri
$562K +$132K +3,768 +29%
LNC
24
Lincoln National Corp
Pennsylvania
$513K -$7.75K -222 -1%
Northern Trust
25
Northern Trust
Illinois
$493K -$27.1K -777 -5%

EQL Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2023, worth a combined $152M — down 5.8% from $162M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $3.41M. The largest seller was Ameriprise, cutting an estimated $7.95M.

  • 46 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $152M of ALPS Equal Sector Weight ETF stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2023 was Bank of America, an estimated $3.41M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2023 was Ameriprise, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2023.