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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

47 hedge funds and large institutions have $201M invested in ALPS Equal Sector Weight ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.3M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.3M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$13.5M
2
LPL Financial
2
LPL Financial
California
$4.24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4M
5
OAM
5
Oppenheimer Asset Management
New York
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46M 419,846 +38,486 +10%
Morgan Stanley
2
Morgan Stanley
New York
$39.3M 358,546 +181,233 +102%
OAM
3
Oppenheimer Asset Management
New York
$20.1M 183,152 -4,058 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16M 146,213 +29,355 +25%
ACP
5
Aveo Capital Partners
Colorado
$13.5M 123,607 -18,731 -13%
Wells Fargo
6
Wells Fargo
California
$11.5M 105,439 +66,175 +169%
RJA
7
Raymond James & Associates
Florida
$7.96M 72,689 +6,519 +10%
UBS Group
8
UBS Group
Switzerland
$5.92M 54,004 +1,531 +3%
LPL Financial
9
LPL Financial
California
$4.24M 38,696 -8,727 -18%
Osaic Holdings
10
Osaic Holdings
Arizona
$4M 36,554 -4,994 -12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.92M 26,634 +1,392 +6%
GWP
12
Gateway Wealth Partners
Wisconsin
$2.6M 23,775 -1,027 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.47M 22,518 -7,086 -24%
GVAG
14
Great Valley Advisor Group
Delaware
$2.3M 21,007 -1,445 -6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$2.3M 20,996 +20,996 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.22M 20,282 +2,070 +11%
Goldman Sachs
17
Goldman Sachs
New York
$1.83M 16,750 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.54M 14,060 +252 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$1.51M 13,756 +6,167 +81%
VF
20
Virtu Financial
New York
$1.41M 12,824 +12,824 New
KAS
21
Kestra Advisory Services
Texas
$1.12M 10,236 +7,450 +267%
SMC
22
Smith, Moore & Co
Missouri
$1.08M 9,850 -100 -1%
SWP
23
Stratos Wealth Partners
Ohio
$815K 7,442 +922 +14%
CAN
24
Cetera Advisor Networks
California
$789K 7,199 +7,199 New
Stifel Financial
25
Stifel Financial
Missouri
$685K 6,253 +650 +12%
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