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ALPS Equal Sector Weight ETF

48 hedge funds and large institutions have $147M invested in ALPS Equal Sector Weight ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.5M 393,895 -25,951 -6%
Morgan Stanley
2
Morgan Stanley
New York
$21M 177,812 -180,734 -50%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.9M 142,880 -3,333 -2%
RJA
4
Raymond James & Associates
Florida
$9.02M 76,419 +3,730 +5%
UBS Group
5
UBS Group
Switzerland
$6.42M 54,382 +378 +0.7%
ACP
6
Aveo Capital Partners
Colorado
$5.81M 50,480 -73,127 -59%
Wells Fargo
7
Wells Fargo
California
$5.19M 44,014 -61,425 -58%
LPL Financial
8
LPL Financial
California
$4.64M 39,350 +654 +2%
GWP
9
Gateway Wealth Partners
Wisconsin
$2.62M 22,188 -1,587 -7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$2.5M 21,202 +206 +1%
GVAG
11
Great Valley Advisor Group
Delaware
$2.47M 20,923 -84 -0.4%
Citadel Advisors
12
Citadel Advisors
Florida
$2.06M 17,494 +3,738 +27%
Goldman Sachs
13
Goldman Sachs
New York
$1.98M 16,750
Osaic Holdings
14
Osaic Holdings
Arizona
$1.69M 14,328 -22,226 -61%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.68M 14,260 +200 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.59M 13,450 +13,450 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.54M 13,025 -13,609 -51%
KAS
18
Kestra Advisory Services
Texas
$1.31M 11,083 +847 +8%
SWP
19
Stratos Wealth Partners
Ohio
$1.24M 10,512 +3,070 +41%
SMC
20
Smith, Moore & Co
Missouri
$1.2M 10,150 +300 +3%
CAN
21
Cetera Advisor Networks
California
$855K 7,243 +44 +0.6%
Stifel Financial
22
Stifel Financial
Missouri
$817K 6,924 +671 +11%
MWM
23
Maltin Wealth Management
New Jersey
$793K 6,725 +6,725 New
CA
24
Cetera Advisors
Colorado
$629K 5,335 +1,059 +25%
LNC
25
Lincoln National Corp
Pennsylvania
$609K 5,159 +21 +0.4%