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ALPS Equal Sector Weight ETF

48 hedge funds and large institutions have $160M invested in ALPS Equal Sector Weight ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $147M → $160M (+$12.4M)

4.81% more ownership

Funds ownership: 131.47%136.28% (+4.8%)

0% more funds holding

Funds holding: 4848 (0)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
12
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
$47.8M +$1.4M +35,952 +3%
Morgan Stanley
2
Morgan Stanley
New York
$22.9M +$1.92M +49,479 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.5M +$683K +17,583 +4%
RJA
4
Raymond James & Associates
Florida
$9.48M +$467K +12,021 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.82M +$6.16M +158,661 +393%
UBS Group
6
UBS Group
Switzerland
$6.3M -$111K -2,847 -2%
ACP
7
Aveo Capital Partners
Colorado
$5.82M -$130K -3,333 -2%
Wells Fargo
8
Wells Fargo
California
$5.65M +$460K +11,835 +9%
LPL Financial
9
LPL Financial
California
$4.72M +$76.8K +1,977 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.51M +$2.1M +54,003 +543%
GWP
11
Gateway Wealth Partners
Wisconsin
$2.46M -$149K -3,837 -6%
GVAG
12
Great Valley Advisor Group
Delaware
$2.45M -$13.6K -351 -0.6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.35M +$650K +16,731 +39%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.02M -$474K -12,192 -19%
Goldman Sachs
15
Goldman Sachs
New York
$1.97M
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.8M +$1.78M +45,801 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.66M -$17.3K -444 -1%
KAS
18
Kestra Advisory Services
Texas
$1.42M +$116K +2,985 +9%
SWP
19
Stratos Wealth Partners
Ohio
$1.38M +$142K +3,645 +12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.31M -$220K -5,658 -14%
SMC
21
Smith, Moore & Co
Missouri
$1.21M +$11.7K +300 +1%
1WM
22
1900 Wealth Management
Texas
$1.11M +$1.09M +28,152 New
Stifel Financial
23
Stifel Financial
Missouri
$847K +$30.7K +789 +4%
MWM
24
Maltin Wealth Management
New Jersey
$796K +$2.8K +72 +0.4%
OP
25
ORG Partners
Indiana
$656K +$651K +16,761 New

EQL Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2024, worth a combined $160M — up 8.4% from $147M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQL positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $6.16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.06M sold.

  • 48 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $160M of ALPS Equal Sector Weight ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $6.16M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q2 2024 was Citadel Advisors, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2024.