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ALPS Equal Sector Weight ETF
EQL

52 hedge funds and large institutions have $175M invested in ALPS Equal Sector Weight ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $160M → $175M (+$15.8M)

8% more funds holding

Funds holding: 48 → 52 (+4)

1.04% less ownership

Funds ownership: 136.28% → 135.24% (-1%)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.44M
2
LPL Financial
LPL Financial
California
+$1.77M
3
NL
NDWM LLC
California
+$1.34M
4
Morgan Stanley
Morgan Stanley
New York
+$977K
5
Citadel Advisors
Citadel Advisors
Florida
+$904K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.73M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.02M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.64M
4
GS
GTS Securities
New York
-$467K
5
ACP
Aveo Capital Partners
Colorado
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$51.8M +$49.3K +1,212 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$25.8M +$977K +24,009 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$19.7M +$674K +16,554 +4%
RJA
4
Raymond James & Associates
Florida
$14.9M +$4.44M +109,137 +45%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.09M +$604K +14,850 +7%
LPL Financial
6
LPL Financial
California
$6.96M +$1.77M +43,584 +36%
Wells Fargo
7
Wells Fargo
California
$6.17M +$45.7K +1,122 +0.8%
ACP
8
Aveo Capital Partners
Colorado
$5.87M -$410K -10,080 -7%
GWP
9
Gateway Wealth Partners
Wisconsin
$2.93M +$253K +6,210 +10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.85M +$867K +21,309 +47%
GVAG
11
Great Valley Advisor Group
Delaware
$2.62M -$32.2K -792 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.54M -$2.44K -60 -0.1%
Goldman Sachs
13
Goldman Sachs
New York
$2.03M -$105K -2,574 -5%
NL
14
NDWM LLC
California
$1.98M +$1.34M +33,024 +242%
UBS Group
15
UBS Group
Switzerland
$1.87M -$4.73M -116,328 -73%
KAS
16
Kestra Advisory Services
Texas
$1.66M +$113K +2,778 +8%
SWP
17
Stratos Wealth Partners
Ohio
$1.55M +$55.9K +1,374 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.39M -$397K -9,747 -23%
SMC
19
Smith, Moore & Co
Missouri
$1.3M -$6.1K -150 -0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.28M -$138K -3,402 -10%
1WM
21
1900 Wealth Management
Texas
$1.2M – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.01M -$1.64M -40,236 -63%
Citadel Advisors
23
Citadel Advisors
Florida
$945K +$904K +22,221 New
Stifel Financial
24
Stifel Financial
Missouri
$925K +$8.06K +198 +0.9%
MWM
25
Maltin Wealth Management
New Jersey
$865K +$3.3K +81 +0.4%
1
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EQL Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2024, worth a combined $175M — up 9.9% from $160M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EQL positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.44M. The largest seller was UBS Group, cutting an estimated $4.73M.

  • 52 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $175M of ALPS Equal Sector Weight ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
  • 8 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $4.44M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2024 was UBS Group, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2024.