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ALPS Equal Sector Weight ETF

57 hedge funds and large institutions have $183M invested in ALPS Equal Sector Weight ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

10% more funds holding

Funds holding: 5257 (+5)

1.62% more ownership

Funds ownership: 135.24%136.86% (+1.6%)

4% more capital invested

Capital invested by funds: $175M → $183M (+$7.42M)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
20
Reduced
12
Closed
2
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
$50.1M -$859K -20,001 -2%
Raymond James Financial
2
Raymond James Financial
Florida
$35.3M +$36.3M +845,919 New
Morgan Stanley
3
Morgan Stanley
New York
$27.3M +$2.04M +47,475 +8%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.5M +$586K +13,644 +6%
LPL Financial
5
LPL Financial
California
$7.5M +$684K +15,927 +10%
Wells Fargo
6
Wells Fargo
California
$6.88M +$854K +19,890 +14%
ACP
7
Aveo Capital Partners
Colorado
$5.42M -$353K -8,217 -6%
GWP
8
Gateway Wealth Partners
Wisconsin
$2.82M -$55.7K -1,296 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.56M +$71.1K +1,656 +3%
GVAG
10
Great Valley Advisor Group
Delaware
$2.48M -$97.8K -2,277 -4%
Ameriprise
11
Ameriprise
Minnesota
$2.44M +$2.03M +47,292 +420%
GS
12
GTS Securities
New York
$2.05M +$2.11M +49,173 New
Goldman Sachs
13
Goldman Sachs
New York
$1.99M
Citadel Advisors
14
Citadel Advisors
Florida
$1.96M +$1.06M +24,621 +111%
NL
15
NDWM LLC
California
$1.94M -$3.74K -87 -0.2%
PW
16
PUREfi Wealth
Massachusetts
$1.88M +$1.93M +45,042 New
KAS
17
Kestra Advisory Services
Texas
$1.62M -$11.3K -264 -0.7%
SWP
18
Stratos Wealth Partners
Ohio
$1.58M +$55.7K +1,296 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.46M +$97.5K +2,271 +7%
UBS Group
20
UBS Group
Switzerland
$1.45M -$402K -9,351 -21%
SMC
21
Smith, Moore & Co
Missouri
$1.33M +$58K +1,350 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.25M -$4.51K -105 -0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.21M +$223K +5,202 +22%
Stifel Financial
24
Stifel Financial
Missouri
$1.18M +$278K +6,468 +30%
1WM
25
1900 Wealth Management
Texas
$1.18M

EQL Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q4 2024, worth a combined $183M — up 4.2% from $175M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EQL positions and 2 closed out — a net gain of 9 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.11M. The largest seller was Susquehanna International Group, cutting an estimated $1.9M.

  • 57 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $183M of ALPS Equal Sector Weight ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 11 funds opened new ALPS Equal Sector Weight ETF positions in Q4 2024 and 2 closed out, a net change of +9 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q4 2024 was GTS Securities, an estimated $2.11M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.