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ALPS Equal Sector Weight ETF

56 hedge funds and large institutions have $252M invested in ALPS Equal Sector Weight ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

79.42% more ownership

Funds ownership: 136.86%216.28% (+79%)

38% more capital invested

Capital invested by funds: $183M → $252M (+$69.1M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5756 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
6
Increased
25
Reduced
13
Closed
6
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
$52.8M +$2.5M +58,590 +5%
MCIA
2
Mountain Capital Investment Advisors
Colorado
$43.7M +$138M +3,223,149 New
Raymond James Financial
3
Raymond James Financial
Florida
$38M +$2.5M +58,605 +7%
Morgan Stanley
4
Morgan Stanley
New York
$28.2M +$725K +16,983 +3%
Ameriprise
5
Ameriprise
Minnesota
$21.2M +$19.1M +447,315 +764%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.1M +$518K +12,132 +5%
LPL Financial
7
LPL Financial
California
$8.3M +$776K +18,165 +10%
Wells Fargo
8
Wells Fargo
California
$7.18M +$259K +6,060 +4%
ACP
9
Aveo Capital Partners
Colorado
$5.39M +$11.2M +261,093 +201%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.38M +$815K +19,074 +31%
Citadel Advisors
11
Citadel Advisors
Florida
$2.64M +$689K +16,143 +34%
GWP
12
Gateway Wealth Partners
Wisconsin
$2.64M -$202K -4,728 -7%
GVAG
13
Great Valley Advisor Group
Delaware
$2.49M -$5.64K -132 -0.2%
NL
14
NDWM LLC
California
$1.98M +$25.9K +606 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.69M +$228K +5,349 +15%
KAS
16
Kestra Advisory Services
Texas
$1.66M +$31.8K +744 +2%
SWP
17
Stratos Wealth Partners
Ohio
$1.59M -$3.2K -75 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.46M +$252K +5,901 +20%
PW
19
PUREfi Wealth
Massachusetts
$1.4M -$500K -11,715 -26%
UBS Group
20
UBS Group
Switzerland
$1.39M -$61.8K -1,446 -4%
SMC
21
Smith, Moore & Co
Missouri
$1.35M +$12.8K +300 +0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.3M +$43.6K +1,020 +3%
Stifel Financial
23
Stifel Financial
Missouri
$1.22M +$35.6K +834 +3%
1WM
24
1900 Wealth Management
Texas
$1.18M
GS
25
GTS Securities
New York
$1.12M -$961K -22,494 -46%

EQL Hedge Fund Activity: Q1 2025 in Review

56 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q1 2025, worth a combined $252M — up 38% from $183M a quarter earlier.

Fund positioning in EQL was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 13 trimmed.

The largest buyer was Mountain Capital Investment Advisors, opening a new position worth an estimated $138M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.99M sold.

  • 56 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q1 2025, down from 57 in Q4 2024.
  • Funds reported $252M of ALPS Equal Sector Weight ETF stock for Q1 2025, up 38% quarter-over-quarter.
  • 6 funds opened new ALPS Equal Sector Weight ETF positions in Q1 2025 and 6 closed out, a net change of 0 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q1 2025 was Mountain Capital Investment Advisors, an estimated $138M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q1 2025 was Goldman Sachs, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2025.