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ALPS Equal Sector Weight ETF
EQL

Overview Fund Activity

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.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.76%
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
–

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$43.7M
2
Ameriprise
2
Ameriprise
Minnesota
$21.2M
3
ACP
3
Aveo Capital Partners
Colorado
$5.39M
4
Raymond James Financial
4
Raymond James Financial
Florida
$38M
5
Bank of America
5
Bank of America
North Carolina
$52.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
GS
2
GTS Securities
New York
$1.12M
3
PW
3
PUREfi Wealth
Massachusetts
$1.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Lido Advisors
5
Lido Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.8M 419,146 +19,530 +5%
MCIA
2
Mountain Capital Investment Advisors
Colorado
$43.7M 1,074,383 +1,074,383 New
Raymond James Financial
3
Raymond James Financial
Florida
$38M 301,508 +19,535 +7%
Morgan Stanley
4
Morgan Stanley
New York
$28.2M 223,794 +5,661 +3%
Ameriprise
5
Ameriprise
Minnesota
$21.2M 168,618 +149,105 +764%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.1M 79,879 +4,044 +5%
LPL Financial
7
LPL Financial
California
$8.3M 65,901 +6,055 +10%
Wells Fargo
8
Wells Fargo
California
$7.18M 56,983 +2,020 +4%
ACP
9
Aveo Capital Partners
Colorado
$5.39M 130,301 +87,031 +201%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.38M 26,795 +6,358 +31%
Citadel Advisors
11
Citadel Advisors
Florida
$2.64M 20,995 +5,381 +34%
GWP
12
Gateway Wealth Partners
Wisconsin
$2.64M 20,971 -1,576 -7%
GVAG
13
Great Valley Advisor Group
Delaware
$2.49M 19,739 -44 -0.2%
NL
14
NDWM LLC
California
$1.98M 15,731 +202 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.69M 13,403 +1,783 +15%
KAS
16
Kestra Advisory Services
Texas
$1.66M 13,164 +248 +2%
SWP
17
Stratos Wealth Partners
Ohio
$1.59M 12,592 -25 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.46M 11,607 +1,967 +20%
PW
19
PUREfi Wealth
Massachusetts
$1.4M 11,109 -3,905 -26%
UBS Group
20
UBS Group
Switzerland
$1.39M 11,058 -482 -4%
SMC
21
Smith, Moore & Co
Missouri
$1.35M 10,750 +100 +0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.3M 10,310 +340 +3%
Stifel Financial
23
Stifel Financial
Missouri
$1.22M 9,687 +278 +3%
1WM
24
1900 Wealth Management
Texas
$1.18M 9,384 – –
GS
25
GTS Securities
New York
$1.12M 8,893 -7,498 -46%
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