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ALPS Equal Sector Weight ETF

54 hedge funds and large institutions have $257M invested in ALPS Equal Sector Weight ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $252M → $257M (+$5.07M)

4% less funds holding

Funds holding: 5654 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

167.68% less ownership

Funds ownership: 216.28%48.6% (-168%)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
18
Reduced
17
Closed
9
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
$62.4M +$6.98M +166,819 +13%
MCIA
2
Mountain Capital Investment Advisors
Colorado
$41M -$95.9M -2,293,612 -71%
Raymond James Financial
3
Raymond James Financial
Florida
$40.4M +$738K +17,647 +2%
Morgan Stanley
4
Morgan Stanley
New York
$32.5M +$2.95M +70,660 +11%
Ameriprise
5
Ameriprise
Minnesota
$17.4M -$4.54M -108,546 -21%
LPL Financial
6
LPL Financial
California
$12.3M +$3.47M +82,959 +42%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.4M -$63.9K -1,528 -0.6%
Wells Fargo
8
Wells Fargo
California
$7.03M -$444K -10,627 -6%
UBS Group
9
UBS Group
Switzerland
$4.03M +$2.46M +58,780 +177%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.9M +$1.08M +25,817 +64%
GWP
11
Gateway Wealth Partners
Wisconsin
$2.4M -$345K -8,244 -13%
SWP
12
Stratos Wealth Partners
Ohio
$2.1M +$428K +10,229 +27%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.08M -$1.38M -32,985 -41%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.72M +$181K +4,330 +12%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$1.45M +34,609 +4,437%
SMC
16
Smith, Moore & Co
Missouri
$1.42M +$8.36K +200 +0.6%
Stifel Financial
17
Stifel Financial
Missouri
$1.28M +$6.94K +166 +0.6%
1WM
18
1900 Wealth Management
Texas
$1.23M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.23M -$123K -2,945 -10%
CW
20
CreativeOne Wealth
Kansas
$1.14M +$26.6K +635 +3%
KAS
21
Kestra Advisory Services
Texas
$952K -$744K -17,789 -45%
MWM
22
Maltin Wealth Management
New Jersey
$902K +$3.26K +78 +0.4%
PW
23
PUREfi Wealth
Massachusetts
$871K -$562K -13,451 -40%
OP
24
ORG Partners
Indiana
$808K -$1.62M -38,841 -68%
Citadel Advisors
25
Citadel Advisors
Florida
$731K -$1.94M -46,317 -74%

EQL Hedge Fund Activity: Q2 2025 in Review

54 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q2 2025, worth a combined $257M — up 2% from $252M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EQL and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Bank of America, adding an estimated $6.98M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $95.9M.

  • 54 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $257M of ALPS Equal Sector Weight ETF stock for Q2 2025, up 2% quarter-over-quarter.
  • 7 funds opened new ALPS Equal Sector Weight ETF positions in Q2 2025 and 9 closed out, a net change of -2 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q2 2025 was Bank of America, an estimated $6.98M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $95.9M sold.

Based on aggregated 13F filings for Q2 2025.