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ALPS Equal Sector Weight ETF

61 hedge funds and large institutions have $240M invested in ALPS Equal Sector Weight ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

13% more funds holding

Funds holding: 5461 (+7)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

6.22% less ownership

Funds ownership: 48.6%42.38% (-6.2%)

7% less capital invested

Capital invested by funds: $257M → $240M (-$16.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
17
Reduced
17
Closed
4
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
$67.6M +$2.01M +44,753 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$42.3M -$160K -3,571 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$34.7M +$553K +12,320 +2%
Ameriprise
4
Ameriprise
Minnesota
$18.4M -$1.09M -24,303 -6%
LPL Financial
5
LPL Financial
California
$13.5M +$518K +11,542 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.9M -$64.5K -1,435 -0.6%
Wells Fargo
7
Wells Fargo
California
$7.9M +$508K +11,298 +7%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$5.27M +117,380 New
UBS Group
9
UBS Group
Switzerland
$4.54M +$304K +6,777 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.53M +$482K +10,727 +16%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.44M +$282K +6,280 +13%
SWP
12
Stratos Wealth Partners
Ohio
$2.24M +$26.1K +582 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.2M +$385K +8,565 +22%
GWP
14
Gateway Wealth Partners
Wisconsin
$2.19M -$321K -7,143 -13%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.11M +$467K +10,407 +29%
SMC
16
Smith, Moore & Co
Missouri
$1.41M -$78.6K -1,750 -5%
Stifel Financial
17
Stifel Financial
Missouri
$1.3M -$39.8K -885 -3%
1WM
18
1900 Wealth Management
Texas
$1.3M
CW
19
CreativeOne Wealth
Kansas
$1.15M -$41.5K -924 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.15M -$136K -3,036 -11%
Jane Street
21
Jane Street
New York
$1.12M +$1.09M +24,242 New
KAS
22
Kestra Advisory Services
Texas
$1M +$2.02K +45 +0.2%
MWM
23
Maltin Wealth Management
New Jersey
$951K +$3.59K +80 +0.4%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$934K +$299K +6,660 +49%
PW
25
PUREfi Wealth
Massachusetts
$915K

EQL Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ALPS Equal Sector Weight ETF (EQL) for Q3 2025, worth a combined $240M — down 6.6% from $257M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EQL positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $5.27M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $41M.

  • 61 institutional investors held ALPS Equal Sector Weight ETF (EQL) as of Q3 2025, up from 54 in Q2 2025.
  • Funds reported $240M of ALPS Equal Sector Weight ETF stock for Q3 2025, down 6.6% quarter-over-quarter.
  • 11 funds opened new ALPS Equal Sector Weight ETF positions in Q3 2025 and 4 closed out, a net change of +7 holders.
  • The largest ALPS Equal Sector Weight ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $5.27M added.
  • The largest ALPS Equal Sector Weight ETF seller in Q3 2025 was Mountain Capital Investment Advisors, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2025.