ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

$118.68
-0.06 (-0.05%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for ALPS Equal Sector Weight ETF (NYSEARCA:EQL)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$22.04M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$21.75M
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EQL Institutional Buying and Selling by Quarter

ALPS Equal Sector Weight ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Commonwealth Equity Services LLC14,260$1.68M0.0%+1.4%0.495%
4/23/2024 Wealth Effects LLC2,120$250K0.1%-54.1%0.074%
4/23/2024 Raymond James Financial Services Advisors Inc.142,880$16.86M0.0%-2.3%4.961%
4/22/2024 Raymond James & Associates76,419$9.02M0.0%+5.1%2.653%
4/19/2024 Ndwm LLC4,499$531K0.5%N/A0.153%
4/16/2024 Total Investment Management Inc.2,293$271K0.0%-14.8%0.078%
4/16/2024 Maltin Wealth Management Inc.6,725$793K0.4%N/A0.228%
4/15/2024 Revolve Wealth Partners LLC1,830$216K0.0%N/A0.062%
2/26/2024Virtu Financial LLC12,824$1.41M0.1%N/A0.435%
2/9/2024 Wells Fargo & Company MN105,439$11.55M0.0%+168.5%3.574%
2/6/2024 Aveo Capital Partners LLC123,607$13.54M1.6%-13.2%4.190%
2/6/2024 Great Valley Advisor Group Inc.21,007$2.30M0.1%-6.4%0.712%
1/29/2024 ORG Partners LLC5,620$616K0.1%-1.8%0.191%
1/29/2024 Wealth Effects LLC4,616$506K0.2%N/A0.156%
1/24/2024 Stratos Wealth Partners LTD.7,442$815K0.0%+14.1%0.252%
1/24/2024 Comprehensive Financial Consultants Institutional Inc.1,937$212K0.1%N/A0.066%
1/18/2024 Ritholtz Wealth Management1,938$212K0.0%N/A0.066%
1/16/2024 Raymond James Financial Services Advisors Inc.146,213$16.02M0.0%+25.1%4.956%
1/16/2024 Raymond James & Associates72,689$7.96M0.0%+9.9%2.464%
11/13/2023 LPL Financial LLC47,423$4.76M0.0%+8.2%1.608%
11/13/2023 Kestra Advisory Services LLC2,786$279K0.0%N/A0.094%
11/9/2023 UBS Group AG52,473$5.26M0.0%-5.4%1.779%
11/8/2023 Janney Montgomery Scott LLC2,183$219K0.0%-61.5%0.074%
11/8/2023 Oppenheimer Asset Management Inc.187,210$18.78M0.3%-2.1%6.346%
11/7/2023 Great Valley Advisor Group Inc.22,452$2.25M0.1%-3.2%0.761%
11/6/2023 Aveo Capital Partners LLC142,338$14.28M1.9%-1.1%4.825%
10/24/2023 Total Investment Management Inc.2,691$270K0.0%-6.4%0.091%
10/24/2023 Stratos Wealth Partners LTD.6,520$654K0.0%+2.5%0.221%
10/24/2023 Raymond James Financial Services Advisors Inc.116,858$11.72M0.0%+6.1%3.961%
10/24/2023 Raymond James & Associates66,170$6.64M0.0%+17.0%2.243%
10/23/2023Commonwealth Equity Services LLC13,808$1.39M0.0%-6.1%0.468%
10/11/2023 Insight Folios Inc4,234$425K0.2%+72.5%0.144%
8/11/2023 Smith Moore & CO.9,150$955K0.1%+1.1%0.310%
8/11/2023 O Shaughnessy Asset Management LLC4,582$478K0.0%-3.8%0.155%
8/10/2023 Osaic Holdings Inc.39,193$4.09M0.0%-42.6%1.329%
8/10/2023Commonwealth Equity Services LLC14,699$1.53M0.0%-1.2%0.498%
8/9/2023 Jones Financial Companies Lllp591$62K0.0%N/A0.020%
8/8/2023 Aveo Capital Partners LLC143,875$15.02M1.9%+3.4%4.877%
8/7/2023 Lincoln National Corp5,183$541K0.0%-8.3%0.183%
8/4/2023 Envestnet Asset Management Inc.24,608$2.57M0.0%-83.6%0.870%
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8/3/2023 Oppenheimer Asset Management Inc.191,138$19.95M0.3%-1.4%6.754%
8/2/2023 MAI Capital Management3,524$368K0.0%-6.6%0.125%
7/31/2023 LPL Financial LLC43,840$4.58M0.0%+4.6%1.549%
7/28/2023First Republic Investment Management Inc.24,520$2.56M0.0%-22.7%0.866%
7/26/2023 Janney Montgomery Scott LLC5,667$591K0.0%-12.0%0.200%
7/25/2023 Raymond James Financial Services Advisors Inc.110,094$11.49M0.0%+19.7%3.890%
7/25/2023 Raymond James & Associates56,535$5.90M0.0%+4.3%1.998%
7/21/2023 Insight Folios Inc2,455$256K0.1%-10.3%0.087%
7/17/2023 Ritholtz Wealth Management1,938$202K0.0%N/A0.068%
6/14/2023 Atria Wealth Solutions Inc.8,395$836K0.0%N/A0.297%
5/12/2023First Republic Investment Management Inc.31,708$3.16M0.0%-51.9%0.952%
5/11/2023 Beaumont Capital Management LLC142,469$14.18M9.9%N/A4.278%
5/11/2023 Envestnet Asset Management Inc.150,413$14.97M0.0%N/A4.517%
5/10/2023 Oppenheimer Asset Management Inc.193,757$19.28M0.3%+35.1%5.819%
5/10/2023 Gateway Wealth Partners LLC23,495$2.34M0.4%-1.2%0.706%
5/10/2023 MAI Capital Management3,772$375K0.0%-3.9%0.113%
5/10/2023 LPL Financial LLC41,907$4.17M0.0%+8.4%1.258%
5/9/2023 Personal CFO Solutions LLC27,214$2.71M0.6%N/A0.817%
5/8/2023 Beaumont Financial Advisors LLC31,262$3.11M0.3%N/A0.939%
5/3/2023 Axxcess Wealth Management LLC15,693$1.56M0.1%N/A0.471%
5/3/2023 Aveo Capital Partners LLC139,144$13.85M1.8%-1.9%4.178%
5/2/2023 Lincoln National Corp5,651$562K0.0%-3.1%0.170%
4/28/2023 Janney Montgomery Scott LLC6,441$641K0.0%-10.6%0.193%
4/25/2023 Parallel Advisors LLC350$35K0.0%N/A0.011%
4/24/2023 BOK Financial Private Wealth Inc.400$40K0.0%N/A0.012%
4/18/2023 Insight Folios Inc2,737$272K0.1%N/A0.082%
4/14/2023 Raymond James Financial Services Advisors Inc.91,943$9.15M0.0%+54.2%2.761%
4/14/2023 Raymond James & Associates54,201$5.40M0.0%+14.7%1.628%
2/16/2023 Gateway Wealth Partners LLC23,780$2.28M0.4%N/A0.714%
2/13/2023 Smith Moore & CO.8,850$847K0.1%+1.1%0.266%
2/10/2023 O Shaughnessy Asset Management LLC1,938$185K0.0%-26.4%0.058%
2/9/2023 MAI Capital Management3,925$376K0.0%N/A0.118%
2/8/2023 Raymond James Financial Services Advisors Inc.59,629$5.71M0.0%+253.7%1.791%
2/8/2023 Raymond James & Associates47,236$4.52M0.0%+14.0%1.418%
2/8/2023 UBS Group AG70,916$6.79M0.0%-51.7%2.130%
2/8/2023 Lincoln National Corp5,834$558K0.0%+56.0%0.175%
2/7/2023Commonwealth Equity Services LLC14,665$1.40M0.0%+3.1%0.440%
2/7/2023 LPL Financial LLC38,671$3.70M0.0%+57.6%1.161%
2/7/2023 Oppenheimer Asset Management Inc.143,374$13.72M0.2%N/A4.306%
2/3/2023 Aveo Capital Partners LLC141,863$13.58M2.0%+207.0%4.260%
2/1/2023 Total Investment Management Inc.3,734$357K0.1%-99.3%0.112%
1/24/2023 Rockland Trust Co.2,203$211K0.0%-10.1%0.079%
11/10/2022 UBS Group AG146,739$12.94M0.0%+3.2%4.734%
11/9/2022 Aveo Capital Partners LLC46,207$4.08M0.7%+8.1%1.491%
11/4/2022 Lincoln National Corp3,740$330K0.0%+41.8%0.121%
10/25/2022 Janney Montgomery Scott LLC7,247$639K0.0%+2.5%0.239%
10/25/2022 Raymond James & Associates41,435$3.66M0.0%+9.0%1.367%
10/25/2022 Raymond James Financial Services Advisors Inc.16,860$1.49M0.0%+3.3%0.556%
10/24/2022 Stratos Wealth Partners LTD.6,698$591K0.0%-18.2%0.221%
10/19/2022 Rockland Trust Co.2,450$216K0.0%-29.2%0.081%
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10/19/2022 Ritholtz Wealth Management2,634$232K0.0%N/A0.087%
10/13/2022 Total Investment Management Inc.503,579$44.42M9.0%N/A16.786%
8/23/2022 Captrust Financial Advisors1,008$94K0.0%N/A0.043%
8/12/2022 Smith Moore & CO.8,750$819K0.1%+11.5%0.376%
8/11/2022 UBS Group AG142,195$13.31M0.0%-0.5%6.103%
8/5/2022 Aveo Capital Partners LLC42,749$4M0.7%+259.3%1.835%
8/2/2022 Lincoln National Corp2,637$247K0.0%N/A0.113%
7/25/2022 DT Investment Partners LLC4,150$388K0.1%N/A0.178%
7/22/2022 Stratos Wealth Partners LTD.8,187$766K0.0%+2.0%0.351%
7/19/2022Commonwealth Equity Services LLC14,613$1.37M0.0%+1.5%0.627%
(Data available from 1/1/2016 forward)

EQL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQL shares?

During the previous two years, 43 institutional investors and hedge funds held shares of ALPS Equal Sector Weight ETF. The most heavily invested institutionals were Bank of America Corp DE ($31.78M), Oppenheimer Asset Management Inc. ($18.78M), Raymond James Financial Services Advisors Inc. ($16.86M), Beaumont Capital Management LLC ($14.18M), Aveo Capital Partners LLC ($13.54M), Wells Fargo & Company MN ($11.55M), and Raymond James & Associates ($9.02M).Learn more on EQL's institutional investors.

Which institutional investors have been buying ALPS Equal Sector Weight ETF stock?

Of the 37 institutional investors that purchased ALPS Equal Sector Weight ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Total Investment Management Inc. ($503.58K), Oppenheimer Asset Management Inc. ($193.76K), Envestnet Asset Management Inc. ($150.41K), Beaumont Capital Management LLC ($142.47K), Aveo Capital Partners LLC ($134.70K), Raymond James Financial Services Advisors Inc. ($129.90K), and Wells Fargo & Company MN ($66.18K).

How much institutional buying is happening at ALPS Equal Sector Weight ETF?

Institutional investors have bought a total of 1,617,759 shares in the last 24 months. This purchase volume represents approximately $155.88M in transactions.

Which ALPS Equal Sector Weight ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold ALPS Equal Sector Weight ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Total Investment Management Inc. ($500.43K), Envestnet Asset Management Inc. ($125.81K), UBS Group AG ($79.62K), First Republic Investment Management Inc. ($41.40K), Osaic Holdings Inc. ($29.12K), Aveo Capital Partners LLC ($22.99K), and Oppenheimer Asset Management Inc. ($6.55K).

How much institutional selling is happening at ALPS Equal Sector Weight ETF?

Institutional investors have sold a total of 825,357 shares in the last 24 months. This volume of shares sold represents approximately $81.05M in transactions.


This page (NYSEARCA:EQL) was last updated on 5/18/2024 by MarketBeat.com Staff

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