Free Trial

ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

$128.86 +0.80 (+0.62%)
As of 01/17/2025 04:10 PM Eastern

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)
$29.98M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.35M
Get EQL Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS Equal Sector Weight ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/16/2025Delta Capital Management LLC2,700$338K0.1%N/A0.093%
11/14/2024CreativeOne Wealth LLC5,989$764K0.0%N/A0.207%
11/13/2024FMR LLC1,909$244K0.0%-15.5%0.066%
11/12/2024Great Valley Advisor Group Inc.20,542$2.62M0.1%-1.3%0.708%
10/25/2024Gateway Wealth Partners LLC22,979$2.93M0.8%+9.9%0.792%
10/22/2024Ndwm LLC15,558$1.99M1.6%+241.9%0.536%
10/18/2024Raymond James & Associates116,805$14.90M0.0%+45.2%4.028%
8/22/2024Cetera Investment Advisers66,337$7.82M0.0%+393.2%2.287%
8/16/2024Gateway Wealth Partners LLC20,909$2.47M0.7%-5.8%0.721%
8/2/2024Aveo Capital Partners LLC49,369$5.82M0.7%-2.2%1.702%
7/31/2024Commonwealth Equity Services LLC14,112$1.66M0.0%-1.0%0.487%
7/26/20241900 Wealth Management LLC9,384$1.11M0.1%N/A0.324%
7/20/2024Raymond James Financial Services Advisors Inc.148,741$17.54M0.0%+4.1%5.129%
7/19/2024Raymond James & Associates80,426$9.48M0.0%+5.2%2.773%
7/16/2024 ORG Partners LLC5,587$656K0.1%N/A0.193%
7/16/2024Great Valley Advisor Group Inc.20,806$2.45M0.1%-0.6%0.717%
5/24/2024Cetera Advisors LLC5,335$629K0.0%+24.8%0.184%
5/24/2024Cetera Investment Advisers13,450$1.59M0.0%N/A0.464%
4/29/2024Commonwealth Equity Services LLC14,260$1.68M0.0%+1.4%0.495%
4/23/2024Wealth Effects LLC2,120$250K0.1%-54.1%0.074%
4/23/2024Raymond James Financial Services Advisors Inc.142,880$16.86M0.0%-2.3%4.961%
4/22/2024Raymond James & Associates76,419$9.02M0.0%+5.1%2.653%
4/19/2024Ndwm LLC4,499$531K0.5%N/A0.153%
4/16/2024Total Investment Management Inc.2,293$271K0.0%-14.8%0.078%
4/16/2024Maltin Wealth Management Inc.6,725$793K0.4%N/A0.228%
4/15/2024Revolve Wealth Partners LLC1,830$216K0.0%N/A0.062%
2/26/2024Virtu Financial LLC12,824$1.41M0.1%N/A0.435%
2/9/2024Wells Fargo & Company MN105,439$11.55M0.0%+168.5%3.574%
2/6/2024Aveo Capital Partners LLC123,607$13.54M1.6%-13.2%4.190%
2/6/2024Great 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%
1/29/2024Wealth Effects LLC4,616$506K0.2%N/A0.156%
1/24/2024Stratos Wealth Partners LTD.7,442$815K0.0%+14.1%0.252%
1/24/2024Comprehensive Financial Consultants Institutional Inc.1,937$212K0.1%N/A0.066%
1/18/2024 Ritholtz Wealth Management1,938$212K0.0%N/A0.066%
1/16/2024Raymond James Financial Services Advisors Inc.146,213$16.02M0.0%+25.1%4.956%
1/16/2024Raymond James & Associates72,689$7.96M0.0%+9.9%2.464%
11/13/2023LPL Financial LLC47,423$4.76M0.0%+8.2%1.608%
11/13/2023Kestra Advisory Services LLC2,786$279K0.0%N/A0.094%
11/9/2023UBS Group AG52,473$5.26M0.0%-5.4%1.779%
Henry Kissinger’s warning of Trump (Ad)

In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have as much as 10-fold potential over the next four years…but only for those who get in now before Trump enters the Oval Office and unleashes America’s full economic might.

There’s only a few days left to act. 
11/8/2023Janney Montgomery Scott LLC2,183$219K0.0%-61.5%0.074%
11/8/2023Oppenheimer Asset Management Inc.187,210$18.78M0.3%-2.1%6.346%
11/7/2023Great Valley Advisor Group Inc.22,452$2.25M0.1%-3.2%0.761%
11/6/2023Aveo Capital Partners LLC142,338$14.28M1.9%-1.1%4.825%
10/24/2023Total Investment Management Inc.2,691$270K0.0%-6.4%0.091%
10/24/2023Stratos Wealth Partners LTD.6,520$654K0.0%+2.5%0.221%
10/24/2023Raymond James Financial Services Advisors Inc.116,858$11.72M0.0%+6.1%3.961%
10/24/2023Raymond James & Associates66,170$6.64M0.0%+17.0%2.243%
10/23/2023Commonwealth Equity Services LLC13,808$1.39M0.0%-6.1%0.468%
10/11/2023Insight Folios Inc4,234$425K0.2%+72.5%0.144%
8/11/2023Smith Moore & CO.9,150$955K0.1%+1.1%0.310%
8/11/2023O Shaughnessy Asset Management LLC4,582$478K0.0%-3.8%0.155%
8/10/2023Osaic 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%
8/9/2023Jones Financial Companies Lllp591$62K0.0%N/A0.020%
8/8/2023Aveo Capital Partners LLC143,875$15.02M1.9%+3.4%4.877%
8/7/2023Lincoln National Corp5,183$541K0.0%-8.3%0.183%
8/4/2023Envestnet Asset Management Inc.24,608$2.57M0.0%-83.6%0.870%
8/3/2023Oppenheimer Asset Management Inc.191,138$19.95M0.3%-1.4%6.754%
8/2/2023MAI Capital Management3,524$368K0.0%-6.6%0.125%
7/31/2023LPL 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%
7/26/2023Janney Montgomery Scott LLC5,667$591K0.0%-12.0%0.200%
7/25/2023Raymond James Financial Services Advisors Inc.110,094$11.49M0.0%+19.7%3.890%
7/25/2023Raymond James & Associates56,535$5.90M0.0%+4.3%1.998%
7/21/2023Insight Folios Inc2,455$256K0.1%-10.3%0.087%
7/17/2023 Ritholtz Wealth Management1,938$202K0.0%N/A0.068%
6/14/2023Atria 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%
5/11/2023Beaumont Capital Management LLC142,469$14.18M9.9%N/A4.278%
5/11/2023Envestnet Asset Management Inc.150,413$14.97M0.0%N/A4.517%
5/10/2023Oppenheimer Asset Management Inc.193,757$19.28M0.3%+35.1%5.819%
5/10/2023Gateway Wealth Partners LLC23,495$2.34M0.4%-1.2%0.706%
5/10/2023MAI Capital Management3,772$375K0.0%-3.9%0.113%
5/10/2023LPL Financial LLC41,907$4.17M0.0%+8.4%1.258%
5/9/2023Personal CFO Solutions LLC27,214$2.71M0.6%N/A0.817%
5/8/2023Beaumont Financial Advisors LLC31,262$3.11M0.3%N/A0.939%
5/3/2023Axxcess Wealth Management LLC15,693$1.56M0.1%N/A0.471%
5/3/2023Aveo Capital Partners LLC139,144$13.85M1.8%-1.9%4.178%
5/2/2023Lincoln National Corp5,651$562K0.0%-3.1%0.170%
4/28/2023Janney Montgomery Scott LLC6,441$641K0.0%-10.6%0.193%
4/25/2023Parallel Advisors LLC350$35K0.0%N/A0.011%
4/24/2023BOK Financial Private Wealth Inc.400$40K0.0%N/A0.012%
4/18/2023Insight Folios Inc2,737$272K0.1%N/A0.082%
4/14/2023Raymond James Financial Services Advisors Inc.91,943$9.15M0.0%+54.2%2.761%
4/14/2023Raymond James & Associates54,201$5.40M0.0%+14.7%1.628%
2/16/2023Gateway Wealth Partners LLC23,780$2.28M0.4%N/A0.714%
2/13/2023Smith Moore & CO.8,850$847K0.1%+1.1%0.266%
2/10/2023O Shaughnessy Asset Management LLC1,938$185K0.0%-26.4%0.058%
2/9/2023MAI Capital Management3,925$376K0.0%N/A0.118%
Henry Kissinger’s warning of Trump (Ad)

In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have as much as 10-fold potential over the next four years…but only for those who get in now before Trump enters the Oval Office and unleashes America’s full economic might.

There’s only a few days left to act. 
2/8/2023Raymond James Financial Services Advisors Inc.59,629$5.71M0.0%+253.7%1.791%
2/8/2023Raymond James & Associates47,236$4.52M0.0%+14.0%1.418%
2/8/2023UBS Group AG70,916$6.79M0.0%-51.7%2.130%
2/8/2023Lincoln National Corp5,834$558K0.0%+56.0%0.175%
2/7/2023Commonwealth Equity Services LLC14,665$1.40M0.0%+3.1%0.440%
2/7/2023LPL Financial LLC38,671$3.70M0.0%+57.6%1.161%
2/7/2023Oppenheimer Asset Management Inc.143,374$13.72M0.2%N/A4.306%
2/3/2023Aveo Capital Partners LLC141,863$13.58M2.0%+207.0%4.260%
2/1/2023Total 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%
(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, 45 institutional investors and hedge funds held shares of ALPS Equal Sector Weight ETF. The most heavily invested institutionals were Oppenheimer Asset Management Inc. ($18.78M), Raymond James Financial Services Advisors Inc. ($17.54M), Raymond James & Associates ($14.90M), Beaumont Capital Management LLC ($14.18M), Wells Fargo & Company MN ($11.55M), Cetera Investment Advisers ($7.82M), and Aveo Capital Partners LLC ($5.82M).Learn more on EQL's institutional investors.

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

Of the 36 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: Oppenheimer Asset Management Inc. ($193.76K), Envestnet Asset Management Inc. ($150.41K), Beaumont Capital Management LLC ($142.47K), Raymond James Financial Services Advisors Inc. ($135.21K), Aveo Capital Partners LLC ($100.39K), Raymond James & Associates ($75.37K), and Cetera Investment Advisers ($66.34K).

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

Institutional investors have bought a total of 1,150,035 shares in the last 24 months. This purchase volume represents approximately $118.23M 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 ($78.83K), First Republic Investment Management Inc. ($41.40K), Osaic Holdings Inc. ($29.12K), Aveo Capital Partners LLC ($24.10K), 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 825,342 shares in the last 24 months. This volume of shares sold represents approximately $81.14M in transactions.



This page (NYSEARCA:EQL) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners