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ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

$128.82 -0.90 (-0.69%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$33.57M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.35M
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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
11/14/2024 CreativeOne Wealth LLC5,989$764K0.0%N/A0.207%
11/13/2024 FMR LLC1,909$244K0.0%-15.5%0.066%
11/12/2024 Great Valley Advisor Group Inc.20,542$2.62M0.1%-1.3%0.708%
10/25/2024 Gateway Wealth Partners LLC22,979$2.93M0.8%+9.9%0.792%
10/22/2024 Ndwm LLC15,558$1.99M1.6%+241.9%0.536%
10/18/2024Raymond James & Associates116,805$14.90M0.0%+45.2%4.028%
8/22/2024 Cetera Investment Advisers66,337$7.82M0.0%+393.2%2.287%
8/16/2024 Gateway Wealth Partners LLC20,909$2.47M0.7%-5.8%0.721%
8/2/2024 Aveo 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%
7/26/2024 1900 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%
7/16/2024 Great 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%
5/24/2024 Cetera Investment Advisers13,450$1.59M0.0%N/A0.464%
4/29/2024Commonwealth Equity Services LLC14,260$1.68M0.0%+1.4%0.495%
4/23/2024 Wealth 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%
4/19/2024 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%
4/15/2024Revolve 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%
1/24/2024Stratos 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%
1/16/2024Raymond 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%
11/13/2023 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%
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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%
10/24/2023Stratos 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%
10/11/2023 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%
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%
7/25/2023Raymond 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%
7/21/2023 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%
4/14/2023Raymond 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%
2/16/2023 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%
2/8/2023Raymond James Financial Services Advisors Inc.59,629$5.71M0.0%+253.7%1.791%
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2/8/2023Raymond 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%
(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, 44 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 35 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 1,147,335 shares in the last 24 months. This purchase volume represents approximately $117.90M 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 11/17/2024 by MarketBeat.com Staff
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