CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q1 2024 (March 31)46holders
1famous investor
$117.87avg. 13F price*
At the end of Q1 2024, 46 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings. The largest holders were Bank of America Corp. ($46.5M), Morgan Stanley ($21.0M) and Raymond James Financial Services Advisors, Inc. ($16.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- CI Inv SP 500 Equ Weg Ind-Ui
- Filed as
- ALPS ETF TR (Q1 2024)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 6 | $24.8M |
Ownership 46 holders
| Bank of America Corp. | 0.00% | Reduce -6.2% | 393,895 | $46.5M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 177,812 | $21.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.3% | 142,880 | $16.9M |
| Raymond James & Associates | 0.01% | Add +5.1% | 76,419 | $9.0M |
| UBS Group AG | 0.00% | Add +0.7% | 54,382 | $6.4M |
| Aveo Capital Partners, LLC | 0.63% | Reduce -59.2% | 50,480 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -58.3% | 44,014 | $5.2M |
| LPL Financial LLC | 0.00% | Add +1.7% | 39,350 | $4.6M |
| Gateway Wealth Partners, LLC | 0.94% | Reduce -6.7% | 22,188 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 21,202 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -0.4% | 20,923 | $2.5M |
| Citadel Advisors | 0.00% | Add +27.2% | 17,494 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,750 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.8% | 14,328 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 14,260 | $1.7M |
| Cetera Investment Advisers | 0.00% | New | 13,450 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.1% | 13,025 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.3% | 11,083 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +41.3% | 10,512 | $1.2M |
| Smith, Moore & Co. | 0.13% | Add +3.0% | 10,150 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +10.7% | 6,924 | $817K |
| Maltin Wealth Management, Inc. | 0.45% | New | 6,725 | $793K |
| Lincoln National Corp. | 0.01% | Add +0.4% | 5,159 | $609K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.6% | 4,623 | $545K |
| NDWM LLC | 0.48% | New | 4,499 | $531K |
| GTS Securities LLC | 0.01% | Reduce -4.0% | 4,256 | $502K |
| Insight Folios Inc | 0.20% | Reduce -1.9% | 4,175 | $493K |
| Northern Trust Corp. | 0.00% | Reduce -12.6% | 4,055 | $478K |
| Comerica Bank | 0.00% | Reduce -0.1% | 3,416 | $403K |
| Royal Bank of Canada | 0.00% | Reduce -85.3% | 3,317 | $391K |
| Ameriprise Financial Inc. | 0.00% | New | 3,305 | $390K |
| MAI Capital Management | 0.00% | Reduce -7.8% | 3,276 | $387K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,075 | $363K |
| Total Investment Management Inc. | 0.03% | Reduce -14.8% | 2,293 | $271K |
| Wealth Effects LLC | 0.09% | Reduce -54.1% | 2,120 | $250K |
| Ritholtz Wealth Management | 0.01% | No change | 1,938 | $229K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | No change | 1,937 | $229K |
| Revolve Wealth Partners, LLC | 0.04% | New | 1,830 | $216K |
| FMR LLC | 0.00% | Reduce -0.1% | 1,730 | $204K |
| Raymond James Trust N.A. | 0.00% | New | 1,728 | $204K |
| Crewe Advisors LLC | 0.01% | No change | 600 | $71K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 400 | $47K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 157 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 140 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 52 | $6K |
| Global Retirement Partners, LLC | 0.00% | New | 35 | $4K |
"% of holder's portfolio" is EQL's weight in each manager's 13F, not the share of CI Inv SP 500 Equ Weg Ind-Ui the manager owns.