CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q2 2024 (June 30)48holders +2
7new positions
5sold out
$117.89avg. 13F price*
At the end of Q2 2024, 48 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, up 2 from Q1 2024. 7 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($47.8M), Morgan Stanley ($22.9M) and Raymond James Financial Services Advisors, Inc. ($17.5M).
- Company
- CI Inv SP 500 Equ Weg Ind-Ui
- Filed as
- ALPS ETF TR (Q2 2024)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.9M |
| Exits | 5 | $3.3M |
All 13F filers, Q1 2024 → Q2 2024: 156,052 shares bought and 38,704 shares sold, net +117,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Bank of America Corp. | 0.00% | Add +3.0% | 405,879 | $47.8M |
| Morgan Stanley | 0.00% | Add +9.3% | 194,305 | $22.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.1% | 148,741 | $17.5M |
| Raymond James & Associates | 0.01% | Add +5.2% | 80,426 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +393.2% | 66,337 | $7.8M |
| UBS Group AG | 0.00% | Reduce -1.8% | 53,433 | $6.3M |
| Aveo Capital Partners, LLC | 0.66% | Reduce -2.2% | 49,369 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +9.0% | 47,959 | $5.7M |
| LPL Financial LLC | 0.00% | Add +1.7% | 40,009 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +542.7% | 21,318 | $2.5M |
| Gateway Wealth Partners, LLC | 0.74% | Reduce -5.8% | 20,909 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -0.6% | 20,806 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +38.9% | 19,905 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.2% | 17,138 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,750 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 15,267 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 14,112 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.0% | 12,078 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +11.6% | 11,727 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.5% | 11,139 | $1.3M |
| Smith, Moore & Co. | 0.12% | Add +1.0% | 10,250 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | New | 9,384 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +3.8% | 7,187 | $847K |
| Maltin Wealth Management, Inc. | 0.43% | Add +0.4% | 6,749 | $796K |
| ORG Partners LLC | 0.08% | New | 5,587 | $656K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.0% | 4,578 | $540K |
| NDWM LLC | 0.48% | Add +1.1% | 4,550 | $536K |
| Insight Folios Inc | 0.20% | Add +0.4% | 4,192 | $494K |
| Northern Trust Corp. | 0.00% | No change | 4,055 | $478K |
| GTS Securities LLC | 0.01% | Reduce -6.9% | 3,962 | $467K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 3,286 | $387K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 3,231 | $381K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,075 | $363K |
| Comerica Bank | 0.00% | Reduce -12.2% | 3,000 | $354K |
| Total Investment Management Inc. | 0.04% | Add +0.0% | 2,294 | $270K |
| FMR LLC | 0.00% | Add +30.6% | 2,259 | $266K |
| Jane Street Group, LLC | 0.00% | New | 2,098 | $247K |
| Ritholtz Wealth Management | 0.01% | No change | 1,938 | $228K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 1,937 | $228K |
| Smartleaf Asset Management LLC | 0.01% | New | 775 | $91K |
| Crewe Advisors LLC | 0.01% | No change | 600 | $71K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 400 | $47K |
| Jones Financial Companies LLLP | 0.00% | New | 322 | $38K |
| 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% | No change | 35 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 10 | $1K |
"% 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.