CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q3 2024 (September 30)52holders +4
8new positions
4sold out
1famous investor
$127.58avg. 13F price*
At the end of Q3 2024, 52 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, up 4 from Q2 2024. 8 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($51.8M), Morgan Stanley ($25.8M) and Raymond James Financial Services Advisors, Inc. ($19.7M). 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 (Q3 2024)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 4 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 110,479 shares bought and 89,274 shares sold, net +21,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Bank of America Corp. | 0.00% | Add +0.1% | 406,283 | $51.8M |
| Morgan Stanley | 0.00% | Add +4.1% | 202,308 | $25.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.7% | 154,259 | $19.7M |
| Raymond James & Associates | 0.01% | Add +45.2% | 116,805 | $14.9M |
| Cetera Investment Advisers | 0.02% | Add +7.5% | 71,287 | $9.1M |
| LPL Financial LLC | 0.00% | Add +36.3% | 54,537 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 48,333 | $6.2M |
| Aveo Capital Partners, LLC | 0.62% | Reduce -6.8% | 46,009 | $5.9M |
| Gateway Wealth Partners, LLC | 0.81% | Add +9.9% | 22,979 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +46.5% | 22,370 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.3% | 20,542 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.1% | 19,885 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.1% | 15,892 | $2.0M |
| NDWM LLC | 1.64% | Add +241.9% | 15,558 | $2.0M |
| UBS Group AG | 0.00% | Reduce -72.6% | 14,657 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.7% | 13,004 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.9% | 12,185 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.0% | 10,863 | $1.4M |
| Smith, Moore & Co. | 0.12% | Reduce -0.5% | 10,200 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.2% | 10,005 | $1.3M |
| 1900 Wealth Management LLC | 0.10% | No change | 9,384 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -62.9% | 7,906 | $1.0M |
| Citadel Advisors | 0.00% | New | 7,407 | $945K |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 7,253 | $925K |
| Maltin Wealth Management, Inc. | 0.42% | Add +0.4% | 6,776 | $865K |
| CreativeOne Wealth, LLC | 0.03% | New | 5,989 | $764K |
| ORG Partners LLC | 0.11% | Reduce -0.6% | 5,553 | $708K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 4,575 | $589K |
| Insight Folios Inc | 0.19% | Reduce -0.6% | 4,166 | $531K |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 3,885 | $496K |
| Ameriprise Financial Inc. | 0.00% | Add +14.1% | 3,749 | $478K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.6% | 3,125 | $399K |
| Total Investment Management Inc. | 0.03% | No change | 2,294 | $293K |
| Comerica Bank | 0.00% | Reduce -32.3% | 2,032 | $259K |
| Ritholtz Wealth Management | 0.01% | No change | 1,938 | $247K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 1,937 | $247K |
| FMR LLC | 0.00% | Reduce -15.5% | 1,909 | $244K |
| Raymond James Trust N.A. | 0.00% | New | 1,670 | $213K |
| Van Cleef Asset Management,Inc | 0.02% | New | 1,600 | $204K |
| Jones Financial Companies LLLP | 0.00% | Add +250.6% | 1,129 | $144K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -22.1% | 604 | $77K |
| Crewe Advisors LLC | 0.01% | No change | 600 | $77K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 400 | $51K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 300 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 260 | $33K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 157 | $20K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 140 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | New | 61 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 52 | $7K |
| Avior Wealth Management, LLC | 0.00% | New | 47 | $6K |
| Global Retirement Partners, LLC | 0.00% | Add +31.4% | 46 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 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.