CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q4 2024 (December 31)57holders +5
8new positions
2sold out
1famous investor
$125.25avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 2 sold out. The largest holders were Bank of America Corp. ($50.1M), Raymond James Financial Inc. ($35.3M) and Morgan Stanley ($27.3M). 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 (Q4 2024)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 2 | $253K |
All 13F filers, Q3 2024 → Q4 2024: 93,875 shares bought and 31,245 shares sold, net +62,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Bank of America Corp. | 0.00% | Reduce -1.6% | 399,616 | $50.1M |
| Raymond James Financial Inc. | 0.01% | — | 281,973 | $35.3M |
| Morgan Stanley | 0.00% | Add +7.8% | 218,133 | $27.3M |
| Cetera Investment Advisers | 0.02% | Add +6.4% | 75,835 | $9.5M |
| LPL Financial LLC | 0.00% | Add +9.7% | 59,846 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +13.7% | 54,963 | $6.9M |
| Aveo Capital Partners, LLC | 0.59% | Reduce -6.0% | 43,270 | $5.4M |
| Gateway Wealth Partners, LLC | 0.73% | Reduce -1.9% | 22,547 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +2.8% | 20,437 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -3.7% | 19,783 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +420.5% | 19,513 | $2.4M |
| GTS Securities LLC | 0.10% | New | 16,391 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,892 | $2.0M |
| Citadel Advisors | 0.00% | Add +110.8% | 15,614 | $2.0M |
| NDWM LLC | 1.63% | Reduce -0.2% | 15,529 | $1.9M |
| PUREfi Wealth, LLC | 1.84% | — | 15,014 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 12,916 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.5% | 12,617 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.0% | 11,620 | $1.5M |
| UBS Group AG | 0.00% | Reduce -21.3% | 11,540 | $1.4M |
| Smith, Moore & Co. | 0.12% | Add +4.4% | 10,650 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 9,970 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +21.9% | 9,640 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +29.7% | 9,409 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | No change | 9,384 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.1% | 7,591 | $951K |
| CreativeOne Wealth, LLC | 0.03% | Add +22.1% | 7,315 | $916K |
| Maltin Wealth Management, Inc. | 0.42% | Add +0.5% | 6,808 | $853K |
| ORG Partners LLC | 0.10% | No change | 5,553 | $696K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.0% | 4,574 | $573K |
| Northern Trust Corp. | 0.00% | No change | 3,885 | $487K |
| JPMorgan Chase & Co. | 0.00% | New | 3,806 | $477K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.1% | 3,190 | $400K |
| Delta Capital Management LLC | 0.20% | New | 2,700 | $338K |
| Lido Advisors, LLC | 0.00% | New | 2,303 | $288K |
| Total Investment Management Inc. | 0.04% | Add +0.0% | 2,295 | $287K |
| BostonPremier Wealth LLC | 0.17% | — | 2,179 | $273K |
| Corient Private Wealth LP | 0.00% | New | 2,175 | $272K |
| Comerica Bank | 0.00% | No change | 2,032 | $255K |
| Ritholtz Wealth Management | 0.01% | No change | 1,938 | $243K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 1,600 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +36.2% | 1,538 | $193K |
| FMR LLC | 0.00% | Reduce -31.1% | 1,316 | $165K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +182.3% | 734 | $92K |
| GeoWealth Management, LLC | 0.00% | New | 654 | $82K |
| Crewe Advisors LLC | 0.01% | No change | 600 | $75K |
| MAI Capital Management | 0.00% | New | 591 | $74K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.6% | 582 | $73K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 400 | $50K |
| Darwin Wealth Management, LLC | 0.01% | New | 321 | $40K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 300 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2500.0% | 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% | No change | 61 | $8K |
| Global Retirement Partners, LLC | 0.00% | Add +28.3% | 59 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 52 | $7K |
"% 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.