CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q1 2025 (March 31)56holders −1
7new positions
6sold out
2famous investors
$88.92avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, down 1 from Q4 2024. 7 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($52.8M), Mountain Capital Investment Advisors Inc. ($43.7M) and Raymond James Financial Inc. ($38.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- CI Inv SP 500 Equ Weg Ind-Ui
- Filed as
- ALPS ETF TR (Q1 2025)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $44.4M |
| Exits | 6 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,411,864 shares bought and 38,395 shares sold, net +1,373,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Bank of America Corp. | 0.00% | Add +4.9% | 419,146 | $52.8M |
| Mountain Capital Investment Advisors Inc. | 9.37% | New | 1,074,383 | $43.7M |
| Raymond James Financial Inc. | 0.01% | Add +6.9% | 301,508 | $38.0M |
| Morgan Stanley | 0.00% | Add +2.6% | 223,794 | $28.2M |
| Ameriprise Financial Inc. | 0.01% | Add +764.1% | 168,618 | $21.2M |
| Cetera Investment Advisers | 0.02% | Add +5.3% | 79,879 | $10.1M |
| LPL Financial LLC | 0.00% | Add +10.1% | 65,901 | $8.3M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 56,983 | $7.2M |
| Aveo Capital Partners, LLC | 0.90% | Add +201.1% | 130,301 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +31.1% | 26,795 | $3.4M |
| Citadel Advisors | 0.00% | Add +34.5% | 20,995 | $2.6M |
| Gateway Wealth Partners, LLC | 0.59% | Reduce -7.0% | 20,971 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.2% | 19,739 | $2.5M |
| NDWM LLC | 1.94% | Add +1.3% | 15,731 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.3% | 13,403 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.9% | 13,164 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.2% | 12,592 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +20.4% | 11,607 | $1.5M |
| PUREfi Wealth, LLC | 1.40% | Reduce -26.0% | 11,109 | $1.4M |
| UBS Group AG | 0.00% | Reduce -4.2% | 11,058 | $1.4M |
| Smith, Moore & Co. | 0.13% | Add +0.9% | 10,750 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 10,310 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 9,687 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | No change | 9,384 | $1.2M |
| GTS Securities LLC | 0.05% | Reduce -45.7% | 8,893 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +15.5% | 8,446 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.9% | 7,443 | $938K |
| Maltin Wealth Management, Inc. | 0.40% | Add +0.3% | 6,832 | $861K |
| ORG Partners LLC | 0.20% | Add +243.2% | 19,056 | $802K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.6% | 4,501 | $567K |
| Northern Trust Corp. | 0.00% | Reduce -16.3% | 3,252 | $410K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.5% | 2,790 | $351K |
| Delta Capital Management LLC | 0.20% | Add +200.0% | 8,100 | $340K |
| Jones Financial Companies LLLP | 0.00% | Add +68.8% | 2,596 | $324K |
| Gotham Asset Management | 0.00% | New | 2,503 | $315K |
| Advisor Resource Council | 0.02% | New | 2,340 | $295K |
| Total Investment Management Inc. | 0.04% | Add +0.0% | 2,296 | $289K |
| BostonPremier Wealth LLC | 0.17% | Add +0.4% | 2,188 | $276K |
| Corient Private Wealth LP | 0.00% | No change | 2,175 | $274K |
| Ritholtz Wealth Management | 0.01% | No change | 1,938 | $244K |
| Comerica Bank | 0.00% | Reduce -4.8% | 1,935 | $244K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 1,600 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +117.3% | 1,595 | $201K |
| FMR LLC | 0.00% | Reduce -43.9% | 738 | $93K |
| AE Wealth Management LLC | 0.00% | New | 618 | $78K |
| Crewe Advisors LLC | 0.01% | No change | 600 | $76K |
| MAI Capital Management | 0.00% | No change | 591 | $74K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -13.8% | 502 | $63K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 400 | $50K |
| Darwin Wealth Management, LLC | 0.01% | No change | 321 | $40K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 300 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 260 | $33K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 157 | $20K |
| Farther Finance Advisors, LLC | 0.00% | New | 351 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 52 | $7K |
| Arax Advisory Partners | 0.00% | New | 44 | $6K |
"% 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.