ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 346 filers reported holding ALPS ETF TR in Q4 2013. The put-call ratio across all filers is 17.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $786,000 | -42.7% | 83,930 | -26.8% | 0.15% | -46.7% |
| Q2 2017 | $1,371,000 | -6.8% | 114,610 | -1.0% | 0.29% | -14.5% |
| Q1 2017 | $1,471,000 | +31.8% | 115,760 | +30.6% | 0.34% | +41.4% |
| Q4 2016 | $1,116,000 | +10.4% | 88,610 | +11.2% | 0.24% | -0.8% |
| Q3 2016 | $1,011,000 | -4.6% | 79,685 | -4.4% | 0.24% | -5.9% |
| Q2 2016 | $1,060,000 | +7.2% | 83,355 | -8.0% | 0.26% | +4.5% |
| Q1 2016 | $989,000 | -17.3% | 90,610 | -8.7% | 0.24% | -14.6% |
| Q4 2015 | $1,196,000 | +37.5% | 99,240 | +42.3% | 0.29% | +27.0% |
| Q3 2015 | $870,000 | -0.7% | 69,750 | +23.9% | 0.23% | 0.0% |
| Q2 2015 | $876,000 | +10.9% | 56,305 | +18.2% | 0.23% | +11.3% |
| Q1 2015 | $790,000 | -6.9% | 47,650 | -1.7% | 0.20% | -8.1% |
| Q4 2014 | $849,000 | +22.5% | 48,450 | +33.9% | 0.22% | +6.8% |
| Q3 2014 | $693,000 | -1.4% | 36,176 | -2.3% | 0.21% | -1.4% |
| Q2 2014 | $703,000 | +18.0% | 37,026 | +9.8% | 0.21% | +7.7% |
| Q1 2014 | $596,000 | -3.2% | 33,731 | -2.7% | 0.20% | -6.2% |
| Q4 2013 | $616,000 | -33.0% | 34,650 | -33.7% | 0.21% | -28.0% |
| Q3 2013 | $919,000 | -11.7% | 52,255 | -10.4% | 0.29% | -20.6% |
| Q2 2013 | $1,041,000 | – | 58,340 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MPS Loria Financial Planners, LLC | 1,730,925 | $17,361,000 | 11.51% |
| Emerson Wealth, LLC | 1,198,574 | $12,022,000 | 9.18% |
| SIMON QUICK ADVISORS, LLC | 2,049,120 | $20,553,000 | 8.57% |
| Boothe Investment Group, Inc. | 552,311 | $5,540,000 | 6.91% |
| Baystate Wealth Management LLC | 4,555,204 | $45,506,000 | 6.02% |
| VCU Investment Management Co | 2,350,642 | $23,577,000 | 5.72% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1,089,285 | $10,926,000 | 5.12% |
| Crestone Asset Management LLC | 1,259,919 | $12,637,000 | 4.46% |
| Diameter Capital Partners LP | 1,250,000 | $12,538,000 | 4.39% |
| Credit Capital Investments LLC | 400,000 | $4,012,000 | 4.32% |