Summary
EQL Chart
ETFs to Buy and Hold for a Long-Term Investment Strategy
Markets remain volatile amid inflation worries, geopolitical tensions and AI concerns. Explore ETFs to buy and hold for long-term growth and diversification.
EQL: Balanced By Design, Cheap As A Result
ALPS Equal Sector Weight ETF offers structural diversification by shrinking tech exposure, but consistently lags SPY in returns. Recent strategy changes mean EQL now directly holds S&P 500 stocks instead of sector ETFs. EQL's value tilt is compelling amid historically cheap valuations and rising rates, yet its value exposure is less precise than specialized ETFs.
Should ALPS Equal Sector Weight ETF (EQL) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the ALPS Equal Sector Weight ETF (EQL) is a passively managed exchange traded fund launched on July 7, 2009.
Alps Equal Sector Weight ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 104,035 | $5.25M | $5.42M | $170,091.97 | 3.24% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,967 | $90,352.86 | $102,451.19 | $12,098.33 | 13.39% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,729 | $217,716.12 | $246,286.32 | $28,570.2 | 13.12% |
| MS Matthew Sutula ALPS ADVISORS Inc. | 22,975 | $1.16M | $1.2M | $39,517 | 3.41% |
| JT John Taylor-Jones Private Client Services LLC | 15,231 | $726,622.11 | $792,621.26 | $65,999.15 | 9.08% |
Alps Equal Sector Weight ETF (EQL) FAQ
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Alps Equal Sector Weight ETF Profile
| ARCA Exchange | US Country |
Overview
The described fund operates on a principle known as a "fund of funds" strategy, primarily aimed at tracking the performance of a specific underlying index. This underlying index is composed uniquely of ETFs, specifically all active Select Sector SPDR® ETFs, which are aggregated into an equal weighted portfolio. The goal of the fund is to closely mimic the index's performance by allocating at least 90% of its total assets into the shares of these Underlying Sector ETFs. An important aspect of this fund is its non-diversified nature, meaning it does not spread its investments across a broad spectrum of securities, but rather focuses on the specified ETFs within its strategy.
Products and Services
The fund's investment strategy revolves around the following key product and service:
- Underlying Sector ETF Investment
The cornerstone of the fund's operation is its investment in the shares of Underlying Sector ETFs. These ETFs are part of the Select Sector SPDR® series, which breaks down the broader market into specific sectors. By investing at least 90% of its total assets in these sector-specific ETFs, the fund aims to replicate the performance of its underlying index. This underlying index is a unique combination of all active Select Sector SPDR® ETFs, equally weighted to foster a balanced exposure across different sectors of the economy. The fund's focus on these ETFs underlines its targeted approach towards sector-specific investment, leveraging the benefits of sectoral performance while also engaging in a broader market strategy indirectly through the ETF's diversified holdings within each sector.
Contact Information
