Invesco S&P 100 Equal Weight ETF
EQWL
28 hedge funds and large institutions have $14.8M invested in Invesco S&P 100 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
1.18% more ownership
Funds ownership: 29.68% → 30.86% (+1.2%)
3% less funds holding
Funds holding: 29 → 28 (-1)
23% less capital invested
Capital invested by funds: $19.2M → $14.8M (-$4.45M)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.74M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$914K |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$109K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$62.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$43.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$593K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$444K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$329K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$278K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | – | – | – |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $2.39K | – | – | – |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | – | – | – |
|
|
RJFSA
29
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$329K | -5,333 | Closed |
|
|
IFWM
30
Institute for Wealth Management
Denver,
Colorado
| – | -$37K | -600 | Closed |
|
EQWL Hedge Fund Activity: Q1 2020 in Review
28 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q1 2020, worth a combined $14.8M — down 23% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQWL positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.74M. The largest seller was Morgan Stanley, cutting an estimated $1.24M.
- 28 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q1 2020, down from 29 in Q4 2019.
- Funds reported $14.8M of Invesco S&P 100 Equal Weight ETF stock for Q1 2020, down 23% quarter-over-quarter.
- 3 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q1 2020 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 100 Equal Weight ETF buyer in Q1 2020 was LPL Financial, an estimated $1.74M added.
- The largest Invesco S&P 100 Equal Weight ETF seller in Q1 2020 was Morgan Stanley, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2020.