We are live on ! Find out more
EQWL icon

Invesco S&P 100 Equal Weight ETF

50 hedge funds and large institutions have $48.3M invested in Invesco S&P 100 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

28% more funds holding

Funds holding: 3950 (+11)

21% more capital invested

Capital invested by funds: $39.8M → $48.3M (+$8.5M)

1.16% less ownership

Funds ownership: 34.25%33.08% (-1.2%)

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$260K +$257K +3,486 New
GVAG
27
Great Valley Advisor Group
Delaware
$255K +$252K +3,410 New
RJA
28
Raymond James & Associates
Florida
$255K
TFS
29
Thoroughbred Financial Services
Tennessee
$223K -$75.4K -1,022 -25%
UWPG
30
Ullmann Wealth Partners Group
Florida
$219K +$216K +2,922 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$214K +$211K +2,863 New
ACA
32
Aptus Capital Advisors
Alabama
$188K
HF
33
Halpern Financial
Virginia
$95.4K
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$85K +$47.2K +640 +129%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$46K
TLA
36
Tanglewood Legacy Advisors
Texas
$42.7K +$42K +570 New
CFGS
37
Concourse Financial Group Securities
Alabama
$30.5K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$29.9K -$246K -3,339 -89%
SPIA
39
Steward Partners Investment Advisory
New York
$29.9K
AWM
40
Aspire Wealth Management
Massachusetts
$29.3K +$148 +2 +0.5%
AIP
41
Ameritas Investment Partners
Nebraska
$22.3K
IA
42
IFP Advisors
Florida
$19K -$11.8K -160 -31%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$18.9K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$16K +$1.99K +27 +15%
PA
45
PSI Advisors
Florida
$11.5K +$74 +1 +0.7%
Simplex Trading
46
Simplex Trading
Illinois
$9K -$14.8K -200 -62%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$7.34K +$7.23K +98 New
US Bancorp
48
US Bancorp
Minnesota
$4.87K
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.74K
HI
50
Harbour Investments
Wisconsin
$978 +$959 +13 New

EQWL Hedge Fund Activity: Q4 2022 in Review

50 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q4 2022, worth a combined $48.3M — up 21% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EQWL positions and 1 closed out — a net gain of 11 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.02M. The largest seller was NewEdge Advisors, cutting an estimated $2.8M.

  • 50 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $48.3M of Invesco S&P 100 Equal Weight ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q4 2022 and 1 closed out, a net change of +11 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q4 2022 was LPL Financial, an estimated $2.02M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q4 2022 was NewEdge Advisors, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2022.