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Invesco S&P 100 Equal Weight ETF

48 hedge funds and large institutions have $56.3M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,031% more call options, than puts

Call options by funds: $882K | Put options by funds: $78K

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $48.3M → $56.3M (+$8.02M)

3.86% less ownership

Funds ownership: 33.08%29.22% (-3.9%)

4% less funds holding

Funds holding: 5048 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
8
Closed
9
Calls
$882K
Puts
$78K
Net Calls
+$804K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$336K +$34.6K +447 +12%
NWMG
27
National Wealth Management Group
Ohio
$295K +$298K +3,848 New
CFA
28
Cahill Financial Advisors
Minnesota
$267K -$31.3K -404 -11%
RJA
29
Raymond James & Associates
Florida
$265K
Belvedere Trading
30
Belvedere Trading
Illinois
$247K +$245K +3,167 New
TFS
31
Thoroughbred Financial Services
Tennessee
$233K +$233 +3 +0.1%
UWPG
32
Ullmann Wealth Partners Group
Florida
$229K +$1.01K +13 +0.4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$223K
HF
34
Halpern Financial
Virginia
$99.5K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$49K +$310 +4 +0.6%
TLA
36
Tanglewood Legacy Advisors
Texas
$44.5K
CFGS
37
Concourse Financial Group Securities
Alabama
$31.8K
SPIA
38
Steward Partners Investment Advisory
New York
$31.2K
AWM
39
Aspire Wealth Management
Massachusetts
$30.7K +$155 +2 +0.5%
PCA
40
Providence Capital Advisors
North Carolina
$26.9K +$26.7K +344 New
AIP
41
Ameritas Investment Partners
Nebraska
$23.3K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$19.7K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$16K
PA
44
PSI Advisors
Florida
$12K +$78 +1 +0.7%
HBW
45
Hazlett, Burt & Watson
West Virginia
$9K +$8.6K +111 New
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.9K
HI
47
Harbour Investments
Wisconsin
$1.03K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$246 -$25.8K -333 -10%
MCC
49
Money Concepts Capital
Florida
-$313K -4,180 Closed
GVAG
50
Great Valley Advisor Group
Delaware
-$255K -3,410 Closed

EQWL Hedge Fund Activity: Q1 2023 in Review

48 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q1 2023, worth a combined $56.3M — up 17% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EQWL and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 21 added.

The largest buyer was LPL Financial, adding an estimated $2.7M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $313K sold.

  • 48 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q1 2023, down from 50 in Q4 2022.
  • Funds reported $56.3M of Invesco S&P 100 Equal Weight ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q1 2023 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q1 2023 was LPL Financial, an estimated $2.7M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q1 2023 was Money Concepts Capital, an estimated $313K sold.

Based on aggregated 13F filings for Q1 2023.