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Invesco S&P 100 Equal Weight ETF

59 hedge funds and large institutions have $105M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

87% more capital invested

Capital invested by funds: $56.3M → $105M (+$48.7M)

23% more funds holding

Funds holding: 4859 (+11)

10.08% more ownership

Funds ownership: 29.22%39.3% (+10%)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
6
Closed
4
Calls
$961K
Puts
Net Calls
+$961K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
26
Private Capital Management (Florida)
Florida
$529K +$510K +6,497 New
AAS
27
Ameritas Advisory Services
Nebraska
$509K -$5.34K -68 -1%
BW
28
Bison Wealth
Georgia
$461K +$445K +5,664 New
SPC
29
Sigma Planning Corp
Michigan
$389K +$375K +4,778 New
FHC
30
First Heartland Consultants
Missouri
$383K
CBFP
31
Cedar Brook Financial Partners
Ohio
$357K -$6.05K -77 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$323K +$312K +3,969 New
RJA
33
Raymond James & Associates
Florida
$297K +$19.6K +250 +7%
CFA
34
Cahill Financial Advisors
Minnesota
$279K +$79 +1 +0%
DADC
35
D.A. Davidson & Co
Montana
$278K +$268K +3,410 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$275K +$40.1K +510 +18%
AAS
37
Avantax Advisory Services
Texas
$255K +$246K +3,136 New
TFS
38
Thoroughbred Financial Services
Tennessee
$243K +$157 +2 +0.1%
Goldman Sachs
39
Goldman Sachs
New York
$241K +$233K +2,964 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$240K +$864 +11 +0.4%
AC
41
Avant Capital
Louisiana
$223K +$215K +2,742 New
ARC
42
Advisor Resource Council
Texas
$205K +$198K +2,516 New
HF
43
Halpern Financial
Virginia
$104K
CBT
44
CoreFirst Bank & Trust
Kansas
$89.6K +$86.4K +1,100 New
TLA
45
Tanglewood Legacy Advisors
Texas
$46.4K
TWM
46
Tradition Wealth Management
Minnesota
$41K +$39.3K +500 New
Simplex Trading
47
Simplex Trading
Illinois
$37K +$36.4K +463 New
AWM
48
Aspire Wealth Management
Massachusetts
$32.2K +$157 +2 +0.5%
PCA
49
Providence Capital Advisors
North Carolina
$28.1K
CFGS
50
Concourse Financial Group Securities
Alabama
$27.1K -$5.89K -75 -18%

EQWL Hedge Fund Activity: Q2 2023 in Review

59 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q2 2023, worth a combined $105M — up 87% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EQWL positions and 4 closed out — a net gain of 11 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $12.3M. The largest seller was Allegheny Financial Group, exiting entirely with an estimated $614K sold.

  • 59 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $105M of Invesco S&P 100 Equal Weight ETF stock for Q2 2023, up 87% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q2 2023 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q2 2023 was Cetera Advisor Networks, an estimated $12.3M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q2 2023 was Allegheny Financial Group, an estimated $614K sold.

Based on aggregated 13F filings for Q2 2023.