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Invesco S&P 100 Equal Weight ETF
EQWL

100 hedge funds and large institutions have $355M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

38% more capital invested

Capital invested by funds: $257M → $355M (+$97.7M)

6% more funds holding

Funds holding: 94 → 100 (+6)

2.11% less ownership

Funds ownership: 57.79% → 55.68% (-2.1%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
14
Increased
49
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M
3
Bank of America
Bank of America
North Carolina
+$6.83M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.77M
5
AAS
Avantax Advisory Services
Texas
+$6.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.98M
2
SMH
Sanders Morris Harris
Texas
-$4.04M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.73M
5
NWM
Napa Wealth Management
California
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
26
PCG Wealth Advisors
Kansas
$3.06M +$472K +5,225 +19%
MFG
27
Merit Financial Group
Georgia
$2.81M +$282K +3,126 +11%
HI
28
Harbour Investments
Wisconsin
$2.42M +$35.8K +396 +2%
NWMG
29
National Wealth Management Group
Ohio
$2.2M -$155K -1,711 -7%
Mariner
30
Mariner
Kansas
$1.87M +$151K +1,671 +9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.78M +$47.7K +528 +3%
SPC
32
Sigma Planning Corp
Michigan
$1.76M +$1.68M +18,572 New
Osaic Holdings
33
Osaic Holdings
Arizona
$1.71M -$98.5K -1,090 -6%
SCM
34
Steele Capital Management
Iowa
$1.71M -$140K -1,547 -8%
CA
35
Cetera Advisors
Colorado
$1.7M +$1.62M +17,895 New
KAS
36
Kestra Advisory Services
Texas
$1.59M +$90 +1 +0%
FTS
37
Fifth Third Securities
Ohio
$1.48M +$1.4M +15,554 New
RJA
38
Raymond James & Associates
Florida
$1.41M +$476K +5,272 +55%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$44.5K +493 +4%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$1.32M +$1.25M +13,861 New
CBT
41
CoreFirst Bank & Trust
Kansas
$1.31M +$19.2K +213 +2%
PCS
42
Personal CFO Solutions
New Jersey
$1.3M +$90.9K +1,006 +8%
LNC
43
Lincoln National Corp
Pennsylvania
$1.24M +$177K +1,957 +18%
WCM
44
Winthrop Capital Management
Indiana
$1.13M -$2.53K -28 -0.2%
UBS Group
45
UBS Group
Switzerland
$1.11M -$2.22M -24,585 -68%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$1.01M – – –
KWA
47
Kingswood Wealth Advisors
California
$1M +$71K +786 +8%
CBFP
48
Cedar Brook Financial Partners
Ohio
$981K +$341K +3,773 +57%
CFD
49
Creative Financial Designs
Indiana
$879K +$836K +9,261 New
JWA
50
JFS Wealth Advisors
Pennsylvania
$873K +$831K +9,200 New
1
2
3 4 5

EQWL Hedge Fund Activity: Q1 2024 in Review

100 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q1 2024, worth a combined $355M — up 38% from $257M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EQWL positions and 8 closed out — a net gain of 6 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $21.5M. The largest seller was Morgan Stanley, cutting an estimated $9.98M.

  • 100 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q1 2024, up from 94 in Q4 2023.
  • Funds reported $355M of Invesco S&P 100 Equal Weight ETF stock for Q1 2024, up 38% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $21.5M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.98M sold.

Based on aggregated 13F filings for Q1 2024.