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Invesco S&P 100 Equal Weight ETF

109 hedge funds and large institutions have $405M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

20% more capital invested

Capital invested by funds: $338M → $405M (+$67.2M)

7% more funds holding

Funds holding: 102109 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.68% less ownership

Funds ownership: 50.23%48.55% (-1.7%)

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
45
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
26
Fifth Third Securities
Ohio
$2.76M -$176K -1,799 -6%
CIG
27
CHB Investment Group
Pennsylvania
$2.58M +$2.47M +25,216 New
PS
28
Principal Securities
Iowa
$2.45M +$1.41M +14,358 +149%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.9M +$1.34M +13,650 +276%
SPC
30
Sigma Planning Corp
Michigan
$1.83M -$29.9K -305 -2%
SCM
31
Steele Capital Management
Iowa
$1.81M
RJA
32
Raymond James & Associates
Florida
$1.69M +$85.2K +869 +6%
KWA
33
Kingswood Wealth Advisors
California
$1.69M -$55.3K -564 -3%
CBT
34
CoreFirst Bank & Trust
Kansas
$1.66M +$154K +1,570 +11%
NFG
35
Norris Financial Group
South Carolina
$1.55M -$1.71M -17,480 -54%
AWS
36
Atria Wealth Solutions
New York
$1.43M +$594K +6,065 +76%
SEIA
37
Signature Estate & Investment Advisors
California
$1.42M +$186K +1,901 +16%
KA
38
Kovack Advisors
Florida
$1.4M +$1.34M +13,663 New
PAS
39
Park Avenue Securities
New York
$1.31M +$100K +1,025 +9%
UBS Group
40
UBS Group
Switzerland
$1.22M -$7.74K -79 -0.7%
Comerica Bank
41
Comerica Bank
Texas
$1.18M +$759K +7,744 +204%
WCM
42
Winthrop Capital Management
Indiana
$1.15M -$65.8K -671 -6%
NWMG
43
National Wealth Management Group
Ohio
$1.14M -$1.12M -11,394 -51%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$1.08M
CFD
45
Creative Financial Designs
Indiana
$1.03M -$1.08K -11 -0.1%
JWA
46
JFS Wealth Advisors
Pennsylvania
$941K
KAS
47
Kestra Advisory Services
Texas
$937K -$692K -7,064 -44%
PCMF
48
Private Capital Management (Florida)
Florida
$906K -$14K -143 -2%
CIC
49
Carnegie Investment Counsel
Ohio
$893K +$22.4K +229 +3%
NFG
50
Nations Financial Group
Iowa
$856K -$8.43K -86 -1%

EQWL Hedge Fund Activity: Q3 2024 in Review

109 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q3 2024, worth a combined $405M — up 20% from $338M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EQWL positions and 5 closed out — a net gain of 10 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $15M. The largest seller was Sanders Morris Harris, cutting an estimated $5.75M.

  • 109 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q3 2024, up from 102 in Q2 2024.
  • Funds reported $405M of Invesco S&P 100 Equal Weight ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q3 2024 and 5 closed out, a net change of +10 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $15M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q3 2024 was Sanders Morris Harris, an estimated $5.75M sold.

Based on aggregated 13F filings for Q3 2024.