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Invesco S&P 100 Equal Weight ETF
EQWL

121 hedge funds and large institutions have $474M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $405M → $474M (+$69.2M)

11% more funds holding

Funds holding: 109 → 121 (+12)

1.44% more ownership

Funds ownership: 48.55% → 49.98% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
50
Reduced
29
Closed
4
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$1.2M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.1M
2
Morgan Stanley
Morgan Stanley
New York
+$8.6M
3
ASN
Advisory Services Network
Georgia
+$8.26M
4
Ameriprise
Ameriprise
Minnesota
+$8.12M
5
SMH
Sanders Morris Harris
Texas
+$6.01M

Top Sellers

Rank Fund Capital Flow
1
FP
Fiduciary Planning
Florida
-$1.93M
2
Bank of America
Bank of America
North Carolina
-$1.72M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.02M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.32M -$48.1K -461 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.07M -$1.02M -9,830 -20%
PWA
28
PCG Wealth Advisors
Kansas
$3.94M +$142K +1,364 +4%
FTS
29
Fifth Third Securities
Ohio
$3.66M +$924K +8,865 +33%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.39M +$502K +4,815 +17%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$3.26M -$861K -8,262 -21%
UBS Group
32
UBS Group
Switzerland
$3.25M +$2.07M +19,857 +166%
HCM
33
Highview Capital Management
Illinois
$2.53M +$2.58M +24,747 New
CIG
34
CHB Investment Group
Pennsylvania
$2.39M -$196K -1,878 -7%
AWS
35
Atria Wealth Solutions
New York
$2.15M +$729K +6,998 +50%
SEIA
36
Signature Estate & Investment Advisors
California
$1.89M +$472K +4,524 +33%
CBT
37
CoreFirst Bank & Trust
Kansas
$1.79M +$139K +1,335 +8%
SCM
38
Steele Capital Management
Iowa
$1.74M -$64.9K -623 -4%
KWA
39
Kingswood Wealth Advisors
California
$1.53M -$164K -1,569 -9%
NFG
40
Norris Financial Group
South Carolina
$1.52M -$30.2K -290 -2%
PAS
41
Park Avenue Securities
New York
$1.46M +$152K +1,461 +11%
SPC
42
Sigma Planning Corp
Michigan
$1.43M -$410K -3,935 -22%
KA
43
Kovack Advisors
Florida
$1.38M -$15.4K -148 -1%
Comerica Bank
44
Comerica Bank
Texas
$1.15M -$30.6K -294 -3%
CFD
45
Creative Financial Designs
Indiana
$1.12M +$89.5K +859 +9%
WCM
46
Winthrop Capital Management
Indiana
$1.09M -$62.2K -597 -5%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.08M – – –
NWMG
48
National Wealth Management Group
Ohio
$953K -$185K -1,777 -16%
KAS
49
Kestra Advisory Services
Texas
$941K +$4.48K +43 +0.5%
JWA
50
JFS Wealth Advisors
Pennsylvania
$941K – – –
1
2
3 4 5

EQWL Hedge Fund Activity: Q4 2024 in Review

121 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q4 2024, worth a combined $474M — up 17% from $405M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EQWL positions and 4 closed out — a net gain of 16 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was Fiduciary Planning, cutting an estimated $1.93M.

  • 121 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $474M of Invesco S&P 100 Equal Weight ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q4 2024 was LPL Financial, an estimated $11.1M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q4 2024 was Fiduciary Planning, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.