Invesco S&P 100 Equal Weight ETF
EQWL
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.
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: 50 → 48 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.7M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.74M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$962K |
| 4 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
+$346K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$313K |
| 2 |
Morgan Stanley
New York
|
-$259K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$255K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$188K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$188K | -2,516 | Closed |
|
52
Rockefeller Capital Management
New York
| – | -$85K | -1,138 | Closed |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$29.9K | -400 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$19K | -350 | Closed |
|
55
Simplex Trading
Chicago,
Illinois
| – | -$9K | -122 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$7.34K | -98 | Closed |
|
57
US Bancorp
Minneapolis,
Minnesota
| – | -$4.87K | -65 | 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.