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Invesco S&P 100 Equal Weight ETF

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: 94100 (+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: 64 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
51
Private Capital Management (Florida)
Florida
$852K +$2.53K +28 +0.3%
PAS
52
Park Avenue Securities
New York
$808K +$769K +8,512 New
CIC
53
Carnegie Investment Counsel
Ohio
$806K +$813 +9 +0.1%
NFG
54
Nations Financial Group
Iowa
$784K +$167K +1,853 +29%
Goldman Sachs
55
Goldman Sachs
New York
$769K
AFG
56
Allegheny Financial Group
Pennsylvania
$762K +$3.61K +40 +0.5%
SMC
57
Smith, Moore & Co
Missouri
$757K +$49.7K +550 +7%
NA
58
NewEdge Advisors
Louisiana
$702K -$29K -321 -4%
FIA
59
Foundations Investment Advisors
Arizona
$656K +$624K +6,909 New
BW
60
Bison Wealth
Georgia
$561K +$813 +9 +0.2%
BWG
61
Balanced Wealth Group
Ohio
$542K +$524K +5,801 New
DADC
62
D.A. Davidson & Co
Montana
$497K -$76.2K -844 -14%
WI
63
Wintrust Investments
Illinois
$494K +$22.9K +254 +5%
VWA
64
Visionary Wealth Advisors
Illinois
$477K -$12.9K -143 -3%
FHC
65
First Heartland Consultants
Missouri
$446K
MML Investors Services
66
MML Investors Services
Massachusetts
$413K -$130K -1,436 -25%
BPA
67
Beacon Pointe Advisors
California
$412K +$392K +4,341 New
Comerica Bank
68
Comerica Bank
Texas
$410K +$99.4K +1,101 +34%
BCP
69
Blue Chip Partners
Michigan
$376K -$1.07M -11,800 -75%
SW
70
SteelPeak Wealth
California
$372K -$111K -1,231 -24%
DW
71
Durante & Waters
New York
$342K
BCM
72
Brookstone Capital Management
Illinois
$340K -$275K -3,050 -46%
CFA
73
Cahill Financial Advisors
Minnesota
$323K -$2.62K -29 -0.8%
TFS
74
Thoroughbred Financial Services
Tennessee
$295K -$87K -963 -24%
UWPG
75
Ullmann Wealth Partners Group
Florida
$283K +$1.08K +12 +0.4%

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.