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Invesco S&P 100 Equal Weight ETF

102 hedge funds and large institutions have $338M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

2% more funds holding

Funds holding: 100102 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $355M → $338M (-$17.2M)

5.45% less ownership

Funds ownership: 55.68%50.23% (-5.4%)

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
53
Reduced
20
Closed
8
Calls
$4.04M
Puts
Net Calls
+$4.04M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$781K +$770K +8,264 New
Goldman Sachs
52
Goldman Sachs
New York
$766K
AFG
53
Allegheny Financial Group
Pennsylvania
$763K +$3.82K +41 +0.5%
AWS
54
Atria Wealth Solutions
New York
$751K +$469K +5,032 +173%
BPA
55
Beacon Pointe Advisors
California
$630K +$216K +2,324 +54%
BW
56
Bison Wealth
Georgia
$561K
WI
57
Wintrust Investments
Illinois
$553K +$60.5K +650 +12%
BWG
58
Balanced Wealth Group
Ohio
$549K +$2.7K +29 +0.5%
MML Investors Services
59
MML Investors Services
Massachusetts
$483K +$70.7K +759 +17%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$467K +$440K +4,721 +2,136%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$426K -$891K -9,567 -68%
UWPG
62
Ullmann Wealth Partners Group
Florida
$380K +$97.2K +1,044 +35%
BCP
63
Blue Chip Partners
Michigan
$373K -$1.4K -15 -0.4%
Comerica Bank
64
Comerica Bank
Texas
$359K -$48.5K -521 -12%
TFS
65
Thoroughbred Financial Services
Tennessee
$344K +$49.4K +530 +17%
BCM
66
Brookstone Capital Management
Illinois
$337K -$14.1K -151 -4%
SW
67
SteelPeak Wealth
California
$331K -$38.5K -413 -11%
DADC
68
D.A. Davidson & Co
Montana
$321K -$171K -1,837 -35%
NA
69
NewEdge Advisors
Louisiana
$320K -$374K -4,018 -54%
CFA
70
Cahill Financial Advisors
Minnesota
$314K -$6.89K -74 -2%
FCA
71
FLC Capital Advisors
California
$265K
PA
72
PSI Advisors
Florida
$262K +$13.7K +147 +6%
SG
73
StoneX Group
New York
$238K +$235K +2,519 New
SWM
74
SeaCrest Wealth Management
New York
$236K +$233K +2,496 New
JWCA
75
J.W. Cole Advisors
Florida
$227K +$93 +1 +0%

EQWL Hedge Fund Activity: Q2 2024 in Review

102 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q2 2024, worth a combined $338M — down 4.9% from $355M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EQWL positions and 8 closed out — a net gain of 4 holders — while 53 added to existing stakes and 20 trimmed.

The largest buyer was Sanders Morris Harris, adding an estimated $5.47M. The largest seller was Fiduciary Planning, cutting an estimated $6.44M.

  • 102 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $338M of Invesco S&P 100 Equal Weight ETF stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q2 2024 was Sanders Morris Harris, an estimated $5.47M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q2 2024 was Fiduciary Planning, an estimated $6.44M sold.

Based on aggregated 13F filings for Q2 2024.