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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
SMC
51
Smith, Moore & Co
Missouri
$836K -$29.4K -300 -4%
AFG
52
Allegheny Financial Group
Pennsylvania
$830K +$3.72K +38 +0.5%
Goldman Sachs
53
Goldman Sachs
New York
$829K
FIA
54
Foundations Investment Advisors
Arizona
$828K -$38.8K -396 -5%
ASN
55
Advisory Services Network
Georgia
$781K
BPA
56
Beacon Pointe Advisors
California
$726K +$42.6K +435 +7%
BWG
57
Balanced Wealth Group
Ohio
$599K +$2.74K +28 +0.5%
BW
58
Bison Wealth
Georgia
$593K -$10.9K -111 -2%
CFA
59
Cahill Financial Advisors
Minnesota
$529K +$180K +1,841 +55%
JP Morgan Chase
60
JP Morgan Chase
New York
$510K +$487K +4,973 +41,442%
MML Investors Services
61
MML Investors Services
Massachusetts
$470K -$51.3K -523 -10%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$461K
Jane Street
63
Jane Street
New York
$433K +$189K +1,926 +84%
PAG
64
Private Advisor Group
New Jersey
$429K +$411K +4,191 New
UWPG
65
Ullmann Wealth Partners Group
Florida
$413K +$1.08K +11 +0.3%
BCP
66
Blue Chip Partners
Michigan
$401K -$2.55K -26 -0.7%
TFS
67
Thoroughbred Financial Services
Tennessee
$373K +$196 +2 +0.1%
NA
68
NewEdge Advisors
Louisiana
$348K +$1.47K +15 +0.4%
SOS
69
Silver Oak Securities
Tennessee
$342K +$328K +3,350 New
BCM
70
Brookstone Capital Management
Illinois
$325K -$25.2K -257 -7%
DADC
71
D.A. Davidson & Co
Montana
$312K -$34.3K -350 -10%
PA
72
PSI Advisors
Florida
$295K +$10.8K +110 +4%
SWM
73
SeaCrest Wealth Management
New York
$290K +$32.7K +334 +13%
FCA
74
FLC Capital Advisors
California
$286K
OCM
75
Orion Capital Management
California
$283K +$271K +2,770 New

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.