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Invesco S&P 100 Equal Weight ETF

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: 109121 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$898K +$62.5K +600 +7%
CIC
52
Carnegie Investment Counsel
Ohio
$894K +$834 +8 +0.1%
Citadel Advisors
53
Citadel Advisors
Florida
$841K +$857K +8,221 New
AFG
54
Allegheny Financial Group
Pennsylvania
$833K +$3.86K +37 +0.5%
PCMF
55
Private Capital Management (Florida)
Florida
$794K -$114K -1,092 -12%
BPA
56
Beacon Pointe Advisors
California
$767K +$41.4K +397 +6%
NFG
57
Nations Financial Group
Iowa
$759K -$98K -940 -11%
NWM
58
Napa Wealth Management
California
$752K +$766K +7,349 New
Jane Street
59
Jane Street
New York
$729K +$302K +2,899 +69%
FIA
60
Foundations Investment Advisors
Arizona
$709K -$121K -1,161 -14%
SG
61
StoneX Group
New York
$668K +$405K +3,888 +147%
PAG
62
Private Advisor Group
New Jersey
$665K +$241K +2,311 +55%
BWG
63
Balanced Wealth Group
Ohio
$626K +$2.81K +27 +0.5%
Creative Planning
64
Creative Planning
Kansas
$595K +$606K +5,817 New
BW
65
Bison Wealth
Georgia
$592K -$1.46K -14 -0.2%
JP Morgan Chase
66
JP Morgan Chase
New York
$562K +$53.1K +509 +10%
MFF
67
Michels Family Financial
Texas
$479K +$489K +4,688 New
MML Investors Services
68
MML Investors Services
Massachusetts
$474K +$4.38K +42 +0.9%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$461K
SWM
70
SeaCrest Wealth Management
New York
$433K +$146K +1,405 +50%
UWPG
71
Ullmann Wealth Partners Group
Florida
$414K +$1.15K +11 +0.3%
BCP
72
Blue Chip Partners
Michigan
$402K +$1.25K +12 +0.3%
CFA
73
Cahill Financial Advisors
Minnesota
$388K -$143K -1,370 -27%
SOS
74
Silver Oak Securities
Tennessee
$376K +$34.5K +331 +10%
TFS
75
Thoroughbred Financial Services
Tennessee
$373K +$208 +2 +0.1%

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.