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Invesco S&P 100 Equal Weight ETF
EQWL

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: 94 → 100 (+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: 6 → 4 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M
3
Bank of America
Bank of America
North Carolina
+$6.83M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.77M
5
AAS
Avantax Advisory Services
Texas
+$6.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.98M
2
SMH
Sanders Morris Harris
Texas
-$4.04M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.73M
5
NWM
Napa Wealth Management
California
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$277K -$9.94K -110 -4%
FCA
77
FLC Capital Advisors
California
$266K – – –
PA
78
PSI Advisors
Florida
$249K +$17.3K +192 +8%
JWCA
79
J.W. Cole Advisors
Florida
$228K +$3.43K +38 +2%
ARC
80
Advisor Resource Council
Texas
$220K +$227K +2,516 New
US Bancorp
81
US Bancorp
Minnesota
$174K +$166K +1,838 New
HF
82
Halpern Financial
Virginia
$119K – – –
FFA
83
Frazier Financial Advisors
Ohio
$102K +$361 +4 +0.4%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$97.1K +$82.9K +918 +874%
ACA
85
Aptus Capital Advisors
Alabama
$73.2K +$25.8K +286 +59%
SWM
86
Spire Wealth Management
Virginia
$54.3K – – –
TLA
87
Tanglewood Legacy Advisors
Texas
$54.1K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$51.2K +$18.7K +207 +62%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$43K +$18.1K +200 +79%
AWM
90
Aspire Wealth Management
Massachusetts
$38.1K +$181 +2 +0.5%
AIP
91
Ameritas Investment Partners
Nebraska
$28.4K – – –
AWM
92
Avior Wealth Management
Nebraska
$22.7K – – –
Jones Financial Companies
93
Jones Financial Companies
Missouri
$21K +$20K +221 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$20K – – –
PS
95
Principal Securities
Iowa
$8.83K – – –
GRP
96
Global Retirement Partners
California
$8.82K -$1.99K -22 -19%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$7.5K – – –
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.75K – – –
CCM
99
Chilton Capital Management
Texas
$3.99K – – –
JWM
100
Janiczek Wealth Management
Colorado
$3.16K – – –
1 2 3
4
5

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.