We are live on ! Find out more
EQWL icon

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
Jane Street
76
Jane Street
New York
$218K +$215K +2,304 New
Stifel Financial
77
Stifel Financial
Missouri
$215K +$212K +2,275 New
OMC
78
Old Mission Capital
Illinois
$202K +$199K +2,135 New
IGWM
79
ICA Group Wealth Management
Colorado
$154K -$3.27M -35,060 -96%
HF
80
Halpern Financial
Virginia
$120K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$116K +$18.5K +199 +19%
ACA
82
Aptus Capital Advisors
Alabama
$72.9K
SWM
83
Spire Wealth Management
Virginia
$54.1K
TLA
84
Tanglewood Legacy Advisors
Texas
$53.9K
CFGS
85
Concourse Financial Group Securities
Alabama
$51K
HI
86
Harbour Investments
Wisconsin
$45.2K -$2.33M -25,010 -98%
FFA
87
Frazier Financial Advisors
Ohio
$40.9K -$59.9K -643 -60%
AWM
88
Aspire Wealth Management
Massachusetts
$38.1K +$186 +2 +0.5%
AIP
89
Ameritas Investment Partners
Nebraska
$28.2K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$23.9K -$18.6K -200 -44%
AWM
91
Avior Wealth Management
Nebraska
$22.6K
BFEC
92
Benjamin F. Edwards & Company
Missouri
$20K
Simplex Trading
93
Simplex Trading
Illinois
$18K +$18.1K +194 New
GRP
94
Global Retirement Partners
California
$8.79K
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$7.53K
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K
CCM
97
Chilton Capital Management
Texas
$3.97K
JWM
98
Janiczek Wealth Management
Colorado
$3.17K +$93 +1 +3%
TSMHT
99
Thurston Springer Miller Herd & Titak
Indiana
$2.36K +$2.33K +25 New
JP Morgan Chase
100
JP Morgan Chase
New York
$1.13K +$1.12K +12 New

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.