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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
SG
76
StoneX Group
New York
$271K +$12.4K +127 +5%
ARC
77
Advisor Resource Council
Texas
$257K +$247K +2,516 New
APWA
78
Atlas Private Wealth Advisors
New Jersey
$251K +$241K +2,456 New
JWCA
79
J.W. Cole Advisors
Florida
$246K +$98 +1 +0%
Stifel Financial
80
Stifel Financial
Missouri
$242K +$9.02K +92 +4%
KWM
81
Kingsview Wealth Management
Oregon
$241K +$231K +2,359 New
SMH
82
Sanders Morris Harris
Texas
$238K -$5.75M -58,674 -96%
BFS
83
Bradley Foster & Sargent
Connecticut
$204K +$196K +1,996 New
GRP
84
Global Retirement Partners
California
$176K +$159K +1,627 +1,749%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$157K +$30.8K +314 +26%
EWA
86
EP Wealth Advisors
California
$153K +$147K +1,495 New
HF
87
Halpern Financial
Virginia
$130K
IA
88
IFP Advisors
Florida
$88.4K +$84.7K +864 New
ACA
89
Aptus Capital Advisors
Alabama
$78.9K
WI
90
Wintrust Investments
Illinois
$76K -$500K -5,104 -87%
PB
91
Pinnacle Bancorp
Nebraska
$64K +$61.3K +625 New
SWM
92
Spire Wealth Management
Virginia
$58.5K
TLA
93
Tanglewood Legacy Advisors
Texas
$58.3K
CFGS
94
Concourse Financial Group Securities
Alabama
$55.3K
AF
95
Advisornet Financial
Minnesota
$54.7K +$52.4K +535 New
US Bancorp
96
US Bancorp
Minnesota
$49.8K +$47.7K +487 New
FFA
97
Frazier Financial Advisors
Ohio
$44.3K
AWM
98
Aspire Wealth Management
Massachusetts
$41.5K +$98 +1 +0.2%
GJIA
99
Glass Jacobson Investment Advisors
Maryland
$35.9K +$34.4K +351 New
AIP
100
Ameritas Investment Partners
Nebraska
$30.6K

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.