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Invesco S&P 100 Equal Weight ETF
EQWL

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: 109 → 121 (+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: 4 → 4 (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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.1M
2
Morgan Stanley
Morgan Stanley
New York
+$8.6M
3
ASN
Advisory Services Network
Georgia
+$8.26M
4
Ameriprise
Ameriprise
Minnesota
+$8.12M
5
SMH
Sanders Morris Harris
Texas
+$6.01M

Top Sellers

Rank Fund Capital Flow
1
FP
Fiduciary Planning
Florida
-$1.93M
2
Bank of America
Bank of America
North Carolina
-$1.72M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.02M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$346K -$1.56K -15 -0.4%
DADC
77
D.A. Davidson & Co
Montana
$312K – – –
PA
78
PSI Advisors
Florida
$304K +$9.48K +91 +3%
AC
79
Avant Capital
Louisiana
$294K +$299K +2,872 New
KWM
80
Kingsview Wealth Management
Oregon
$291K +$50.7K +486 +21%
FCA
81
FLC Capital Advisors
California
$286K – – –
AWA
82
Arkadios Wealth Advisors
Georgia
$284K +$289K +2,775 New
OCM
83
Orion Capital Management
California
$283K – – –
STFP
84
Signal Tree Financial Partners
Ohio
$277K +$282K +2,710 New
JWCA
85
J.W. Cole Advisors
Florida
$246K – – –
BCM
86
Brookstone Capital Management
Illinois
$245K -$80.7K -774 -24%
APWA
87
Atlas Private Wealth Advisors
New Jersey
$243K -$8.34K -80 -3%
BlackRock
88
BlackRock
New York
$221K +$226K +2,165 New
DT
89
Diversified Trust
Tennessee
$221K +$226K +2,165 New
Stifel Financial
90
Stifel Financial
Missouri
$217K -$25.6K -246 -10%
GRP
91
Global Retirement Partners
California
$207K +$31.3K +300 +17%
BFS
92
Bradley Foster & Sargent
Connecticut
$204K – – –
MCM
93
MAI Capital Management
Ohio
$161K +$164K +1,576 New
EWA
94
EP Wealth Advisors
California
$153K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$150K -$7.5K -72 -5%
GK
96
Graney & King
New York
$143K +$146K +1,401 New
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$113K +$115K +1,100 New
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$96.5K +$61.8K +593 +169%
IA
99
IFP Advisors
Florida
$93.5K +$5.21K +50 +6%
CFGS
100
Concourse Financial Group Securities
Alabama
$93.4K +$36.1K +346 +64%
1 2 3
4
5

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.