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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$21.5M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.83M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.77M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.98M |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$4.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.22M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.73M |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wells Fargo
San Francisco,
California
| $16 | -$90 | -1 | Closed |
|
|
102
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1.73M | -19,714 | Closed |
|
|
NWM
103
Napa Wealth Management
Napa,
California
| – | -$1.1M | -12,604 | Closed |
|
104
Citadel Advisors
Miami,
Florida
| – | -$201K | -2,301 | Closed |
|
|
ASN
105
Advisory Services Network
Atlanta,
Georgia
| – | -$118K | -1,348 | Closed |
|
|
TWM
106
Tradition Wealth Management
Edina,
Minnesota
| – | -$44K | -500 | Closed |
|
|
PCA
107
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$30.2K | -344 | Closed |
|
|
AF
108
Advisornet Financial
Minnetonka,
Minnesota
| – | -$7.21K | -82 | Closed |
|
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.