Invesco S&P 100 Equal Weight ETF
EQWL
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.
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: 100 → 102 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$5.47M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74M |
| 5 |
BDFN
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$6.44M |
| 2 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$3.27M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.33M |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$1.32M |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
101
First Heartland Consultants
Lake St. Louis,
Missouri
| $454 | +$9.78K | +105 | +2% |
|
102
Wells Fargo
San Francisco,
California
| $62 | +$93 | +1 | New |
|
|
SSWM
103
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$1.32M | -13,861 | Closed |
|
|
PCS
104
Personal CFO Solutions
Chester,
New Jersey
| – | -$1.3M | -13,723 | Closed |
|
|
LNC
105
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.24M | -13,035 | Closed |
|
|
CBFP
106
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$981K | -10,336 | Closed |
|
|
VWA
107
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$477K | -5,030 | Closed |
|
|
DW
108
Durante & Waters
Brewster,
New York
| – | -$342K | -3,600 | Closed |
|
|
ARC
109
Advisor Resource Council
Dallas,
Texas
| – | -$220K | -2,516 | Closed |
|
110
US Bancorp
Minneapolis,
Minnesota
| – | -$174K | -1,838 | Closed |
|
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.