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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
WI
101
Wintrust Investments
Illinois
$92K +$15.6K +150 +20%
ACA
102
Aptus Capital Advisors
Alabama
$78.9K – – –
US Bancorp
103
US Bancorp
Minnesota
$70K +$20.5K +197 +40%
PB
104
Pinnacle Bancorp
Nebraska
$63.9K – – –
SWM
105
Spire Wealth Management
Virginia
$58.5K – – –
TLA
106
Tanglewood Legacy Advisors
Texas
$58.3K – – –
AF
107
Advisornet Financial
Minnesota
$54.7K – – –
WTFG
108
Wood Tarver Financial Group
Idaho
$45K +$46.7K +448 New
FFA
109
Frazier Financial Advisors
Ohio
$44.2K – – –
HI
110
Harbour Investments
Wisconsin
$40.9K +$40.3K +387 +2,977%
William Blair & Company
111
William Blair & Company
Illinois
$40.9K +$41.7K +400 New
AIP
112
Ameritas Investment Partners
Nebraska
$30.6K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$25.9K – – –
AWM
114
Avior Wealth Management
Nebraska
$24.4K – – –
Simplex Trading
115
Simplex Trading
Illinois
$22K +$15K +144 +189%
SS
116
Sunbelt Securities
Texas
$19.8K +$20.2K +194 New
AWM
117
AE Wealth Management
Kansas
$12.8K +$13K +125 New
NWM
118
Nova Wealth Management
Florida
$9.31K +$9.48K +91 New
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$8.18K – – –
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.11K – – –
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$2.56K – – –
Wells Fargo
122
Wells Fargo
California
$26 -$104 -1 Closed
Goldman Sachs
123
Goldman Sachs
New York
– -$829K -8,102 Closed
ARC
124
Advisor Resource Council
Texas
– -$257K -2,516 Closed
CCM
125
Chilton Capital Management
Texas
– -$4.3K -42 Closed
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.