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Invesco S&P 100 Equal Weight ETF

29 hedge funds and large institutions have $19.2M invested in Invesco S&P 100 Equal Weight ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more capital invested

Capital invested by funds: $17.4M → $19.2M (+$1.78M)

7% more funds holding

Funds holding: 2729 (+2)

0.62% more ownership

Funds ownership: 29.06%29.68% (+0.62%)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.18M +$8K +135 +0.3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.77M +$928K +15,663 +54%
Ameriprise
3
Ameriprise
Minnesota
$2.76M -$54.2K -915 -2%
LPL Financial
4
LPL Financial
California
$1.98M -$105K -1,767 -5%
Morgan Stanley
5
Morgan Stanley
New York
$1.55M -$47.5K -801 -3%
Citadel Advisors
6
Citadel Advisors
Florida
$1.32M +$25.1K +423 +2%
Wells Fargo
7
Wells Fargo
California
$1.01M -$4.74K -80 -0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$855K -$10.1K -171 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$834K -$139K -2,342 -15%
DAS
10
Dynamic Advisor Solutions
Arizona
$581K +$114K +1,930 +26%
CFA
11
Cahill Financial Advisors
Minnesota
$464K -$2.67K -45 -0.6%
UBS Group
12
UBS Group
Switzerland
$410K -$66.4K -1,121 -14%
CAN
13
Cetera Advisor Networks
California
$348K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$329K -$143K -2,407 -31%
TFS
15
Thoroughbred Financial Services
Tennessee
$246K +$237 +4 +0.1%
CAC
16
Certified Advisory Corp
Florida
$152K +$770 +13 +0.5%
HF
17
Halpern Financial
Virginia
$97.1K +$93.3K +1,575 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$74K -$20.7K -350 -23%
AA
19
Advisory Alpha
Michigan
$72.9K
IFWM
20
Institute for Wealth Management
Colorado
$37K +$35.6K +600 New
FHA
21
Flagship Harbor Advisors
Massachusetts
$33K
GRP
22
Global Retirement Partners
California
$18K
SPIA
23
Steward Partners Investment Advisory
New York
$18K
AIP
24
Ameritas Investment Partners
Nebraska
$17K -$296 -5 -2%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$17K

EQWL Hedge Fund Activity: Q4 2019 in Review

29 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q4 2019, worth a combined $19.2M — up 10% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EQWL positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $928K. The largest seller was Jane Street, exiting entirely with an estimated $221K sold.

  • 29 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q4 2019, up from 27 in Q3 2019.
  • Funds reported $19.2M of Invesco S&P 100 Equal Weight ETF stock for Q4 2019, up 10% quarter-over-quarter.
  • 3 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q4 2019 and 1 closed out, a net change of +2 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $928K added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q4 2019 was Jane Street, an estimated $221K sold.

Based on aggregated 13F filings for Q4 2019.