We are live on ! Find out more
EQWL icon

Invesco S&P 100 Equal Weight ETF

28 hedge funds and large institutions have $21.7M invested in Invesco S&P 100 Equal Weight ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

12% more capital invested

Capital invested by funds: $19.3M → $21.7M (+$2.36M)

8% more funds holding

Funds holding: 2628 (+2)

3.57% more ownership

Funds ownership: 32.65%36.22% (+3.6%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.22M +$114K +1,912 +2%
Ameriprise
2
Ameriprise
Minnesota
$3.05M +$170K +2,857 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.29M +$2.28M +38,274 New
MML Investors Services
4
MML Investors Services
Massachusetts
$2.29M +$2.28M +38,243 New
Bank of America
5
Bank of America
North Carolina
$1.31M -$186K -3,114 -12%
Wells Fargo
6
Wells Fargo
California
$966K +$6.67K +112 +0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$925K +$126K +2,118 +16%
UBS Group
8
UBS Group
Switzerland
$820K +$229K +3,851 +39%
Morgan Stanley
9
Morgan Stanley
New York
$458K +$261K +4,379 +134%
CFA
10
Cahill Financial Advisors
Minnesota
$450K
JWCA
11
J.W. Cole Advisors
Florida
$297K +$296K +4,966 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$281K -$2.19M -36,818 -89%
TFS
13
Thoroughbred Financial Services
Tennessee
$257K +$298 +5 +0.1%
CAN
14
Cetera Advisor Networks
California
$242K -$30.4K -510 -11%
AAS
15
Avantax Advisory Services
Texas
$234K +$232K +3,895 New
Citadel Advisors
16
Citadel Advisors
Florida
$219K -$1.9M -31,891 -90%
Osaic Holdings
17
Osaic Holdings
Arizona
$92K +$12.2K +205 +15%
HF
18
Halpern Financial
Virginia
$76.4K
AA
19
Advisory Alpha
Michigan
$71K +$69.4K +1,165 New
FHA
20
Flagship Harbor Advisors
Massachusetts
$32K
CAL
21
Capital Analysts LLC
Pennsylvania
$18K -$35.7K -600 -67%
GRP
22
Global Retirement Partners
California
$18K
SPIA
23
Steward Partners Investment Advisory
New York
$18K
AIP
24
Ameritas Investment Partners
Nebraska
$16K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$16K

EQWL Hedge Fund Activity: Q3 2020 in Review

28 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q3 2020, worth a combined $21.7M — up 12% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EQWL positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Susquehanna International Group, cutting an estimated $2.19M.

  • 28 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q3 2020, up from 26 in Q2 2020.
  • Funds reported $21.7M of Invesco S&P 100 Equal Weight ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q3 2020 and 2 closed out, a net change of +3 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $2.28M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q3 2020 was Susquehanna International Group, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2020.