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Invesco S&P 100 Equal Weight ETF

36 hedge funds and large institutions have $37.2M invested in Invesco S&P 100 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

29% more capital invested

Capital invested by funds: $28.8M → $37.2M (+$8.46M)

16% more funds holding

Funds holding: 3136 (+5)

2.1% more ownership

Funds ownership: 36.08%38.18% (+2.1%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.3M +$1.95M +24,733 +19%
Ameriprise
2
Ameriprise
Minnesota
$4.31M +$35.1K +445 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.41M +$75.9K +962 +2%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.4M +$72.7K +921 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.53M +$742K +9,405 +43%
Morgan Stanley
6
Morgan Stanley
New York
$2.13M +$1.52M +19,237 +268%
Bank of America
7
Bank of America
North Carolina
$1.27M -$297K -3,760 -19%
Wells Fargo
8
Wells Fargo
California
$1.09M -$2.45K -31 -0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.08M +$1.06M +13,426 New
UBS Group
10
UBS Group
Switzerland
$1.01M +$131K +1,662 +15%
CFA
11
Cahill Financial Advisors
Minnesota
$701K +$32.7K +415 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$599K +$145K +1,835 +33%
Citadel Advisors
13
Citadel Advisors
Florida
$484K +$474K +6,008 New
AFG
14
Allegheny Financial Group
Pennsylvania
$443K +$1.58K +20 +0.4%
TFS
15
Thoroughbred Financial Services
Tennessee
$348K +$237 +3 +0.1%
CAN
16
Cetera Advisor Networks
California
$276K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$273K +$10.5K +133 +4%
UWPG
18
Ullmann Wealth Partners Group
Florida
$232K +$237 +3 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$219K -$8.52K -108 -4%
SFA
20
Sequoia Financial Advisors
Ohio
$218K
DAS
21
Dynamic Advisor Solutions
Arizona
$217K +$212K +2,690 New
ARC
22
Advisor Resource Council
Texas
$203K +$199K +2,516 New
HF
23
Halpern Financial
Virginia
$103K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$69K +$67.7K +858 New
GWSG
25
GPS Wealth Strategies Group
Colorado
$62K

EQWL Hedge Fund Activity: Q2 2021 in Review

36 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q2 2021, worth a combined $37.2M — up 29% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EQWL positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.95M. The largest seller was Bank of America, cutting an estimated $297K.

  • 36 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q2 2021, up from 31 in Q1 2021.
  • Funds reported $37.2M of Invesco S&P 100 Equal Weight ETF stock for Q2 2021, up 29% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q2 2021 and 1 closed out, a net change of +5 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q2 2021 was LPL Financial, an estimated $1.95M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q2 2021 was Bank of America, an estimated $297K sold.

Based on aggregated 13F filings for Q2 2021.