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Invesco S&P 100 Equal Weight ETF

39 hedge funds and large institutions have $48.7M invested in Invesco S&P 100 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

31% more capital invested

Capital invested by funds: $37.1M → $48.7M (+$11.6M)

15% more funds holding

Funds holding: 3439 (+5)

3.78% more ownership

Funds ownership: 37.41%41.19% (+3.8%)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14M +$437K +5,193 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$5.66M +$5.52M +65,568 New
Ameriprise
3
Ameriprise
Minnesota
$4.76M -$17.3K -205 -0.4%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.68M -$59.8K -710 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.64M -$107K -1,272 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.1M +$600K +7,121 +25%
Bank of America
7
Bank of America
North Carolina
$2.83M +$918K +10,903 +50%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.6M +$68.1K +809 +3%
Wells Fargo
9
Wells Fargo
California
$1.02M -$1.26K -15 -0.1%
UBS Group
10
UBS Group
Switzerland
$949K +$31.9K +379 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$745K -$400K -4,750 -36%
CFA
12
Cahill Financial Advisors
Minnesota
$736K -$3.12K -37 -0.4%
Stifel Financial
13
Stifel Financial
Missouri
$714K +$696K +8,270 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$625K +$10.5K +125 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$497K +$485K +5,755 New
AFG
16
Allegheny Financial Group
Pennsylvania
$479K +$2.19K +26 +0.5%
TFS
17
Thoroughbred Financial Services
Tennessee
$357K +$421 +5 +0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$304K
PWM
19
Prentice Wealth Management
New York
$283K +$241K +2,862 +696%
SMC
20
Smith, Moore & Co
Missouri
$283K +$276K +3,275 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$258K +$22.5K +267 +10%
UWPG
22
Ullmann Wealth Partners Group
Florida
$249K +$337 +4 +0.1%
SFA
23
Sequoia Financial Advisors
Ohio
$234K
ARC
24
Advisor Resource Council
Texas
$217K
HF
25
Halpern Financial
Virginia
$110K

EQWL Hedge Fund Activity: Q4 2021 in Review

39 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q4 2021, worth a combined $48.7M — up 31% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQWL positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $5.52M. The largest seller was Susquehanna International Group, cutting an estimated $400K.

  • 39 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $48.7M of Invesco S&P 100 Equal Weight ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $5.52M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q4 2021 was Susquehanna International Group, an estimated $400K sold.

Based on aggregated 13F filings for Q4 2021.