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Invesco S&P 100 Equal Weight ETF

42 hedge funds and large institutions have $54.3M invested in Invesco S&P 100 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $48.7M → $54.3M (+$5.59M)

8% more funds holding

Funds holding: 3942 (+3)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.62% more ownership

Funds ownership: 41.19%41.81% (+0.62%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.1M -$348K -4,184 -3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$5.21M +62,605 +95%
Ameriprise
3
Ameriprise
Minnesota
$4.55M -$49.2K -592 -1%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.58M +$28.4K +341 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.56M +$52.7K +634 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.27M +$728K +8,755 +29%
Morgan Stanley
7
Morgan Stanley
New York
$3.2M +$214K +2,576 +7%
Bank of America
8
Bank of America
North Carolina
$2.68M -$52.7K -633 -2%
FHC
9
First Heartland Consultants
Missouri
$1.74M +$1.74M +20,905 New
Wells Fargo
10
Wells Fargo
California
$979K -$4.99K -60 -0.5%
UBS Group
11
UBS Group
Switzerland
$919K +$3.99K +48 +0.4%
Stifel Financial
12
Stifel Financial
Missouri
$680K -$8.73K -105 -1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$675K -$43.8K -526 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$478K -$125K -1,497 -21%
AFG
15
Allegheny Financial Group
Pennsylvania
$464K +$2.25K +27 +0.5%
MCC
16
Money Concepts Capital
Florida
$377K +$377K +4,527 New
SMC
17
Smith, Moore & Co
Missouri
$373K +$99.8K +1,200 +37%
TFS
18
Thoroughbred Financial Services
Tennessee
$345K +$582 +7 +0.2%
CFA
19
Cahill Financial Advisors
Minnesota
$337K -$373K -4,480 -53%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$267K -$26.4K -317 -9%
SFA
21
Sequoia Financial Advisors
Ohio
$249K +$23.7K +285 +11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$241K -$7.74K -93 -3%
UWPG
23
Ullmann Wealth Partners Group
Florida
$241K +$333 +4 +0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$218K +$218K +2,621 New
IGWM
25
ICA Group Wealth Management
Colorado
$217K +$231K +2,782 New

EQWL Hedge Fund Activity: Q1 2022 in Review

42 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q1 2022, worth a combined $54.3M — up 11% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQWL positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.21M. The largest seller was Citadel Advisors, exiting entirely with an estimated $497K sold.

  • 42 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $54.3M of Invesco S&P 100 Equal Weight ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q1 2022 and 3 closed out, a net change of +4 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $5.21M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q1 2022 was Citadel Advisors, an estimated $497K sold.

Based on aggregated 13F filings for Q1 2022.