Invesco S&P 100 Equal Weight ETF
EQWL
94 hedge funds and large institutions have $240M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
39% more capital invested
Capital invested by funds: $173M → $240M (+$67.4M)
38% more funds holding
Funds holding: 68 → 94 (+26)
0% more call options, than puts
Call options by funds: $114K | Put options by funds: $114K
0.2% less ownership
Funds ownership: 54.2% → 54% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$15.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.21M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.05M |
| 4 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$3.82M |
| 5 |
Morgan Stanley
New York
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.48M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.75M |
| 3 |
Goldman Sachs
New York
|
-$3.25M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.67M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.55M |
EQWL Hedge Fund Activity: Q4 2023 in Review
94 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q4 2023, worth a combined $240M — up 39% from $173M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EQWL positions and 5 closed out — a net gain of 26 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Fiduciary Planning, adding an estimated $15.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.48M.
- 94 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q4 2023, up from 68 in Q3 2023.
- Funds reported $240M of Invesco S&P 100 Equal Weight ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 31 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q4 2023 and 5 closed out, a net change of +26 holders.
- The largest Invesco S&P 100 Equal Weight ETF buyer in Q4 2023 was Fiduciary Planning, an estimated $15.8M added.
- The largest Invesco S&P 100 Equal Weight ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $7.48M sold.
Based on aggregated 13F filings for Q4 2023.