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Invesco S&P 100 Equal Weight ETF

121 hedge funds and large institutions have $474M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $405M → $474M (+$69.2M)

11% more funds holding

Funds holding: 109121 (+12)

1.44% more ownership

Funds ownership: 48.55%49.98% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
50
Reduced
29
Closed
4
Calls
$1.2M
Puts
Net Calls
+$1.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$80.4M +$11.1M +106,600 +16%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$47.1M +$5.58M +53,496 +13%
Morgan Stanley
3
Morgan Stanley
New York
$45.2M +$8.6M +82,531 +23%
Ameriprise
4
Ameriprise
Minnesota
$26.7M +$8.12M +77,863 +43%
Bank of America
5
Bank of America
North Carolina
$19.1M -$1.72M -16,513 -8%
BDFN
6
Bond & Devick Financial Network
Minnesota
$18.9M
FP
7
Fiduciary Planning
Florida
$17.7M -$1.93M -18,555 -10%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$14.7M -$1.15M -11,026 -7%
PWM
9
Prentice Wealth Management
New York
$12.5M -$35.3K -339 -0.3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$11.3M +$707K +6,780 +7%
AAS
11
Avantax Advisory Services
Texas
$11.3M +$2.96M +28,425 +35%
Raymond James Financial
12
Raymond James Financial
Florida
$11.2M +$11.4M +109,670 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$568K +5,450 +5%
ASN
14
Advisory Services Network
Georgia
$8.95M +$8.26M +79,219 +959%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.52M +$475K +4,561 +7%
AWM
16
Able Wealth Management
New Jersey
$6.19M +$598K +5,735 +10%
SMH
17
Sanders Morris Harris
Texas
$6.14M +$6.01M +57,675 +2,475%
SNWA
18
Siligmueller & Norvid Wealth Advisors
Illinois
$6.02M +$6.13M +58,822 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.89M -$33K -317 -0.5%
BCM
20
Beck Capital Management
Texas
$5.84M -$101K -966 -2%
FNT
21
First National Trust
Pennsylvania
$5.69M -$199K -1,907 -3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$5.35M +$3.52M +33,740 +181%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.02M +$462K +4,433 +10%
MFG
24
Merit Financial Group
Georgia
$4.8M +$789K +7,570 +19%
PS
25
Principal Securities
Iowa
$4.41M +$1.99M +19,133 +80%

EQWL Hedge Fund Activity: Q4 2024 in Review

121 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q4 2024, worth a combined $474M — up 17% from $405M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EQWL positions and 4 closed out — a net gain of 16 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was Fiduciary Planning, cutting an estimated $1.93M.

  • 121 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $474M of Invesco S&P 100 Equal Weight ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q4 2024 was LPL Financial, an estimated $11.1M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q4 2024 was Fiduciary Planning, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.