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Invesco S&P 100 Equal Weight ETF

128 hedge funds and large institutions have $563M invested in Invesco S&P 100 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 22

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $474M → $563M (+$89M)

6% more funds holding

Funds holding: 121128 (+7)

0.25% more ownership

Funds ownership: 49.98%50.23% (+0.25%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
67
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$94.6M +$13.8M +131,502 +17%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$53.6M +$6.25M +59,526 +13%
Morgan Stanley
3
Morgan Stanley
New York
$45.4M -$189K -1,797 -0.4%
Ameriprise
4
Ameriprise
Minnesota
$28.9M +$1.76M +16,784 +6%
BDFN
5
Bond & Devick Financial Network
Minnesota
$28.4M +$9.54M +90,847 +49%
Osaic Holdings
6
Osaic Holdings
Arizona
$24.3M +$19.6M +186,835 +381%
Bank of America
7
Bank of America
North Carolina
$21.5M +$2.23M +21,280 +11%
FP
8
Fiduciary Planning
Florida
$16.3M -$1.62M -15,417 -9%
AAS
9
Avantax Advisory Services
Texas
$14.9M +$3.6M +34,332 +31%
Raymond James Financial
10
Raymond James Financial
Florida
$14.4M +$3.18M +30,306 +28%
PAG
11
Private Advisor Group
New Jersey
$14.4M +$14M +133,129 +2,048%
PWM
12
Prentice Wealth Management
New York
$12.8M +$202K +1,921 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.9M +$517K +4,926 +4%
CWA
14
CM Wealth Advisors
Ohio
$11.7M +$11.9M +113,546 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$11M -$144K -1,368 -1%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$10.9M +$5.68M +54,122 +103%
ASN
17
Advisory Services Network
Georgia
$9.16M +$148K +1,412 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.57M +$1.01M +9,608 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.07M +$1.15M +10,967 +19%
AWM
20
Able Wealth Management
New Jersey
$6.81M +$582K +5,541 +9%
SNWA
21
Siligmueller & Norvid Wealth Advisors
Illinois
$6.05M -$14.4K -137 -0.2%
BCM
22
Beck Capital Management
Texas
$5.58M -$309K -2,947 -5%
Truist Financial
23
Truist Financial
North Carolina
$5.35M +$1.02M +9,697 +23%
MFG
24
Merit Financial Group
Georgia
$5.15M +$311K +2,967 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.79M +$700K +6,664 +17%

EQWL Hedge Fund Activity: Q1 2025 in Review

128 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 100 Equal Weight ETF (EQWL) for Q1 2025, worth a combined $563M — up 19% from $474M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EQWL positions and 8 closed out — a net gain of 10 holders — while 67 added to existing stakes and 22 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $14.7M sold.

  • 128 institutional investors held Invesco S&P 100 Equal Weight ETF (EQWL) as of Q1 2025, up from 121 in Q4 2024.
  • Funds reported $563M of Invesco S&P 100 Equal Weight ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 100 Equal Weight ETF positions in Q1 2025 and 8 closed out, a net change of +10 holders.
  • The largest Invesco S&P 100 Equal Weight ETF buyer in Q1 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest Invesco S&P 100 Equal Weight ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2025.