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Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

59 hedge funds and large institutions have $105M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
6
Closed
4
Calls
$961K
Puts
–
Net Calls
+$961K
Net Calls Change
+$157K

Top Buyers

1
CAN
Cetera Advisor Networks
California
$13.8M
2
Morgan Stanley
Morgan Stanley
New York
$11.8M
3
UBS Group
UBS Group
Switzerland
$6.47M
4
LPL Financial
LPL Financial
California
$23.5M
5
Ameriprise
Ameriprise
Minnesota
$8.23M

Top Sellers

1
AFG
Allegheny Financial Group
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$1.7M
3
Belvedere Trading
Belvedere Trading
Illinois
$0
4
FAIM
Financial Advocates Investment Management
Washington
$1.64M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMF
26
Private Capital Management (Florida)
Florida
$529K +$529K +6,497 New
AAS
27
Ameritas Advisory Services
Nebraska
$509K -$5.48K -68 -1%
BW
28
Bison Wealth
Georgia
$461K +$461K +5,664 New
SPC
29
Sigma Planning Corp
Michigan
$389K +$389K +4,778 New
FHC
30
First Heartland Consultants
Missouri
$383K – – –
CBFP
31
Cedar Brook Financial Partners
Ohio
$357K -$6.27K -77 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$323K +$323K +3,969 New
RJA
33
Raymond James & Associates
Florida
$297K +$20.4K +250 +7%
CFA
34
Cahill Financial Advisors
Minnesota
$279K +$81 +1 +0%
DADC
35
D.A. Davidson & Co
Montana
$278K +$278K +3,410 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$275K +$41.6K +510 +18%
AAS
37
Avantax Advisory Services
Texas
$255K +$255K +3,136 New
TFS
38
Thoroughbred Financial Services
Tennessee
$243K +$162 +2 +0.1%
Goldman Sachs
39
Goldman Sachs
New York
$241K +$241K +2,964 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$240K +$896 +11 +0.4%
AC
41
Avant Capital
Louisiana
$223K +$223K +2,742 New
ARC
42
Advisor Resource Council
Texas
$205K +$205K +2,516 New
HF
43
Halpern Financial
Virginia
$104K – – –
CBT
44
CoreFirst Bank & Trust
Kansas
$89.6K +$89.6K +1,100 New
TLA
45
Tanglewood Legacy Advisors
Texas
$46.4K – – –
TWM
46
Tradition Wealth Management
Minnesota
$41K +$41K +500 New
Simplex Trading
47
Simplex Trading
Illinois
$37K +$37K +463 New
AWM
48
Aspire Wealth Management
Massachusetts
$32.2K +$163 +2 +0.5%
PCA
49
Providence Capital Advisors
North Carolina
$28.1K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$27.1K -$6.11K -75 -18%
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