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Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

68 hedge funds and large institutions have $173M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
14
Increased
37
Reduced
7
Closed
5
Calls
$79K
Puts
$181K
Net Calls
-$102K
Net Calls Change
-$1.06M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$34.9M
2
PWM
2
Prentice Wealth Management
New York
$8.21M
3
FP
3
Fiduciary Planning
Florida
$6.87M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.57M
5
BDFN
5
Bond & Devick Financial Network
Minnesota
$6.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.43M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
BCP
3
Blue Chip Partners
Michigan
$1.44M
4
Wells Fargo
4
Wells Fargo
California
$762K
5
AC
5
Avant Capital
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.28M +$1.28M +16,353 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.05M +$438K +5,572 +71%
Wells Fargo
28
Wells Fargo
California
$762K -$286K -3,641 -27%
PCMF
29
Private Capital Management (Florida)
Florida
$678K +$168K +2,139 +33%
NA
30
NewEdge Advisors
Louisiana
$657K +$15.6K +199 +2%
CIC
31
Carnegie Investment Counsel
Ohio
$650K +$786 +10 +0.1%
AFG
32
Allegheny Financial Group
Pennsylvania
$624K +$624K +7,947 New
SMC
33
Smith, Moore & Co
Missouri
$591K -$43.2K -550 -7%
MML Investors Services
34
MML Investors Services
Massachusetts
$575K -$103K -1,311 -15%
Citadel Advisors
35
Citadel Advisors
Florida
$532K +$532K +6,774 New
DADC
36
D.A. Davidson & Co
Montana
$517K +$249K +3,169 +93%
AAS
37
Ameritas Advisory Services
Nebraska
$505K +$10.4K +133 +2%
BW
38
Bison Wealth
Georgia
$461K +$16.5K +210 +4%
KWM
39
Kingsview Wealth Management
Oregon
$455K +$455K +5,787 New
CBT
40
CoreFirst Bank & Trust
Kansas
$438K +$351K +4,474 +407%
FHC
41
First Heartland Consultants
Missouri
$369K – – –
CBFP
42
Cedar Brook Financial Partners
Ohio
$346K +$1.81K +23 +0.5%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$334K +$22.4K +285 +7%
RJA
44
Raymond James & Associates
Florida
$313K +$26.3K +335 +9%
TFS
45
Thoroughbred Financial Services
Tennessee
$310K +$75.7K +967 +32%
CFA
46
Cahill Financial Advisors
Minnesota
$269K +$79 +1 +0%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$267K +$1.96K +25 +0.7%
AAS
48
Avantax Advisory Services
Texas
$249K +$2.36K +30 +1%
AWS
49
Atria Wealth Solutions
New York
$233K +$233K +2,972 New
UWPG
50
Ullmann Wealth Partners Group
Florida
$232K +$943 +12 +0.4%
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