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Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

94 hedge funds and large institutions have $257M 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.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+26
Holders Change %
+38.24%
% of All Funds
1.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
38
Reduced
15
Closed
5
Calls
$114K
Puts
$114K
Net Calls
–
Net Calls Change
+$102K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
FP
2
Fiduciary Planning
Florida
$24.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8M
5
SMH
5
Sanders Morris Harris
Texas
$4.13M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$42.5K
3
Goldman Sachs
3
Goldman Sachs
New York
$709K
4
UBS Group
4
UBS Group
Switzerland
$3.18M
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.73M -$204K -2,330 -11%
SCM
27
Steele Capital Management
Iowa
$1.71M +$1.71M +19,538 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.67M -$1.38M -15,756 -45%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.6M +$426K +4,866 +36%
Mariner
30
Mariner
Kansas
$1.58M +$1.58M +18,043 New
KAS
31
Kestra Advisory Services
Texas
$1.46M +$31.2K +356 +2%
BCP
32
Blue Chip Partners
Michigan
$1.38M -$224K -2,558 -14%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$1.19M +13,581 New
CBT
34
CoreFirst Bank & Trust
Kansas
$1.19M +$700K +8,000 +144%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.17M +$801K +9,150 +215%
PCS
36
Personal CFO Solutions
New Jersey
$1.11M +$1.11M +12,717 New
NWM
37
Napa Wealth Management
California
$1.1M +$1.1M +12,604 New
WCM
38
Winthrop Capital Management
Indiana
$1.05M +$1.05M +11,966 New
LNC
39
Lincoln National Corp
Pennsylvania
$970K +$970K +11,078 New
Neuberger Berman Group
40
Neuberger Berman Group
New York
$928K +$928K +10,600 New
KWA
41
Kingswood Wealth Advisors
California
$858K +$858K +9,800 New
RJA
42
Raymond James & Associates
Florida
$836K +$487K +5,559 +139%
PCMF
43
Private Capital Management (Florida)
Florida
$783K +$27.3K +312 +4%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$766K +$469K +5,356 +158%
CIC
45
Carnegie Investment Counsel
Ohio
$742K +$18.4K +210 +3%
Goldman Sachs
46
Goldman Sachs
New York
$709K -$3.5M -40,000 -83%
AFG
47
Allegheny Financial Group
Pennsylvania
$699K +$3.59K +41 +0.5%
NA
48
NewEdge Advisors
Louisiana
$681K -$57.2K -648 -8%
SMC
49
Smith, Moore & Co
Missouri
$650K -$8.76K -100 -1%
BCM
50
Brookstone Capital Management
Illinois
$581K +$581K +6,630 New
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