EQWL icon

Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

101 hedge funds and large institutions have $334M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
53
Reduced
19
Closed
8
Calls
$4.04M
Puts
–
Net Calls
+$4.04M
Net Calls Change
+$4.04M

Top Buyers

1
SMH
Sanders Morris Harris
Texas
$5.76M
2
LPL Financial
LPL Financial
California
$53.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$16.9M
5
BDFN
Bond & Devick Financial Network
Minnesota
$11.5M

Top Sellers

1
FP
Fiduciary Planning
Florida
$20.8M
2
IGWM
ICA Group Wealth Management
Colorado
$154K
3
HI
Harbour Investments
Wisconsin
$45.2K
4
SSWM
Sheets Smith Wealth Management
North Carolina
$0
5
PCS
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
26
Fifth Third Securities
Ohio
$2.72M +$1.25M +13,191 +85%
NWMG
27
National Wealth Management Group
Ohio
$2.13M -$60.6K -641 -3%
Mariner
28
Mariner
Kansas
$2M +$135K +1,425 +7%
SPC
29
Sigma Planning Corp
Michigan
$1.72M -$34K -360 -2%
SCM
30
Steele Capital Management
Iowa
$1.67M -$30.4K -322 -2%
KWA
31
Kingswood Wealth Advisors
California
$1.62M +$617K +6,528 +62%
KAS
32
Kestra Advisory Services
Texas
$1.53M -$45.8K -485 -3%
RJA
33
Raymond James & Associates
Florida
$1.48M +$82K +868 +6%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.44M -$333K -3,523 -19%
CBT
35
CoreFirst Bank & Trust
Kansas
$1.38M +$79.6K +842 +6%
TPA
36
Trivium Point Advisory
Connecticut
$1.18M +$1.18M +12,499 New
UBS Group
37
UBS Group
Switzerland
$1.14M +$28.9K +306 +3%
SEIA
38
Signature Estate & Investment Advisors
California
$1.14M +$1.14M +12,014 New
WCM
39
Winthrop Capital Management
Indiana
$1.13M +$473 +5 +0%
PAS
40
Park Avenue Securities
New York
$1.12M +$310K +3,285 +39%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$1M – – –
CFD
42
Creative Financial Designs
Indiana
$951K +$75.7K +801 +9%
PS
43
Principal Securities
Iowa
$908K +$899K +9,513 +10,229%
JWA
44
JFS Wealth Advisors
Pennsylvania
$869K – – –
PCMF
45
Private Capital Management (Florida)
Florida
$851K +$2.46K +26 +0.3%
CIC
46
Carnegie Investment Counsel
Ohio
$803K +$945 +10 +0.1%
FIA
47
Foundations Investment Advisors
Arizona
$803K +$150K +1,584 +23%
SMC
48
Smith, Moore & Co
Missouri
$801K +$47.3K +500 +6%
NFG
49
Nations Financial Group
Iowa
$799K +$17.9K +189 +2%
ASN
50
Advisory Services Network
Georgia
$781K +$781K +8,264 New
1
2
3 4 5