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Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

120 hedge funds and large institutions have $472M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
50
Reduced
28
Closed
4
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.2M
3
ASN
3
Advisory Services Network
Georgia
$8.95M
4
Ameriprise
4
Ameriprise
Minnesota
$26.7M
5
SMH
5
Sanders Morris Harris
Texas
$6.14M

Top Sellers

1
FP
1
Fiduciary Planning
Florida
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$19.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.07M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$4.32M -$47.2K -461 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.07M -$1.01M -9,830 -20%
PWA
28
PCG Wealth Advisors
Kansas
$3.94M +$140K +1,364 +4%
FTS
29
Fifth Third Securities
Ohio
$3.66M +$907K +8,865 +33%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.39M +$492K +4,815 +17%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$3.26M -$845K -8,262 -21%
UBS Group
32
UBS Group
Switzerland
$3.25M +$2.03M +19,857 +166%
HCM
33
Highview Capital Management
Illinois
$2.53M +$2.53M +24,747 New
CIG
34
CHB Investment Group
Pennsylvania
$2.39M -$192K -1,878 -7%
AWS
35
Atria Wealth Solutions
New York
$2.15M +$716K +6,998 +50%
SEIA
36
Signature Estate & Investment Advisors
California
$1.89M +$463K +4,524 +33%
CBT
37
CoreFirst Bank & Trust
Kansas
$1.79M +$137K +1,335 +8%
SCM
38
Steele Capital Management
Iowa
$1.74M -$63.7K -623 -4%
KWA
39
Kingswood Wealth Advisors
California
$1.53M -$160K -1,569 -9%
PAS
40
Park Avenue Securities
New York
$1.46M +$149K +1,461 +11%
SPC
41
Sigma Planning Corp
Michigan
$1.43M -$402K -3,935 -22%
KA
42
Kovack Advisors
Florida
$1.38M -$15.1K -148 -1%
Comerica Bank
43
Comerica Bank
Texas
$1.15M -$30.1K -294 -3%
CFD
44
Creative Financial Designs
Indiana
$1.12M +$87.9K +859 +9%
WCM
45
Winthrop Capital Management
Indiana
$1.09M -$61K -597 -5%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$1.08M – – –
NWMG
47
National Wealth Management Group
Ohio
$953K -$182K -1,777 -16%
KAS
48
Kestra Advisory Services
Texas
$941K +$4.4K +43 +0.5%
JWA
49
JFS Wealth Advisors
Pennsylvania
$941K – – –
SMC
50
Smith, Moore & Co
Missouri
$898K +$61.4K +600 +7%
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