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

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.3M
2
ACA
Aptus Capital Advisors
Alabama
$42.5K
3
Goldman Sachs
Goldman Sachs
New York
$709K
4
UBS Group
UBS Group
Switzerland
$3.18M
5
FAIM
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
51
Cedar Brook Financial Partners
Ohio
$574K +$189K +2,157 +49%
NFG
52
Nations Financial Group
Iowa
$561K +$561K +6,409 New
DADC
53
D.A. Davidson & Co
Montana
$533K -$43.5K -497 -8%
BW
54
Bison Wealth
Georgia
$517K +$2.28K +26 +0.4%
MML Investors Services
55
MML Investors Services
Massachusetts
$507K -$134K -1,527 -21%
VWA
56
Visionary Wealth Advisors
Illinois
$453K +$453K +5,173 New
SW
57
SteelPeak Wealth
California
$451K +$451K +5,151 New
WI
58
Wintrust Investments
Illinois
$433K +$433K +4,950 New
FHC
59
First Heartland Consultants
Missouri
$412K – – –
BCM
60
Beck Capital Management
Texas
$395K +$395K +4,516 New
TFS
61
Thoroughbred Financial Services
Tennessee
$357K +$10.7K +122 +3%
DW
62
Durante & Waters
New York
$315K +$315K +3,600 New
AAS
63
Avantax Advisory Services
Texas
$302K +$24.3K +278 +9%
CFA
64
Cahill Financial Advisors
Minnesota
$300K +$175 +2 +0.1%
Comerica Bank
65
Comerica Bank
Texas
$282K +$216K +2,463 +327%
AWS
66
Atria Wealth Solutions
New York
$265K +$4.82K +55 +2%
UWPG
67
Ullmann Wealth Partners Group
Florida
$260K +$1.05K +12 +0.4%
FCA
68
FLC Capital Advisors
California
$245K +$245K +2,800 New
PA
69
PSI Advisors
Florida
$213K +$131K +1,497 +159%
JWCA
70
J.W. Cole Advisors
Florida
$207K +$207K +2,362 New
Citadel Advisors
71
Citadel Advisors
Florida
$201K -$392K -4,473 -66%
ASN
72
Advisory Services Network
Georgia
$118K +$118K +1,348 New
HF
73
Halpern Financial
Virginia
$111K – – –
FFA
74
Frazier Financial Advisors
Ohio
$93.9K +$93.9K +1,072 New
SWM
75
Spire Wealth Management
Virginia
$50.3K +$50.3K +572 New
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