EQWL icon

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 %
TLA
76
Tanglewood Legacy Advisors
Texas
$49.9K – – –
TWM
77
Tradition Wealth Management
Minnesota
$44K -$44K -500 -50%
ACA
78
Aptus Capital Advisors
Alabama
$42.5K -$7.27M -83,083 -99%
AWM
79
Aspire Wealth Management
Massachusetts
$35K +$262 +3 +0.8%
PCA
80
Providence Capital Advisors
North Carolina
$30.2K – – –
CFGS
81
Concourse Financial Group Securities
Alabama
$29.2K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$26.2K – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$22.2K – – –
AWM
84
Avior Wealth Management
Nebraska
$20.9K +$15.8K +180 +305%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$18K – – –
GRP
86
Global Retirement Partners
California
$10K +$10K +115 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$9.22K +$3.69K +42 +67%
PS
88
Principal Securities
Iowa
$8.11K +$8.11K +93 New
AF
89
Advisornet Financial
Minnesota
$7.21K – – –
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$7.02K +$7.02K +80 New
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.38K – – –
CCM
92
Chilton Capital Management
Texas
$3.68K +$3.68K +42 New
JWM
93
Janiczek Wealth Management
Colorado
$2.91K +$2.91K +33 New
Wells Fargo
94
Wells Fargo
California
$107 -$1.04M -9,694 -100%
FAIM
95
Financial Advocates Investment Management
Washington
– -$1.55M -19,669 Closed
AAS
96
Ameritas Advisory Services
Nebraska
– -$505K -6,451 Closed
KWM
97
Kingsview Wealth Management
Oregon
– -$455K -5,787 Closed
Belvedere Trading
98
Belvedere Trading
Illinois
– -$137K -1,741 Closed
HBW
99
Hazlett, Burt & Watson
West Virginia
– -$9K -112 Closed
1 2 3
4