EQWL icon

Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

48 hedge funds and large institutions have $56.3M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
8
Closed
9
Calls
$882K
Puts
$78K
Net Calls
+$804K
Net Calls Change
+$804K

Top Buyers

1
LPL Financial
LPL Financial
California
$18.6M
2
FAIM
Financial Advocates Investment Management
Washington
$1.75M
3
CAN
Cetera Advisor Networks
California
$969K
4
CBFP
Cedar Brook Financial Partners
Ohio
$348K
5
Osaic Holdings
Osaic Holdings
Arizona
$1.43M

Top Sellers

1
MCC
Money Concepts Capital
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$3.26M
3
GVAG
Great Valley Advisor Group
Delaware
$0
4
ACA
Aptus Capital Advisors
Alabama
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$18.6M +$2.72M +34,887 +17%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.06M -$182K -2,337 -2%
Ameriprise
3
Ameriprise
Minnesota
$4.58M +$79.1K +1,013 +2%
Morgan Stanley
4
Morgan Stanley
New York
$3.26M -$261K -3,338 -7%
IGWM
5
ICA Group Wealth Management
Colorado
$2.12M +$252K +3,230 +13%
Bank of America
6
Bank of America
North Carolina
$1.96M +$257K +3,296 +15%
FAIM
7
Financial Advocates Investment Management
Washington
$1.75M +$1.75M +22,454 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$1.75M -$104K -1,336 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.43M +$343K +4,396 +31%
CAN
10
Cetera Advisor Networks
California
$969K +$969K +12,411 New
UBS Group
11
UBS Group
Switzerland
$935K -$5.23K -67 -0.6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$894K +$48.5K +621 +6%
Wells Fargo
13
Wells Fargo
California
$864K -$3.75K -48 -0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$700K +$32.6K +418 +5%
PWM
15
Prentice Wealth Management
New York
$680K +$27.2K +349 +4%
CIC
16
Carnegie Investment Counsel
Ohio
$644K +$143K +1,836 +29%
NA
17
NewEdge Advisors
Louisiana
$631K +$28.4K +364 +5%
SMC
18
Smith, Moore & Co
Missouri
$622K +$31.2K +400 +5%
AFG
19
Allegheny Financial Group
Pennsylvania
$614K +$86.2K +1,105 +16%
Truist Financial
20
Truist Financial
North Carolina
$560K +$38.9K +499 +7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$546K -$23.9K -306 -4%
AAS
22
Ameritas Advisory Services
Nebraska
$498K +$23.8K +305 +5%
MML Investors Services
23
MML Investors Services
Massachusetts
$398K +$6.48K +83 +2%
FHC
24
First Heartland Consultants
Missouri
$367K – – –
CBFP
25
Cedar Brook Financial Partners
Ohio
$348K +$348K +4,460 New
1
2 3