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Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

68 hedge funds and large institutions have $173M invested in Invesco S&P 100 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
14
Increased
37
Reduced
7
Closed
5
Calls
$79K
Puts
$181K
Net Calls
-$102K
Net Calls Change
-$1.06M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$34.9M
2
PWM
2
Prentice Wealth Management
New York
$8.21M
3
FP
3
Fiduciary Planning
Florida
$6.87M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.57M
5
BDFN
5
Bond & Devick Financial Network
Minnesota
$6.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.43M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
BCP
3
Blue Chip Partners
Michigan
$1.44M
4
Wells Fargo
4
Wells Fargo
California
$762K
5
AC
5
Avant Capital
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$34.9M +$12.2M +155,023 +54%
CAN
2
Cetera Advisor Networks
California
$14.2M +$848K +10,797 +6%
Morgan Stanley
3
Morgan Stanley
New York
$13.7M +$2.28M +28,975 +20%
Ameriprise
4
Ameriprise
Minnesota
$12.5M +$4.55M +57,921 +57%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$2.99M +38,073 +37%
PWM
6
Prentice Wealth Management
New York
$8.21M +$7.33M +93,267 +827%
Bank of America
7
Bank of America
North Carolina
$7.48M +$5.84M +74,378 +357%
FP
8
Fiduciary Planning
Florida
$6.87M +$6.87M +87,389 New
ACA
9
Aptus Capital Advisors
Alabama
$6.57M +$6.57M +83,568 New
BDFN
10
Bond & Devick Financial Network
Minnesota
$6.2M +$6.2M +78,897 New
UBS Group
11
UBS Group
Switzerland
$5.43M -$812K -10,333 -13%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.08M +$2.5M +31,811 +97%
Goldman Sachs
13
Goldman Sachs
New York
$3.78M +$3.55M +45,138 +1,523%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$3.26M +41,526 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.74M +$111K +1,408 +4%
IGWM
16
ICA Group Wealth Management
Colorado
$2.48M +$169K +2,152 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.05M +$357K +4,543 +21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.01M +$1.28M +16,319 +177%
NWMG
19
National Wealth Management Group
Ohio
$1.81M +$247K +3,143 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.75M +$213K +2,706 +14%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.73M -$33.7K -429 -2%
FAIM
22
Financial Advocates Investment Management
Washington
$1.55M -$32.1K -408 -2%
BCP
23
Blue Chip Partners
Michigan
$1.44M -$339K -4,314 -19%
FNT
24
First National Trust
Pennsylvania
$1.41M +$1.41M +17,934 New
Truist Financial
25
Truist Financial
North Carolina
$1.39M +$514K +6,545 +59%
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