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 %
LPL Financial
1
LPL Financial
California
$41.1M +$2.24M +25,572 +6%
Morgan Stanley
2
Morgan Stanley
New York
$35.5M +$20.3M +231,452 +133%
FP
3
Fiduciary Planning
Florida
$24.7M +$17M +194,321 +222%
CAN
4
Cetera Advisor Networks
California
$17.1M +$1.36M +15,581 +9%
Ameriprise
5
Ameriprise
Minnesota
$15M +$1.05M +11,998 +8%
PWM
6
Prentice Wealth Management
New York
$9.87M +$719K +8,208 +8%
Bank of America
7
Bank of America
North Carolina
$9.87M +$1.53M +17,470 +18%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$8M +$4.37M +49,875 +120%
BDFN
9
Bond & Devick Financial Network
Minnesota
$7.71M +$805K +9,194 +12%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.68M +$6.68M +76,329 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.52M +$855K +9,769 +15%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$4.3M -$8.05M -91,967 -65%
SMH
13
Sanders Morris Harris
Texas
$4.13M +$4.13M +46,977 New
IGWM
14
ICA Group Wealth Management
Colorado
$3.55M +$782K +8,928 +28%
UBS Group
15
UBS Group
Switzerland
$3.18M -$2.87M -32,785 -47%
AWM
16
Able Wealth Management
New Jersey
$2.92M +$2.92M +33,360 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.84M +$555K +6,333 +24%
FNT
18
First National Trust
Pennsylvania
$2.74M +$1.17M +13,333 +74%
MFG
19
Merit Financial Group
Georgia
$2.4M +$2.4M +27,453 New
PWA
20
PCG Wealth Advisors
Kansas
$2.36M +$2.36M +26,974 New
HI
21
Harbour Investments
Wisconsin
$2.2M +$2.2M +25,079 +192,915%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.2M +$247K +2,820 +13%
Truist Financial
23
Truist Financial
North Carolina
$2.18M +$632K +7,218 +41%
NWMG
24
National Wealth Management Group
Ohio
$2.18M +$160K +1,826 +8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.16M -$81.6K -932 -4%
1
2 3 4