EQWL icon

Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

101 hedge funds and large institutions have $334M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
53
Reduced
19
Closed
8
Calls
$4.04M
Puts
–
Net Calls
+$4.04M
Net Calls Change
+$4.04M

Top Buyers

1
SMH
Sanders Morris Harris
Texas
$5.76M
2
LPL Financial
LPL Financial
California
$53.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$16.9M
5
BDFN
Bond & Devick Financial Network
Minnesota
$11.5M

Top Sellers

1
FP
Fiduciary Planning
Florida
$20.8M
2
IGWM
ICA Group Wealth Management
Colorado
$154K
3
HI
Harbour Investments
Wisconsin
$45.2K
4
SSWM
Sheets Smith Wealth Management
North Carolina
$0
5
PCS
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$53.4M +$2.94M +31,162 +6%
Morgan Stanley
2
Morgan Stanley
New York
$28.6M +$672K +7,110 +2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$23.9M +$210K +2,225 +0.9%
FP
4
Fiduciary Planning
Florida
$20.8M -$6.53M -69,149 -24%
Bank of America
5
Bank of America
North Carolina
$18.6M +$842K +8,905 +5%
Ameriprise
6
Ameriprise
Minnesota
$16.9M +$1.77M +18,731 +12%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$16.1M +$899K +9,517 +6%
PWM
8
Prentice Wealth Management
New York
$11.5M +$309K +3,275 +3%
BDFN
9
Bond & Devick Financial Network
Minnesota
$11.5M +$1.69M +17,924 +17%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.1M +$2.14M +22,669 +27%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$9.11M +$101K +1,064 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.47M +$245K +2,597 +3%
AAS
13
Avantax Advisory Services
Texas
$7.33M +$109K +1,156 +2%
SMH
14
Sanders Morris Harris
Texas
$5.76M +$5.55M +58,753 +2,610%
FNT
15
First National Trust
Pennsylvania
$5.59M +$866K +9,166 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.44M +$1.2M +12,745 +28%
BCM
17
Beck Capital Management
Texas
$5.24M -$440K -4,659 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.1M +$1.69M +17,870 +50%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.08M +$700K +7,411 +16%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.99M +$348K +3,682 +7%
AWM
21
Able Wealth Management
New Jersey
$4.52M +$208K +2,202 +5%
Truist Financial
22
Truist Financial
North Carolina
$3.76M +$415K +4,392 +12%
MFG
23
Merit Financial Group
Georgia
$3.65M +$761K +8,058 +26%
PWA
24
PCG Wealth Advisors
Kansas
$3.28M +$236K +2,493 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.14M +$1.44M +15,272 +85%
1
2 3 4 5