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Invesco S&P 100 Equal Weight ETF
EQWL

Overview Fund Activity

120 hedge funds and large institutions have $472M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
50
Reduced
28
Closed
4
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.2M
3
ASN
3
Advisory Services Network
Georgia
$8.95M
4
Ameriprise
4
Ameriprise
Minnesota
$26.7M
5
SMH
5
Sanders Morris Harris
Texas
$6.14M

Top Sellers

1
FP
1
Fiduciary Planning
Florida
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$19.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.07M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$80.4M +$10.9M +106,600 +16%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$47.1M +$5.47M +53,496 +13%
Morgan Stanley
3
Morgan Stanley
New York
$45.2M +$8.44M +82,531 +23%
Ameriprise
4
Ameriprise
Minnesota
$26.7M +$7.96M +77,863 +43%
Bank of America
5
Bank of America
North Carolina
$19.1M -$1.69M -16,513 -8%
BDFN
6
Bond & Devick Financial Network
Minnesota
$18.9M – – –
FP
7
Fiduciary Planning
Florida
$17.7M -$1.9M -18,555 -10%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$14.7M -$1.13M -11,026 -7%
PWM
9
Prentice Wealth Management
New York
$12.5M -$34.7K -339 -0.3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$11.3M +$693K +6,780 +7%
AAS
11
Avantax Advisory Services
Texas
$11.3M +$2.91M +28,425 +35%
Raymond James Financial
12
Raymond James Financial
Florida
$11.2M +$11.2M +109,670 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$557K +5,450 +5%
ASN
14
Advisory Services Network
Georgia
$8.95M +$8.1M +79,219 +959%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.52M +$466K +4,561 +7%
AWM
16
Able Wealth Management
New Jersey
$6.19M +$587K +5,735 +10%
SMH
17
Sanders Morris Harris
Texas
$6.14M +$5.9M +57,675 +2,475%
SNWA
18
Siligmueller & Norvid Wealth Advisors
Illinois
$6.02M +$6.02M +58,822 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.89M -$32.4K -317 -0.5%
BCM
20
Beck Capital Management
Texas
$5.84M -$98.8K -966 -2%
FNT
21
First National Trust
Pennsylvania
$5.69M -$195K -1,907 -3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$5.35M +$3.45M +33,740 +181%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.02M +$453K +4,433 +10%
MFG
24
Merit Financial Group
Georgia
$4.8M +$774K +7,570 +19%
PS
25
Principal Securities
Iowa
$4.41M +$1.96M +19,133 +80%
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