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Invesco S&P 100 Equal Weight ETF (EQWL) Institutional Ownership

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$94.15
+0.32 (+0.34%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P 100 Equal Weight ETF (NYSEARCA:EQWL)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$145.75M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.38M
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EQWL Institutional Buying and Selling by Quarter

Invesco S&P 100 Equal Weight ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Sheets Smith Wealth Management13,861$1.32M0.1%N/A0.206%
5/8/2024 Avantax Advisory Services Inc.76,395$7.25M0.1%+2,118.2%1.135%
5/8/2024 Thoroughbred Financial Services LLC3,117$295K0.0%-23.6%0.046%
5/1/2024 Concourse Financial Group Securities Inc.540$51K0.0%+62.2%0.008%
4/29/2024Commonwealth Equity Services LLC44,866$4.26M0.0%+78.9%0.667%
4/29/2024 Fiduciary Planning LLC288,855$27.41M10.4%+2.5%4.292%
4/26/2024 First National Trust Co49,999$4.74M0.2%+59.9%0.743%
4/26/2024 Bond & Devick Financial Network Inc.103,341$9.81M5.3%+17.3%1.536%
4/25/2024 Cambridge Investment Research Advisors Inc.83,760$7.95M0.0%+856.8%1.245%
4/24/2024 PSI Advisors LLC2,628$249K0.1%+7.9%0.039%
4/23/2024 Nations Financial Group Inc. IA ADV8,262$784K0.1%+28.9%0.123%
4/23/2024 Raymond James Financial Services Advisors Inc.76,475$7.26M0.0%+2.7%1.136%
4/19/2024 Advisor Resource Council2,516$220K0.1%N/A0.071%
4/19/2024 PCG Wealth Advisors LLC32,199$3.06M1.5%+19.4%0.912%
4/18/2024 Steele Capital Management Inc.17,991$1.71M0.1%-7.9%0.510%
4/18/2024 Fifth Third Securities Inc.15,554$1.48M0.1%N/A0.441%
4/18/2024 SteelPeak Wealth LLC3,920$372K0.0%-23.9%0.111%
4/16/2024 Wealth Enhancement Advisory Services LLC95,366$9.05M0.0%+4.3%2.702%
4/15/2024 Brookstone Capital Management3,580$340K0.0%-46.0%0.101%
4/15/2024 Kingswood Wealth Advisors LLC10,586$1.01M0.1%+8.0%0.300%
4/15/2024 Prentice Wealth Management LLC118,146$11.21M3.9%+4.8%3.347%
4/11/2024 Sanders Morris Harris LLC2,251$214K0.0%-95.2%0.064%
4/11/2024Private Capital Management LLC8,948$783K0.2%+3.6%0.253%
4/10/2024 Park Avenue Securities LLC8,512$808K0.0%N/A0.241%
3/18/2024CoreFirst Bank & Trust13,574$1.19M0.8%+143.5%0.385%
3/8/2024ICA Group Wealth Management LLC40,543$3.55M0.8%+28.2%1.149%
2/22/2024Napa Wealth Management12,604$1.10M0.6%N/A0.357%
2/20/2024Able Wealth Management LLC33,360$2.92M2.7%N/A0.945%
2/14/2024 Personal CFO Solutions LLC12,717$1.11M0.2%N/A0.360%
2/13/2024Cetera Advisor Networks LLC195,850$17.15M0.1%+8.6%5.548%
2/12/2024 Tradition Wealth Management LLC500$44K0.0%-50.0%0.014%
2/9/2024 Nations Financial Group Inc. IA ADV6,409$561K0.1%N/A0.182%
2/9/2024 Frazier Financial Advisors LLC1,072$94K0.1%N/A0.030%
2/9/2024 D.A. Davidson & CO.6,082$533K0.0%-7.6%0.172%
2/9/2024 Thoroughbred Financial Services LLC4,080$357K0.0%+3.1%0.116%
2/7/2024 Avantax Advisory Services Inc.3,444$302K0.0%+8.8%0.098%
2/6/2024 Lincoln National Corp11,078$970K0.0%N/A0.314%
2/6/2024 Spire Wealth Management572$50K0.0%N/A0.016%
2/6/2024 First National Trust Co31,267$2.74M0.1%+74.3%0.886%
2/6/2024 Merit Financial Group LLC27,453$2.40M0.1%N/A0.778%
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2/5/2024 Steele Capital Management Inc.19,538$1.71M0.1%N/A0.553%
2/5/2024 Blue Chip Partners LLC15,758$1.38M0.1%-14.0%0.446%
2/2/2024 Truist Financial Corp24,901$2.18M0.0%+40.8%0.705%
2/1/2024National Wealth Management Group LLC24,844$2.18M2.1%+7.9%0.704%
2/1/2024 PSI Advisors LLC2,436$213K0.1%+159.4%0.069%
2/1/2024 CWM LLC13,581$1.19M0.0%N/A0.385%
1/31/2024 J.W. Cole Advisors Inc.2,362$207K0.0%N/A0.067%
1/30/2024 PCG Wealth Advisors LLC26,974$2.36M1.3%N/A0.764%
1/30/2024 Carnegie Capital Asset Management LLC8,480$742K0.0%+2.5%0.240%
1/25/2024 Fiduciary Planning LLC281,710$24.67M10.5%+222.4%7.980%
1/24/2024 SteelPeak Wealth LLC5,151$451K0.0%N/A0.146%
1/22/2024 Durante & Waters LLC3,600$315K0.3%N/A0.102%
1/18/2024 FLC Capital Advisors2,800$245K0.1%N/A0.079%
1/16/2024 Kingswood Wealth Advisors LLC9,800$858K0.1%N/A0.278%
1/16/2024 Raymond James Financial Services Advisors Inc.74,434$6.52M0.0%+15.1%2.109%
1/16/2024 Raymond James & Associates9,544$836K0.0%+139.5%0.270%
1/12/2024 Cedar Brook Financial Partners LLC6,563$574K0.1%+49.0%0.186%
1/11/2024 Brookstone Capital Management6,630$581K0.0%N/A0.188%
1/11/2024 Prentice Wealth Management LLC112,750$9.87M3.8%+7.9%3.194%
1/11/2024 Bond & Devick Financial Network Inc.88,091$7.71M4.4%+11.7%2.495%
1/11/2024 Sanders Morris Harris LLC46,977$4.13M2.0%N/A1.331%
12/18/2023CoreFirst Bank & Trust5,574$438K0.3%+406.7%0.158%
11/13/2023 LPL Financial LLC443,791$34.86M0.0%+53.7%12.572%
11/13/2023 Bison Wealth LLC5,874$461K0.1%+3.7%0.166%
11/13/2023Kestra Advisory Services LLC16,353$1.29M0.0%N/A0.463%
11/9/2023 UBS Group AG69,085$5.43M0.0%-13.0%1.957%
11/8/2023Aptus Capital Advisors LLC83,568$6.57M0.2%N/A2.367%
11/8/2023 D.A. Davidson & CO.6,579$517K0.0%+92.9%0.186%
11/8/2023 Atria Wealth Solutions Inc.2,972$233K0.0%N/A0.084%
11/7/2023 Kingsview Wealth Management LLC5,787$455K0.0%N/A0.164%
10/30/2023 Blue Chip Partners LLC18,316$1.44M0.2%-19.1%0.519%
10/27/2023 Financial Advocates Investment Management19,669$1.55M0.1%-2.0%0.557%
10/26/2023 Fiduciary Planning LLC87,389$6.87M3.2%N/A2.476%
10/24/2023 Raymond James Financial Services Advisors Inc.64,665$5.08M0.0%+96.8%1.832%
10/24/2023 Raymond James & Associates3,985$313K0.0%+9.2%0.113%
10/23/2023Commonwealth Equity Services LLC22,261$1.75M0.0%+13.8%0.631%
10/16/2023 Prentice Wealth Management LLC104,542$8.21M3.7%+827.2%2.962%
10/13/2023 PSI Advisors LLC939$74K0.0%+505.8%0.027%
10/13/2023 Bond & Devick Financial Network Inc.78,897$6.20M4.0%N/A2.235%
8/15/2023Private Capital Management LLC6,497$529K0.1%N/A0.184%
8/14/2023 Bison Wealth LLC5,664$461K0.1%N/A0.160%
8/11/2023 D.A. Davidson & CO.3,410$278K0.0%N/A0.097%
8/10/2023 Osaic Holdings Inc.33,430$2.72M0.0%+81.9%0.947%
8/10/2023Commonwealth Equity Services LLC19,555$1.59M0.0%+520.2%0.554%
8/10/2023National Wealth Management Group LLC19,875$1.66M1.7%+416.5%0.563%
8/10/2023Cetera Advisor Networks LLC169,472$13.81M0.1%+1,265.5%4.801%
8/10/2023Cetera Investment Advisers3,969$323K0.0%N/A0.112%
8/7/2023CoreFirst Bank & Trust1,100$90K0.1%N/A0.040%
8/4/2023 Envestnet Asset Management Inc.21,536$1.75M0.0%+88.0%0.777%
8/4/2023 Simplex Trading LLC463$37K0.0%N/A0.017%
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8/3/2023 Maltin Wealth Management Inc.2,946$240K0.0%N/A0.106%
8/2/2023 Blue Chip Partners LLC22,630$1.84M0.2%N/A0.817%
8/2/2023 Sigma Planning Corp4,778$389K0.0%N/A0.172%
8/1/2023 Truist Financial Corp11,138$907K0.0%+55.2%0.402%
7/31/2023 LPL Financial LLC288,768$23.52M0.0%+21.0%10.425%
7/25/2023 Raymond James Financial Services Advisors Inc.32,854$2.68M0.0%+662.6%1.186%
7/25/2023 Raymond James & Associates3,650$297K0.0%+7.4%0.132%
7/14/2023 Advisor Resource Council2,516$205K0.1%N/A0.091%
7/13/2023 Cambridge Investment Research Advisors Inc.3,373$275K0.0%+17.8%0.122%
7/12/2023 Maltin Wealth Management Inc.2,946$240K0.0%N/A0.106%
(Data available from 1/1/2016 forward)

EQWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQWL shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Invesco S&P 100 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($34.86M), Fiduciary Planning LLC ($27.41M), Cetera Advisor Networks LLC ($17.15M), Prentice Wealth Management LLC ($11.21M), Bond & Devick Financial Network Inc. ($9.81M), Wealth Enhancement Advisory Services LLC ($9.05M), and Cambridge Investment Research Advisors Inc. ($7.95M).Learn more on EQWL's institutional investors.

Which institutional investors have been buying Invesco S&P 100 Equal Weight ETF stock?

Of the 68 institutional investors that purchased Invesco S&P 100 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiduciary Planning LLC ($288.86K), LPL Financial LLC ($274.50K), Cetera Advisor Networks LLC ($172.64K), Prentice Wealth Management LLC ($120.58K), Bond & Devick Financial Network Inc. ($103.34K), Aptus Capital Advisors LLC ($86.08K), and Cambridge Investment Research Advisors Inc. ($78.38K).

How much institutional buying is happening at Invesco S&P 100 Equal Weight ETF?

Institutional investors have bought a total of 1,974,953 shares in the last 24 months. This purchase volume represents approximately $164.21M in transactions.

Which Invesco S&P 100 Equal Weight ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco S&P 100 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanders Morris Harris LLC ($44.73K), Northwestern Mutual Wealth Management Co. ($38.89K), First Heartland Consultants Inc. ($24.19K), MML Investors Services LLC ($23.84K), Envestnet Asset Management Inc. ($15.46K), UBS Group AG ($10.33K), and Blue Chip Partners LLC ($6.87K).

How much institutional selling is happening at Invesco S&P 100 Equal Weight ETF?

Institutional investors have sold a total of 177,708 shares in the last 24 months. This volume of shares sold represents approximately $13.95M in transactions.


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This page (NYSEARCA:EQWL) was last updated on 5/14/2024 by MarketBeat.com Staff

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