Free Trial

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

Invesco S&P 100 Equal Weight ETF logo
$115.44 +0.26 (+0.23%)
Closing price 04:10 PM Eastern
Extended Trading
$115.39 -0.05 (-0.04%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco S&P 100 Equal Weight ETF (NYSEARCA:EQWL)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$355.64M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$39.67M
Get EQWL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 100 Equal Weight ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EQWL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/25/2025National Wealth Management Group LLC25,863$2.84M1.6%+0.4%0.184%
9/4/2025Osaic Holdings Inc.221,794$24.40M0.0%-6.0%1.576%
8/26/2025Thrivent Financial for Lutherans145,395$15.99M0.0%N/A1.033%
8/19/2025Advisory Services Network LLC31,289$3.44M0.1%-64.8%0.222%
8/15/2025Equitable Holdings Inc.35,025$3.85M0.0%+112.7%0.249%
8/15/2025Blue Chip Partners LLC3,605$396K0.0%-8.7%0.026%
8/15/2025MML Investors Services LLC8,660$952K0.0%-3.2%0.062%
8/15/2025Great Valley Advisor Group Inc.9,117$1.00M0.0%N/A0.065%
8/15/2025EP Wealth Advisors LLC4,125$454K0.0%+175.9%0.029%
8/15/2025Ameriprise Financial Inc.444,410$48.86M0.0%+60.1%3.159%
8/14/2025Jane Street Group LLC8,120$893K0.0%+6.9%0.058%
8/14/2025Raymond James Financial Inc.174,000$19.14M0.0%+24.3%1.237%
8/14/2025HUB Investment Partners LLC5,602$616K0.0%+25.6%0.040%
8/14/2025NewEdge Advisors LLC3,585$394K0.0%-12.2%0.025%
8/14/2025CoreFirst Bank & Trust19,574$2.15M1.2%+2.0%0.139%
8/14/2025Goodwin Investment Advisory11,858$1.30M1.5%N/A0.084%
8/13/2025StoneX Group Inc.5,512$606K0.0%+32.8%0.039%
8/13/2025RFP Financial Group LLC471,667$51.87M21.4%N/A3.352%
8/13/2025First Trust Advisors LP2,588$285K0.0%N/A0.018%
8/13/2025Beacon Pointe Advisors LLC13,572$1.49M0.0%+21.4%0.096%
8/13/2025Smith Moore & CO.9,075$998K0.1%+3.4%0.064%
8/13/2025Northwestern Mutual Wealth Management Co.84,316$9.27M0.0%+143.7%0.599%
8/12/2025Global Retirement Partners LLC2,369$261K0.0%N/A0.017%
8/12/2025JPMorgan Chase & Co.31,640$3.48M0.0%+557.7%0.225%
8/11/2025Highview Capital Management LLC DE 61,533$6.77M2.6%+68.1%0.444%
8/11/2025Western Wealth Management LLC1,871$206K0.0%N/A0.013%
8/8/2025Rockefeller Capital Management L.P.12,489$1.37M0.0%N/A0.090%
8/8/2025Avantax Advisory Services Inc.169,949$18.69M0.1%+17.3%1.225%
8/8/2025Thoroughbred Financial Services LLC5,199$571K0.0%+42.3%0.037%
8/8/2025Cetera Investment Advisers550,308$60.52M0.1%+5.9%3.968%
8/8/2025Foundations Investment Advisors LLC12,909$1.42M0.0%+63.4%0.093%
8/7/2025Winthrop Capital Management LLC8,498$935K0.2%-20.4%0.061%
8/6/2025CM Wealth Advisors LLC105,982$11.66M3.4%-6.7%0.764%
8/6/2025Able Wealth Management LLC72,384$7.96M4.0%+9.6%0.522%
8/6/2025Columbia River Financial Group LLC39,763$4.36M2.8%-3.2%0.287%
8/4/2025Creative Financial Designs Inc. ADV15,763$1.73M0.1%+20.7%0.114%
8/4/2025Kovack Advisors Inc.15,893$1.75M0.2%+4.8%0.115%
8/4/2025Spire Wealth Management705$78K0.0%+23.3%0.005%
8/4/2025Arkadios Wealth Advisors10,930$1.20M0.0%+217.2%0.079%
8/1/2025Envestnet Asset Management Inc.78,206$8.60M0.0%+14.1%0.564%
7/31/2025Brighton Jones LLC2,629$289K0.0%N/A0.019%
7/31/2025Glass Jacobson Investment Advisors llc3,536$389K0.1%+274.6%0.025%
7/31/2025Carnegie Investment Counsel7,753$853K0.0%-7.1%0.056%
7/31/2025Prentice Wealth Management LLC135,020$14.85M3.9%+8.4%0.973%
7/30/2025D.A. Davidson & CO.3,533$389K0.0%-37.3%0.025%
7/30/2025Fiduciary Planning LLC140,513$15.45M5.1%-11.0%1.013%
7/29/2025Chicago Partners Investment Group LLC3,371$378K0.0%N/A0.024%
7/29/2025Systelligence LLC109,910$12.09M2.2%N/A0.792%
7/29/2025Signature Estate & Investment Advisors LLC29,462$3.24M0.1%+13.2%0.212%
7/29/2025Stratos Wealth Partners LTD.10,310$1.13M0.0%+319.6%0.074%
7/29/2025Harbor Asset Planning Inc.1,629$179K0.2%N/A0.012%
7/25/2025Atria Wealth Solutions Inc.26,547$2.95M0.1%+4.4%0.191%
7/23/2025Kingswood Wealth Advisors LLC11,404$1.25M0.1%-12.9%0.083%
7/22/2025Belpointe Asset Management LLC2,898$319K0.0%N/A0.021%
7/22/2025Merit Financial Group LLC50,616$5.57M0.1%+1.4%0.367%
7/21/2025Ameritas Advisory Services LLC1,052$116K0.0%N/A0.008%
7/18/2025Precision Wealth Strategies LLC8,610$947K0.3%N/A0.062%
7/18/2025QTR Family Wealth LLC5,580$614K0.4%-1.8%0.040%
7/18/2025Forza Wealth Management LLC4,352$479K0.2%N/A0.031%
7/18/2025Truist Financial Corp64,082$7.05M0.0%+23.5%0.462%
7/17/2025Janney Montgomery Scott LLC28,788$3.17M0.0%N/A0.208%
7/17/2025Fifth Third Securities Inc.35,783$3.94M0.3%-1.5%0.259%
7/17/2025Altus Wealth Management LLC295,389$32.48M15.5%N/A2.139%
7/17/2025Michels Family Financial LLC4,896$538K0.5%+5.2%0.035%
7/15/2025Signal Tree Financial Partners LLC2,710$298K0.3%N/A0.020%
7/14/2025Park Avenue Securities LLC15,695$1.73M0.0%+1.3%0.114%
7/11/2025Bond & Devick Financial Network Inc.281,722$30.98M10.3%+2.2%2.056%
7/11/2025Silver Oak Securities Incorporated4,396$483K0.0%+4.5%0.032%
7/10/2025Wealth Enhancement Advisory Services LLC109,810$12.28M0.0%+2.4%0.802%
7/10/2025Focus Financial Network Inc.2,663$293K0.0%-8.5%0.019%
7/8/2025Parallel Advisors LLC1,672$184K0.0%N/A0.012%
7/7/2025Nova Wealth Management Inc.487$54K0.0%+83.1%0.004%
6/27/2025Goldman Sachs Group Inc.8,463$872K0.0%N/A0.063%
5/29/2025Nova Wealth Management Inc.266$27K0.0%+192.3%0.002%
5/20/2025Integrity Alliance LLC.16,254$1.68M0.1%N/A0.128%
5/19/2025Jane Street Group LLC7,594$783K0.0%+6.5%0.060%
5/16/2025Signature Estate & Investment Advisors LLC26,031$2.68M0.1%+41.2%0.228%
5/16/2025Goldman Sachs Group Inc.8,463$872K0.0%N/A0.074%
5/16/2025Jones Financial Companies Lllp110,122$11.35M0.0%+110.4%0.963%
5/16/2025National Wealth Management Group LLC25,759$2.66M1.7%+176.4%0.225%
5/16/2025NewEdge Advisors LLC4,082$421K0.0%+20.7%0.036%
5/15/2025Royal Bank of Canada46,495$4.79M0.0%+16.7%0.406%
5/15/2025MAI Capital Management1,441$149K0.0%-8.6%0.013%
5/14/2025Comerica Bank11,356$1.17M0.0%+1.0%0.099%
5/14/2025Northwestern Mutual Wealth Management Co.34,598$3.57M0.0%+8.4%0.302%
5/14/2025Kestra Advisory Services LLC11,002$1.13M0.0%+19.5%0.096%
5/13/2025Raymond James Financial Inc.139,976$14.43M0.0%+27.6%1.224%
5/13/2025Nations Financial Group Inc. IA ADV7,937$818K0.1%+6.9%0.069%
5/12/2025Avant Capital LLC3,208$331K0.3%+11.7%0.028%
5/9/2025Atria Wealth Solutions Inc.25,416$2.62M0.0%+21.0%0.222%
5/9/2025PNC Financial Services Group Inc.379$39K0.0%+49.8%0.003%
5/8/2025US Bancorp DE1,239$128K0.0%+81.1%0.011%
5/8/2025Harbour Investments Inc.7,496$773K0.0%+1,774.0%0.066%
5/8/2025Arkadios Wealth Advisors3,446$355K0.0%+24.2%0.030%
5/8/2025First National Trust Co43,371$4.47M0.2%-22.1%0.379%
5/7/2025Foundations Investment Advisors LLC7,901$814K0.0%+13.9%0.069%
5/7/2025LPL Financial LLC917,803$94.62M0.0%+16.7%8.023%
5/6/2025Cetera Investment Advisers519,773$53.58M0.1%+12.9%4.543%
5/6/2025Avantax Advisory Services Inc.144,918$14.94M0.1%+31.0%1.267%
5/6/2025Kovack Advisors Inc.15,168$1.56M0.2%+12.2%0.133%
(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, 148 institutional investors and hedge funds held shares of Invesco S&P 100 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($94.62M), Cetera Investment Advisers ($60.52M), RFP Financial Group LLC ($51.87M), Ameriprise Financial Inc. ($48.86M), Altus Wealth Management LLC ($32.48M), Bond & Devick Financial Network Inc. ($30.98M), and Osaic Holdings Inc. ($24.40M).Learn more on Invesco S&P 100 Equal Weight ETF's institutional investors.

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

Of the 136 institutional investors that purchased Invesco S&P 100 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFP Financial Group LLC ($471.67K), LPL Financial LLC ($424.29K), Cetera Investment Advisers ($383.53K), Altus Wealth Management LLC ($295.39K), Fiduciary Planning LLC ($288.86K), Bond & Devick Financial Network Inc. ($281.72K), and Ameriprise Financial Inc. ($244.76K).

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

Institutional investors have bought a total of 3,350,924 shares in the last 24 months. This purchase volume represents approximately $355.64M in transactions.

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

Of the 38 institutional investors that sold Invesco S&P 100 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanders Morris Harris LLC ($115.98K), Fiduciary Planning LLC ($79.19K), Advisory Services Network LLC ($57.61K), Thrivent Financial for Lutherans ($25.84K), Bank of America Corp DE ($16.51K), First National Trust Co ($15.79K), and Osaic Holdings Inc. ($14.14K).

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

Institutional investors have sold a total of 379,055 shares in the last 24 months. This volume of shares sold represents approximately $39.67M in transactions.



This page (NYSEARCA:EQWL) was last updated on 10/3/2025 by MarketBeat.com Staff
From Our Partners