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

Invesco S&P 100 Equal Weight ETF logo
$102.22 +1.45 (+1.44%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$190.92M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$38.16M
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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
5/2/2025Sigma Planning Corp13,762$1.42M0.0%-1.5%0.120%
5/1/2025 Fifth Third Securities Inc.36,329$3.75M0.3%+1.4%0.318%
4/30/2025 Principal Securities Inc.43,624$4.46M0.1%+1.2%0.381%
4/30/2025 Stratos Wealth Partners LTD.2,457$253K0.0%N/A0.021%
4/30/2025 Highview Capital Management LLC DE 36,609$3.77M1.6%+47.9%0.320%
4/29/2025 Envestnet Asset Management Inc.68,551$7.07M0.0%+19.0%0.599%
4/29/2025 CoreFirst Bank & Trust19,184$1.98M1.3%+9.4%0.168%
4/29/2025 Columbia River Financial Group LLC41,089$4.24M2.8%N/A0.359%
4/29/2025 Silver Oak Securities Incorporated4,206$430K0.0%+14.3%0.037%
4/28/2025 D.A. Davidson & CO.5,636$581K0.0%+84.7%0.049%
4/28/2025 Able Wealth Management LLC66,038$6.81M3.7%+9.2%0.577%
4/24/2025 Vista Investment Partners II LLC5,012$517K0.3%N/A0.046%
4/24/2025 CM Wealth Advisors LLC113,546$11.71M3.7%N/A1.034%
4/23/2025 Creative Financial Designs Inc. ADV13,060$1.35M0.1%+19.7%0.119%
4/23/2025 Pinnacle Bancorp Inc.766$79K0.0%+22.6%0.007%
4/23/2025 Bessemer Group Inc.5,410$558K0.0%N/A0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.115,638$11.92M0.0%+4.4%1.053%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC58,685$6.05M2.6%-0.2%0.534%
4/21/2025 PSI Advisors LLC3,504$361K0.1%+17.7%0.032%
4/21/2025 Kingswood Wealth Advisors LLC13,086$1.35M0.1%-12.6%0.119%
4/17/2025 CHB Investment Group LLC22,974$2.37M1.3%-1.6%0.209%
4/17/2025 Prentice Wealth Management LLC124,537$12.84M3.7%+1.6%1.134%
4/16/2025 Wealth Enhancement Advisory Services LLC107,185$11.05M0.0%-1.3%0.976%
4/16/2025 Steele Capital Management Inc.22,301$2.30M0.1%+30.8%0.203%
4/15/2025 Focus Financial Network Inc.2,911$300K0.0%N/A0.027%
4/14/2025 Farther Finance Advisors LLC570$59K0.0%N/A0.005%
4/14/2025 Destiny Wealth Partners LLC2,811$290K0.0%N/A0.026%
4/14/2025 Park Avenue Securities LLC15,500$1.60M0.0%+8.5%0.141%
4/11/2025 Fiduciary Planning LLC157,809$16.27M5.4%-8.9%1.437%
4/11/2025 SeaCrest Wealth Management LLC5,430$560K0.1%+28.2%0.049%
4/9/2025 Merit Financial Group LLC49,912$5.15M0.1%+6.3%0.455%
4/9/2025 Bond & Devick Financial Network Inc.275,766$28.43M10.3%+49.1%2.512%
4/9/2025 Sanders Morris Harris LLC2,703$278K0.0%-95.5%0.025%
3/17/2025 Wealth Enhancement Advisory Services LLC108,553$11.10M0.0%+5.3%1.063%
3/6/2025 Wood Tarver Financial Group LLC448$45K0.0%N/A0.004%
2/20/2025Michels Family Financial LLC4,688$479K0.4%N/A0.070%
2/17/2025Private Capital Management LLC7,767$794K0.1%-12.3%0.115%
2/17/2025Napa Wealth Management7,349$752K0.3%N/A0.109%
2/17/2025Cetera Investment Advisers460,247$47.07M0.1%+13.2%6.839%
2/17/2025Cahill Financial Advisors Inc.3,797$388K0.1%-26.5%0.056%
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2/17/2025Citadel Advisors LLC8,221$841K0.0%N/A0.122%
2/17/2025Bank of America Corp DE186,813$19.11M0.0%-8.1%2.776%
2/17/2025Ameriprise Financial Inc.260,725$26.67M0.0%+42.6%3.874%
2/14/2025Jane Street Group LLC7,129$729K0.0%+68.5%0.106%
2/14/2025Comerica Bank11,247$1.15M0.0%-2.5%0.167%
2/14/2025Beacon Pointe Advisors LLC7,497$767K0.0%+5.6%0.111%
2/14/2025Beck Capital Management LLC57,100$5.84M1.5%-1.7%0.848%
2/14/2025Susquehanna International Group LLP33,104$3.39M0.0%+17.0%0.492%
2/14/2025Stifel Financial Corp2,121$217K0.0%-10.4%0.032%
2/14/2025Concourse Financial Group Securities Inc.886$93K0.0%+64.1%0.013%
2/13/2025 Glass Jacobson Investment Advisors llc944$97K0.0%+168.9%0.014%
2/13/2025Advisory Services Network LLC87,483$8.95M0.2%+958.6%1.300%
2/13/2025 Envestnet Asset Management Inc.57,584$5.89M0.0%-0.5%0.856%
2/13/2025Smith Moore & CO.8,775$898K0.1%+7.3%0.130%
2/12/2025National Wealth Management Group LLC9,321$953K0.6%-16.0%0.138%
2/12/2025Blair William & Co. IL400$41K0.0%N/A0.006%
2/12/2025JPMorgan Chase & Co.5,494$562K0.0%+10.2%0.082%
2/12/2025Graney & King LLC1,401$143K0.1%N/A0.021%
2/11/2025Signature Estate & Investment Advisors LLC18,439$1.89M0.0%+32.5%0.274%
2/11/2025 CoreFirst Bank & Trust17,534$1.79M1.1%N/A0.261%
2/11/2025LPL Financial LLC786,301$80.42M0.0%+15.7%11.684%
2/10/2025Thrivent Financial for Lutherans144,026$14.73M0.0%-7.1%2.140%
2/10/2025 Creative Financial Designs Inc. ADV10,910$1.12M0.1%+8.5%0.162%
2/10/2025Harbour Investments Inc.400$41K0.0%+2,976.9%0.006%
2/10/2025First National Trust Co55,663$5.69M0.2%-3.3%0.827%
2/10/2025Commonwealth Equity Services LLC73,507$7.52M0.0%+6.6%1.092%
2/10/2025Wintrust Investments LLC900$92K0.1%+20.0%0.013%
2/10/2025Avantax Advisory Services Inc.110,586$11.31M0.1%+34.6%1.643%
2/6/2025Raymond James Financial Inc.109,670$11.22M0.0%N/A1.630%
2/6/2025Jones Financial Companies Lllp52,332$5.35M0.0%+181.5%0.778%
2/5/2025US Bancorp DE684$70K0.0%+40.5%0.010%
2/5/2025Private Capital Management LLC8,859$906K0.2%-1.6%0.132%
2/5/2025Kovack Advisors Inc.13,515$1.38M0.1%-1.1%0.201%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC58,822$6.02M2.6%N/A0.874%
2/3/2025Sigma Planning Corp13,972$1.43M0.0%-22.0%0.208%
2/3/2025 Prentice Wealth Management LLC122,616$12.54M3.6%-0.3%1.822%
2/3/2025 Able Wealth Management LLC60,497$6.19M4.1%+10.5%0.899%
2/3/2025Private Advisor Group LLC6,502$665K0.0%+55.1%0.097%
1/31/2025Global Retirement Partners LLC2,020$207K0.0%+17.4%0.030%
1/31/2025 Steele Capital Management Inc.17,046$1.74M0.1%-3.5%0.253%
1/31/2025Atria Wealth Solutions Inc.21,012$2.15M0.0%+49.9%0.312%
1/31/2025 Truist Financial Corp42,197$4.32M0.0%-1.1%0.627%
1/31/2025 Highview Capital Management LLC DE 24,747$2.53M1.0%N/A0.368%
1/30/2025 Principal Securities Inc.43,097$4.41M0.1%+79.8%0.640%
1/30/2025Nations Financial Group Inc. IA ADV7,425$759K0.1%-11.2%0.110%
1/28/2025Kingsview Wealth Management LLC2,845$291K0.0%+20.6%0.042%
1/27/2025 Silver Oak Securities Incorporated3,681$376K0.0%+9.9%0.055%
1/24/2025 Fiduciary Planning LLC173,226$17.72M5.8%-9.7%2.574%
1/23/2025 Fifth Third Securities Inc.35,811$3.66M0.3%+32.9%0.532%
1/22/2025Foundations Investment Advisors LLC6,936$709K0.0%-14.3%0.103%
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1/22/2025 Kingswood Wealth Advisors LLC14,981$1.53M0.1%-9.5%0.223%
1/21/2025PCG Wealth Advisors LLC38,507$3.94M1.5%+3.7%0.572%
1/15/2025Arkadios Wealth Advisors2,775$284K0.0%N/A0.041%
1/15/2025 Merit Financial Group LLC46,945$4.80M0.1%+19.2%0.698%
1/15/2025 Sanders Morris Harris LLC60,005$6.14M0.9%+2,475.3%0.892%
1/14/2025 Park Avenue Securities LLC14,283$1.46M0.0%+11.4%0.212%
1/14/2025 SeaCrest Wealth Management LLC4,235$433K0.0%+49.6%0.063%
1/13/2025 CHB Investment Group LLC23,338$2.39M1.3%-7.4%0.347%
1/13/2025 Brookstone Capital Management2,398$245K0.0%-24.4%0.036%
1/10/2025 Wealth Enhancement Advisory Services LLC102,333$10.47M0.0%-0.7%1.521%
(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, 119 institutional investors and hedge funds held shares of Invesco S&P 100 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($80.42M), Cetera Investment Advisers ($47.07M), Bond & Devick Financial Network Inc. ($28.43M), Ameriprise Financial Inc. ($26.67M), Cetera Advisor Networks LLC ($21.92M), Bank of America Corp DE ($19.11M), and Fiduciary Planning LLC ($16.27M).Learn more on EQWL's institutional investors.

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

Of the 114 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: LPL Financial LLC ($377.73K), Cetera Investment Advisers ($297.44K), Fiduciary Planning LLC ($288.86K), Bond & Devick Financial Network Inc. ($275.77K), Cetera Advisor Networks LLC ($207.83K), Sanders Morris Harris LLC ($163.41K), and Prentice Wealth Management LLC ($116.16K).

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

Institutional investors have bought a total of 3,612,249 shares in the last 24 months. This purchase volume represents approximately $333.04M in transactions.

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

Of the 34 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 ($160.70K), Fiduciary Planning LLC ($131.05K), ICA Group Wealth Management LLC ($35.06K), Thrivent Financial for Lutherans ($25.84K), Bank of America Corp DE ($16.51K), National Wealth Management Group LLC ($14.88K), and UBS Group AG ($10.33K).

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

Institutional investors have sold a total of 451,289 shares in the last 24 months. This volume of shares sold represents approximately $44.48M in transactions.



This page (NYSEARCA:EQWL) was last updated on 5/2/2025 by MarketBeat.com Staff
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