Free Trial

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

→ One trade. One ticker. One week. (From Wealthpin Pro) (Ad)
Free EQWL Stock Alerts
$92.13
+0.12 (+0.13%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$136.34M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.32M
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.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Cambridge Investment Research Advisors Inc.83,760$7.95M0.0%+856.8%1.245%
4/24/2024PSI 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%
2/14/2024Personal CFO Solutions LLC12,717$1.11M0.2%N/A0.360%
2/13/2024Cetera Advisor Networks LLC195,850$17.15M0.1%+8.6%5.548%
2/12/2024Tradition Wealth Management LLC500$44K0.0%-50.0%0.014%
2/9/2024 Nations Financial Group Inc. IA ADV6,409$561K0.1%N/A0.182%
2/9/2024Frazier Financial Advisors LLC1,072$94K0.1%N/A0.030%
2/9/2024D.A. Davidson & CO.6,082$533K0.0%-7.6%0.172%
2/9/2024Thoroughbred Financial Services LLC4,080$357K0.0%+3.1%0.116%
2/7/2024Avantax Advisory Services Inc.3,444$302K0.0%+8.8%0.098%
2/6/2024Lincoln National Corp11,078$970K0.0%N/A0.314%
2/6/2024Spire Wealth Management572$50K0.0%N/A0.016%
2/6/2024First National Trust Co31,267$2.74M0.1%+74.3%0.886%
2/6/2024Merit Financial Group LLC27,453$2.40M0.1%N/A0.778%
2/5/2024 Steele Capital Management Inc.19,538$1.71M0.1%N/A0.553%
2/5/2024Blue Chip Partners LLC15,758$1.38M0.1%-14.0%0.446%
2/2/2024Truist 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%
2/1/2024PSI Advisors LLC2,436$213K0.1%+159.4%0.069%
2/1/2024 CWM LLC13,581$1.19M0.0%N/A0.385%
1/31/2024J.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%
Your Money is Not Safe (Ad)

Biden Deploys Phase 1 Fednow Digital Currency Discover how to legally "opt-out" of the digital dollar today. No matter what they say, it's not something that will help you. If you don't take the action steps shown below…

CLICK HERE TO GET YOUR GUIDE NOW
1/30/2024Carnegie Capital Asset Management LLC8,480$742K0.0%+2.5%0.240%
1/25/2024Fiduciary Planning LLC281,710$24.67M10.5%+222.4%7.980%
1/24/2024 SteelPeak Wealth LLC5,151$451K0.0%N/A0.146%
1/22/2024Durante & Waters LLC3,600$315K0.3%N/A0.102%
1/18/2024FLC 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%
1/11/2024Bond & 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%
11/13/2023LPL Financial LLC443,791$34.86M0.0%+53.7%12.572%
11/13/2023Bison Wealth LLC5,874$461K0.1%+3.7%0.166%
11/13/2023Kestra Advisory Services LLC16,353$1.29M0.0%N/A0.463%
11/9/2023UBS Group AG69,085$5.43M0.0%-13.0%1.957%
11/8/2023Aptus Capital Advisors LLC83,568$6.57M0.2%N/A2.367%
11/8/2023D.A. Davidson & CO.6,579$517K0.0%+92.9%0.186%
11/8/2023Atria Wealth Solutions Inc.2,972$233K0.0%N/A0.084%
11/7/2023Kingsview Wealth Management LLC5,787$455K0.0%N/A0.164%
10/30/2023Blue Chip Partners LLC18,316$1.44M0.2%-19.1%0.519%
10/27/2023Financial Advocates Investment Management19,669$1.55M0.1%-2.0%0.557%
10/26/2023Fiduciary 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%
10/13/2023PSI Advisors LLC939$74K0.0%+505.8%0.027%
10/13/2023Bond & Devick Financial Network Inc.78,897$6.20M4.0%N/A2.235%
8/15/2023Private Capital Management LLC6,497$529K0.1%N/A0.184%
8/14/2023Bison Wealth LLC5,664$461K0.1%N/A0.160%
8/11/2023D.A. Davidson & CO.3,410$278K0.0%N/A0.097%
8/10/2023Osaic 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%
8/4/2023Envestnet Asset Management Inc.21,536$1.75M0.0%+88.0%0.777%
8/4/2023Simplex Trading LLC463$37K0.0%N/A0.017%
8/3/2023 Maltin Wealth Management Inc.2,946$240K0.0%N/A0.106%
8/2/2023Blue Chip Partners LLC22,630$1.84M0.2%N/A0.817%
8/2/2023Sigma Planning Corp4,778$389K0.0%N/A0.172%
8/1/2023Truist Financial Corp11,138$907K0.0%+55.2%0.402%
7/31/2023LPL 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%
One trade. One ticker. One week. (Ad)

Do you want to target weekly income of up to $2k or more… Starting with just $500... With just one trade per week?

Well, then you should click here to see this free training.
7/13/2023Cambridge 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%
7/6/2023 Prentice Wealth Management LLC11,275$918K0.4%+29.4%0.407%
5/15/2023ICA Group Wealth Management LLC27,215$2.12M0.5%+13.5%1.341%
5/12/2023Cahill Financial Advisors Inc.3,425$267K0.0%-10.6%0.169%
5/11/2023Financial Advocates Investment Management22,454$1.75M0.1%N/A1.106%
5/10/2023LPL Financial LLC238,712$18.63M0.0%+17.1%11.759%
5/5/2023Truist Financial Corp7,177$560K0.0%+7.5%0.354%
5/5/2023Allegheny Financial Group LTD7,865$614K0.2%+16.3%0.387%
4/28/2023Ameritas Advisory Services LLC6,386$498K0.0%+5.0%0.315%
(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, 71 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 ($24.67M), Cetera Advisor Networks LLC ($17.15M), Prentice Wealth Management LLC ($11.21M), Wealth Enhancement Advisory Services LLC ($9.05M), Cambridge Investment Research Advisors Inc. ($7.95M), and Northwestern Mutual Wealth Management Co. ($7.91M).Learn more on EQWL's institutional investors.

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

Of the 67 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 ($281.71K), LPL Financial LLC ($274.50K), Cetera Advisor Networks LLC ($172.64K), Prentice Wealth Management LLC ($120.58K), Bond & Devick Financial Network Inc. ($88.09K), 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 1,900,216 shares in the last 24 months. This purchase volume represents approximately $156.27M 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 181,225 shares in the last 24 months. This volume of shares sold represents approximately $14.23M in transactions.


Related Companies:
This page (NYSEARCA:EQWL) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star
He Is Giving Away Bitcoin
Crypto Swap Profits
Your Money is Not Safe
American Alternative
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!
Priority Gold