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

Invesco S&P 100 Equal Weight ETF logo
$130.55 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$478.49M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$63.11M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC1,482$171K0.0%N/A0.007%
6/3/2026CoreFirst Bank & Trust17,866$2.06M1.1%+3.2%0.088%
6/3/2026Parallel Advisors LLC2,704$312K0.0%+29.9%0.013%
6/3/2026NewEdge Advisors LLC103,297$11.90M0.0%+2,526.4%0.511%
5/19/2026Western Wealth Management LLC1,482$171K0.0%N/A0.007%
5/19/2026NewEdge Advisors LLC101,634$11.71M0.2%+2,484.1%0.502%
5/19/2026Bank of America Corp DE246,138$28.37M0.0%+8.8%1.217%
5/19/2026Arkadios Wealth Advisors14,122$1.63M0.0%+2.6%0.070%
5/18/2026Sunbelt Securities Inc.3,239$373K0.0%+14.8%0.016%
5/18/2026EverSource Wealth Advisors LLC759$87K0.0%N/A0.004%
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5/18/2026Royal Bank of Canada103,346$11.91M0.0%+51.5%0.511%
5/13/2026Cetera Investment Advisers678,768$78.22M0.1%+3.4%3.355%
5/7/2026Parallel Advisors LLC2,704$312K0.0%+29.9%0.013%
5/7/2026Paradigm Strategies in Wealth Management LLC4,669$538K0.4%N/A0.023%
5/5/2026Bank of New York Mellon Corp12,720$1.47M0.0%+13.0%0.063%
5/5/2026Sigma Planning Corp1,902$219K0.0%N/A0.009%
5/4/2026Chicago Partners Investment Group LLC16,840$2.04M0.0%+96.0%0.083%
5/2/2026Carnegie Investment Counsel8,679$1M0.0%+2.5%0.043%
5/1/2026Fifth Third Bancorp10,757$1.24M0.0%N/A0.053%
4/30/2026Forza Wealth Management LLC78,706$9.07M3.2%+17.3%0.390%
4/30/2026Kestra Advisory Services LLC38,751$4.47M0.0%-65.4%0.192%
4/30/2026Stenger Family Office LLC2,419$279K0.1%N/A0.012%
4/27/2026USAdvisors Wealth Management LLC2,521$284K0.1%+12.3%0.012%
4/27/2026Private Advisor Group LLC260,206$29.99M0.1%+39.6%1.289%
4/27/2026Sound Income Strategies LLC383$44K0.0%N/A0.002%
4/25/2026Able Wealth Management LLC61,864$7.13M1.9%-45.2%0.306%
4/25/2026KPP Advisory Services LLC102,185$11.78M1.7%+57.4%0.505%
4/24/2026Argent Advisors Inc.93,309$10.75M2.9%+6.0%0.461%
4/23/2026Conscious Wealth Investments LLC28,202$3.39M2.0%N/A0.139%
4/22/2026Princeton Global Asset Management LLC2,930$338K0.1%N/A0.014%
4/22/2026Janney Montgomery Scott LLC39,208$4.52M0.0%+7.7%0.194%
4/20/2026RFG Advisory LLC4,364$503K0.0%N/A0.022%
4/17/2026Prentice Wealth Management LLC138,942$16.01M3.6%-4.9%0.690%
4/17/2026Sovereign Financial Group Inc.12,018$1.39M0.2%+2.1%0.060%
4/16/2026Founders Financial Securities LLC8,431$1.00M0.1%-27.9%0.042%
4/15/2026Nations Financial Group Inc. IA ADV7,843$904K0.0%-4.9%0.039%
3/17/2026Rockefeller Capital Management L.P.21,145$2.50M0.0%+48.7%0.116%
2/27/2026OakTrust Wealth Advisors LLC7,020$829K0.8%N/A0.038%
2/19/2026ATX Financial Planning LLC2,120$250K0.2%N/A0.012%
2/19/2026Michels Family Financial LLC5,573$659K0.5%+9.9%0.030%
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2/18/2026Beacon Pointe Advisors LLC15,930$1.88M0.0%+0.9%0.087%
2/18/2026EP Wealth Advisors LLC2,426$287K0.0%N/A0.013%
2/18/2026NewEdge Advisors LLC3,933$465K0.0%+31.9%0.022%
2/18/2026Private Capital Management LLC12,061$1.43M0.1%+5.0%0.066%
2/17/2026Cetera Investment Advisers656,325$77.55M0.1%+5.7%3.588%
2/17/2026Equitable Holdings Inc.44,173$5.22M0.0%+13.1%0.242%
2/17/2026Kovack Advisors Inc.15,434$1.82M0.1%+10.2%0.084%
2/17/2026Regal Investment Advisors LLC11,501$1.36M0.1%-39.7%0.063%
2/17/2026Osaic Holdings Inc.292,006$34.51M0.1%+5.4%1.597%
2/17/2026Advisory Services Network LLC46,668$5.51M0.1%+39.5%0.255%
2/17/2026Private Advisor Group LLC186,409$22.03M0.1%+10.2%1.019%
2/17/2026Captrust Financial Advisors3,771$446K0.0%N/A0.021%
2/17/2026&PARTNERS6,377$754K0.0%+71.5%0.035%
2/17/2026Blair William & Co. IL6,477$765K0.0%+1,519.3%0.035%
2/17/2026Royal Bank of Canada68,223$8.06M0.0%+25.9%0.373%
2/17/2026Rothschild Wealth LLC61,587$7.28M0.7%N/A0.337%
2/16/2026Perryman Financial Advisory Inc. AD7,784$920K0.1%N/A0.043%
2/16/2026RFP Financial Group LLC458,426$54.17M25.9%+32.0%2.506%
2/16/2026MML Investors Services LLC11,560$1.37M0.0%+31.3%0.063%
2/16/2026Mariner LLC3,931$464K0.0%-2.1%0.021%
2/16/2026Aptus Capital Advisors LLC15,163$1.79M0.0%+691.8%0.083%
2/14/2026Financially Speaking Inc41,290$4.88M3.2%N/A0.226%
2/13/2026Kestra Advisory Services LLC112,086$13.24M0.1%-0.3%0.613%
2/13/2026Stifel Financial Corp3,260$385K0.0%-6.9%0.018%
2/13/2026Morgan Stanley627,061$74.09M0.0%+0.1%3.428%
2/13/2026Avant Capital LLC3,806$450K0.3%+3.5%0.021%
2/13/2026Arkadios Wealth Advisors13,760$1.63M0.0%+15.7%0.075%
2/13/2026QTR Family Wealth LLC4,753$583K0.3%-11.9%0.026%
2/13/2026Wells Fargo & Company MN502$59K0.0%+50,100.0%0.003%
2/13/2026Beck Capital Management LLC30,131$3.56M0.8%-36.8%0.165%
2/12/2026Jane Street Group LLC2,072$245K0.0%-51.8%0.011%
2/12/2026Commonwealth Equity Services LLC111,608$13.19M0.0%+10.9%0.610%
2/12/2026Ankerstar Wealth LLC1,228$145K0.1%N/A0.007%
2/12/2026StoneX Group Inc.6,402$756K0.0%-59.6%0.035%
2/12/2026Columbia River Financial Group LLC37,408$4.42M2.7%-2.7%0.205%
2/12/2026Elevation Point Wealth Partners LLC3,414$403K0.0%N/A0.019%
2/12/2026Principal Securities Inc.107,533$12.71M0.2%+2.4%0.588%
2/12/2026Great Valley Advisor Group Inc.18,454$2.18M0.0%+21.9%0.101%
2/12/2026Kovack Advisors Inc.15,434$1.84M0.1%+10.2%0.084%
2/12/2026Compass Capital Management Inc.4,976$588K0.0%N/A0.027%
2/11/2026Janney Montgomery Scott LLC36,413$4.30M0.0%+23.5%0.199%
2/11/2026Capital Analysts LLC15,280$1.81M0.1%N/A0.084%
2/11/2026LPL Financial LLC1,765,365$208.60M0.1%+9.7%9.652%
2/11/2026JPMorgan Chase & Co.36,244$4.28M0.0%+0.3%0.198%
2/11/2026Parallel Advisors LLC2,082$246K0.0%+18.5%0.011%
2/11/2026J.W. Cole Advisors Inc.7,474$883K0.0%-6.0%0.041%
2/11/2026Argent Advisors Inc.88,020$10.40M2.9%N/A0.481%
2/10/2026Goldman Sachs Group Inc.111,628$13.19M0.0%+99.8%0.610%
2/10/2026Winthrop Capital Management LLC6,683$790K0.2%-13.3%0.037%
2/10/2026Rothschild Wealth LLC61,587$7.28M0.9%N/A0.337%
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2/10/2026Founders Financial Securities LLC11,690$1.38M0.1%-22.3%0.064%
2/10/2026Zhang Financial LLC2,410$285K0.0%N/A0.013%
2/10/2026Northwestern Mutual Wealth Management Co.153,651$18.16M0.0%-9.2%0.840%
2/10/2026Foundations Investment Advisors LLC17,425$2.06M0.0%+22.4%0.095%
2/10/2026Thoroughbred Financial Services LLC16,210$1.92M0.1%+24.5%0.089%
2/9/2026Kingsview Wealth Management LLC5,785$684K0.0%+56.1%0.032%
2/9/2026PSI Advisors LLC8,462$1M0.3%+64.9%0.046%
2/9/2026First National Trust Co31,122$3.68M0.1%-3.9%0.170%
2/6/2026Signature Estate & Investment Advisors LLC30,736$3.63M0.1%+0.9%0.168%
2/6/2026Creative Financial Designs Inc. ADV17,508$2.07M0.1%+2.9%0.096%


EQWL Institutional Ownership - Frequently Asked Questions

During the previous two years, 187 institutional investors and hedge funds held shares of Invesco S&P 100 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($208.60M), Cetera Investment Advisers ($78.22M), Morgan Stanley ($74.09M), Ameriprise Financial Inc. ($54.60M), RFP Financial Group LLC ($54.17M), Bond & Devick Financial Network Inc. ($36.86M), and Altus Wealth Management LLC ($35.78M).Learn more on Invesco S&P 100 Equal Weight ETF's institutional investors.

Of the 173 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 ($582.78K), LPL Financial LLC ($425.99K), Thrivent Financial for Lutherans ($340.06K), Altus Wealth Management LLC ($302.83K), Ameriprise Financial Inc. ($276.01K), Reicon Wealth Advisors LLC ($251.20K), and Raymond James Financial Inc. ($244.47K).

Institutional investors have bought a total of 4,190,975 shares in the last 24 months. This purchase volume represents approximately $478.49M in transactions.

Of the 47 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: RFP Financial Group LLC ($124.36K), Kestra Advisory Services LLC ($73.64K), Systelligence LLC ($66.25K), Advisory Services Network LLC ($57.61K), Able Wealth Management LLC ($51.06K), Fiduciary Planning LLC ($21.27K), and Beck Capital Management LLC ($17.54K).

Institutional investors have sold a total of 550,048 shares in the last 24 months. This volume of shares sold represents approximately $63.11M in transactions.


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This page (NYSEARCA:EQWL) was last updated on 7/6/2026 by MarketBeat.com Staff.
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