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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
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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)
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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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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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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%
Trump is replacing the U.S. dollar (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
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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