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

$104.44 +0.91 (+0.88%)
As of 01/17/2025 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)
72
Total
Institutional Inflows
(last 12 months)
$143.04M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$28.88M
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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
1/15/2025 Arkadios 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%
1/7/2025 Diversified Trust Co2,165$221K0.0%N/A0.032%
12/26/2024JPMorgan Chase & Co.4,985$510K0.0%+41,441.7%0.074%
11/18/2024Orion Capital Management LLC2,770$283K0.1%N/A0.041%
11/15/2024Glass Jacobson Investment Advisors llc351$36K0.0%N/A0.005%
11/15/2024MML Investors Services LLC4,591$470K0.0%-10.2%0.068%
11/15/2024EP Wealth Advisors LLC1,495$153K0.0%N/A0.022%
11/15/2024Jane Street Group LLC4,230$433K0.0%+83.6%0.063%
11/15/2024Beck Capital Management LLC58,066$5.94M1.6%+4.7%0.863%
11/14/2024National Wealth Management Group LLC11,098$1.14M0.8%-50.7%0.165%
11/13/2024FMR LLC1,536$157K0.0%+25.7%0.023%
11/13/2024D.A. Davidson & CO.3,051$312K0.0%-10.3%0.045%
11/12/2024Cahill Financial Advisors Inc.5,167$529K0.1%+55.4%0.077%
11/12/2024Kingsview Wealth Management LLC2,359$241K0.0%N/A0.035%
11/7/2024Thrivent Financial for Lutherans155,052$15.87M0.0%-8.7%2.304%
11/6/2024Signature Estate & Investment Advisors LLC13,915$1.42M0.0%+15.8%0.207%
11/6/2024Kovack Advisors Inc.13,663$1.40M0.1%N/A0.203%
11/5/2024First National Trust Co57,570$5.89M0.2%-2.7%0.855%
11/4/2024 Bond & Devick Financial Network Inc.184,919$18.92M8.1%+52.5%2.748%
11/4/2024Sigma Planning Corp17,907$1.83M0.1%-1.7%0.266%
11/1/2024Able Wealth Management LLC54,762$5.60M4.2%+14.6%0.814%
10/31/2024Advisor Resource Council2,516$257K0.1%N/A0.037%
10/28/2024US Bancorp DE487$50K0.0%N/A0.007%
10/24/2024 Wealth Enhancement Advisory Services LLC103,103$10.55M0.0%+6.9%1.532%
10/23/2024Fiduciary Planning LLC191,781$19.62M6.7%-12.7%2.850%
10/23/2024 PSI Advisors LLC2,885$295K0.1%+4.0%0.043%
10/22/2024Private Advisor Group LLC4,191$429K0.0%N/A0.062%
10/21/2024Foundations Investment Advisors LLC8,097$828K0.0%-4.7%0.120%
10/17/2024 CHB Investment Group LLC25,216$2.58M1.4%N/A0.375%
10/16/2024PCG Wealth Advisors LLC37,143$3.80M1.5%+7.1%0.552%
10/16/2024 SeaCrest Wealth Management LLC2,830$290K0.0%+13.4%0.042%
10/10/2024 Carnegie Investment Counsel8,728$893K0.0%+2.7%0.130%
10/9/2024 Pinnacle Bancorp Inc.625$64K0.0%N/A0.009%
10/9/2024Atlas Private Wealth Advisors2,456$251K0.0%N/A0.036%
10/9/2024 Sanders Morris Harris LLC2,330$238K0.0%-96.2%0.035%
10/8/2024 Brookstone Capital Management3,172$325K0.0%-7.5%0.047%
10/7/2024Prentice Wealth Management LLC122,955$12.58M3.7%+1.3%1.827%
10/3/2024 Park Avenue Securities LLC12,822$1.31M0.0%+8.7%0.191%
8/22/2024Cetera Investment Advisers253,374$23.94M0.1%+0.9%3.765%
8/21/2024Truist Financial Corp39,750$3.76M0.0%+12.4%0.591%
8/16/2024Northwestern Mutual Wealth Management Co.52,792$4.99M0.0%+7.5%0.784%
8/16/2024Magnolia Capital Advisors LLC22,255$2.10M0.1%N/A0.331%
8/14/2024Beck Capital Management LLC55,469$5.24M1.4%-7.7%0.824%
8/13/2024Thrivent Financial for Lutherans169,862$16.05M0.0%+5.9%2.524%
8/9/2024ICA Group Wealth Management LLC1,628$154K0.1%-95.6%0.024%
8/8/2024Envestnet Asset Management Inc.53,751$5.08M0.0%+16.0%0.799%
8/8/2024Thoroughbred Financial Services LLC3,647$344K0.0%+17.0%0.054%
8/8/2024 Ullmann Wealth Partners Group LLC4,026$380K0.1%+35.0%0.060%
8/8/2024LPL Financial LLC565,274$53.42M0.0%+5.8%8.399%
8/7/2024Fiduciary Planning LLC219,706$20.76M7.4%-23.9%3.265%
8/2/2024Foundations Investment Advisors LLC8,493$803K0.0%+22.9%0.126%
8/2/2024First National Trust Co59,165$5.59M0.2%+18.3%0.879%
7/31/2024Commonwealth Equity Services LLC57,611$5.44M0.0%+28.4%0.856%
7/29/2024Nations Financial Group Inc. IA ADV8,451$799K0.1%+2.3%0.126%
7/26/2024Cambridge Investment Research Advisors Inc.106,429$10.06M0.0%+27.1%1.581%
7/26/2024Signature Estate & Investment Advisors LLC12,014$1.14M0.0%N/A0.179%
7/25/2024First Heartland Consultants Inc.4,805$454K0.0%+2.2%0.071%
7/23/2024 PSI Advisors LLC2,775$262K0.1%+5.6%0.041%
7/22/2024 SeaCrest Wealth Management LLC2,496$236K0.0%N/A0.037%
7/19/2024Raymond James & Associates15,684$1.48M0.0%+5.9%0.233%
7/18/2024 Brookstone Capital Management3,429$337K0.0%-4.2%0.051%
7/17/2024SteelPeak Wealth LLC3,507$331K0.0%-10.5%0.052%
7/16/2024Steele Capital Management Inc.17,669$1.67M0.1%-1.8%0.263%
7/16/2024 Wealth Enhancement Advisory Services LLC96,430$9.11M0.0%+1.1%1.433%
7/16/2024PCG Wealth Advisors LLC34,692$3.28M1.4%+7.7%0.515%
7/15/2024Fifth Third Securities Inc.28,745$2.72M0.3%+84.8%0.427%
7/12/2024 Bond & Devick Financial Network Inc.121,265$11.46M6.1%+17.3%1.802%
7/12/2024 Sanders Morris Harris LLC61,004$5.77M0.9%+2,610.1%0.906%
7/11/2024Prentice Wealth Management LLC121,421$11.47M3.7%+2.8%1.804%
7/10/2024CWM LLC4,507$426K0.0%-68.0%0.067%
7/9/2024 Park Avenue Securities LLC11,797$1.12M0.0%+38.6%0.175%
7/9/2024Kingswood Wealth Advisors LLC17,114$1.62M0.1%+61.7%0.254%
5/24/2024Cetera Advisor Networks LLC231,033$21.92M0.1%+18.0%3.433%
5/24/2024Cetera Advisors LLC17,895$1.70M0.0%N/A0.266%
5/24/2024Cetera Investment Advisers251,149$23.83M0.1%+1,773.7%3.732%
5/17/2024National Wealth Management Group LLC23,133$2.20M1.7%-6.9%0.344%
5/17/2024Comerica Bank4,318$410K0.0%+34.2%0.064%
5/15/2024CoreFirst Bank & Trust13,787$1.31M0.8%+1.6%0.205%
5/15/2024Beck Capital Management LLC60,128$5.71M1.6%+1,231.4%0.893%
5/8/2024Sheets Smith Wealth Management13,861$1.32M0.1%N/A0.206%
5/8/2024Avantax Advisory Services Inc.76,395$7.25M0.1%+2,118.2%1.135%
5/8/2024Thoroughbred Financial Services LLC3,117$295K0.0%-23.6%0.046%
5/1/2024Concourse Financial Group Securities Inc.540$51K0.0%+62.2%0.008%
4/29/2024Commonwealth Equity Services LLC44,866$4.26M0.0%+78.9%0.667%
4/29/2024Fiduciary Planning LLC288,855$27.41M10.4%+2.5%4.292%
4/26/2024First National Trust Co49,999$4.74M0.2%+59.9%0.743%
4/26/2024 Bond & Devick Financial Network Inc.103,341$9.81M5.3%+17.3%1.536%
4/25/2024Cambridge Investment Research Advisors Inc.83,760$7.95M0.0%+856.8%1.245%
4/24/2024 PSI Advisors LLC2,628$249K0.1%+7.9%0.039%
4/23/2024Nations Financial Group Inc. IA ADV8,262$784K0.1%+28.9%0.123%
4/23/2024Raymond James Financial Services Advisors Inc.76,475$7.26M0.0%+2.7%1.136%
4/19/2024Advisor Resource Council2,516$220K0.1%N/A0.071%
4/19/2024PCG Wealth Advisors LLC32,199$3.06M1.5%+19.4%0.912%
(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, 94 institutional investors and hedge funds held shares of Invesco S&P 100 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($53.42M), Cetera Investment Advisers ($23.94M), Cetera Advisor Networks LLC ($21.92M), Fiduciary Planning LLC ($19.62M), Bond & Devick Financial Network Inc. ($18.92M), Thrivent Financial for Lutherans ($15.87M), and Prentice Wealth Management LLC ($12.58M).Learn more on EQWL's institutional investors.

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

Of the 90 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 ($298.54K), Fiduciary Planning LLC ($288.86K), Cetera Investment Advisers ($243.94K), Cetera Advisor Networks LLC ($207.83K), Bond & Devick Financial Network Inc. ($184.92K), Sanders Morris Harris LLC ($163.41K), and Prentice Wealth Management LLC ($122.96K).

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

Institutional investors have bought a total of 2,697,415 shares in the last 24 months. This purchase volume represents approximately $236.80M in transactions.

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

Of the 25 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 ($103.40K), Fiduciary Planning LLC ($97.07K), ICA Group Wealth Management LLC ($35.06K), Thrivent Financial for Lutherans ($14.81K), National Wealth Management Group LLC ($13.11K), UBS Group AG ($10.33K), and CWM LLC ($9.57K).

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

Institutional investors have sold a total of 315,799 shares in the last 24 months. This volume of shares sold represents approximately $30.44M in transactions.



This page (NYSEARCA:EQWL) was last updated on 1/18/2025 by MarketBeat.com Staff
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