Invesco S&P 100 Equal WeightEQWLETF

13F holders, Q2 2026 (June 30)
200holders +13
26new positions
13sold out
1famous investor
$129.01avg. 13F price*

At the end of Q2 2026, 200 institutions reported holding Invesco S&P 100 Equal Weight (EQWL) in their 13F filings, up 13 from Q1 2026. 26 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($258.2M), Envestnet Asset Management Inc. ($138.0M) and Morgan Stanley ($100.8M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Invesco S&P 100 Equal Weight
CUSIP
46137V449
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 98Q1 2024Q2 2024: 102Q2 2024Q3 2024: 109Q3 2024Q4 2024: 121Q4 2024Q1 2025: 128Q1 2025Q2 2025: 147Q2 2025Q3 2025: 162Q3 2025Q4 2025: 177Q4 2025Q1 2026: 187Q1 2026Q2 2026: 200Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions26$23.3M
Exits13$1.7M

All 13F filers, Q1 2026 → Q2 2026: 1,004,236 shares bought and 372,995 shares sold, net +631,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

LPL Financial LLC 0.06% Reduce -0.8% 2,001,311 $258.2M
Envestnet Asset Management Inc. 0.03% Add +1.5% 1,069,858 $138.0M
Morgan Stanley 0.01% Add +13.5% 781,550 $100.8M
Cetera Investment Advisers 0.08% Reduce -5.9% 638,963 $82.4M
Ameriprise Financial Inc. 0.01% Reduce -3.6% 522,810 $67.4M
Osaic Holdings, Inc. 0.08% Add +13.0% 522,262 $67.4M
Jones Financial Companies LLLP 0.02% Add +22.9% 395,132 $50.8M
Bank of America Corp. 0.00% Add +46.0% 359,357 $46.4M
Reicon Wealth Advisors, LLC 28.17% Add +0.8% 349,630 $45.1M
Bond & Devick Financial Network, Inc. 10.15% Add +2.6% 319,663 $41.2M
Altus Wealth Management, LLC 15.58% Add +1.6% 313,710 $40.5M
Raymond James Financial Inc. 0.01% Reduce -8.4% 257,710 $33.2M
Private Advisor Group, LLC 0.14% Reduce -10.8% 232,199 $30.0M
Thrivent Financial for Lutherans 0.05% Add +5.8% 221,316 $28.6M
NewEdge Advisors, LLC 0.07% Add +83.4% 189,430 $24.4M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -0.4% 181,975 $23.5M
CM Wealth Advisors LLC 3.67% Add +4.3% 157,710 $20.3M
EP Wealth Advisors, LLC 0.08% Add +930.8% 157,623 $20.3M
RFP Financial Group LLC 9.09% Reduce -14.7% 157,285 $20.3M
Stifel Financial Corp. 0.02% Add +2.4% 152,334 $19.7M
Goldman Sachs Group Inc. 0.00% Add +17.2% 146,007 $18.8M
Prentice Wealth Management LLC 3.80% Add +2.7% 142,645 $18.4M
Schorn Wealth LLC 4.68% Add +2.4% 138,770 $17.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.3% 133,882 $17.3M
Commonwealth Equity Services, LLC 0.02% Add +5.0% 126,024 $16.3M
Principal Securities, Inc. 0.18% Add +4.5% 116,756 $15.1M
Argent Advisors, Inc. 3.11% Add +3.3% 96,380 $12.4M
YHB Investment Advisors, Inc. 0.74% Add +14.6% 90,021 $11.6M
Truist Financial Corp. 0.01% Add +7.7% 86,061 $11.1M
Forza Wealth Management, LLC 3.34% Add +7.1% 84,287 $10.9M
Saxon Interests, Inc. 2.83% New 79,387 $10.2M
Royal Bank of Canada 0.00% Reduce -30.7% 71,578 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.9% 69,209 $9.0M
UBS Group AG 0.00% Add +11.1% 66,683 $8.6M
Advisory Services Network, LLC 0.08% Reduce -9.4% 57,360 $7.4M
Merit Financial Group, LLC 0.05% Add +5.3% 56,517 $7.3M
&partners 0.03% Add +6.1% 55,957 $7.3M
Integrated Wealth Concepts LLC 0.05% Add +15.8% 55,697 $7.2M
MML Investors Services, LLC 0.01% Add +16.3% 55,372 $7.1M
KPP Advisory Services LLC 0.89% Reduce -46.8% 54,405 $7.0M
Fifth Third Securities, Inc. 0.39% Add +1.6% 53,357 $6.9M
Rothschild Wealth LLC 0.53% Reduce -6.1% 50,977 $6.6M
Equitable Holdings, Inc. 0.04% Add +10.3% 50,254 $6.5M
Highview Capital Management LLC 1.78% Reduce -5.7% 47,991 $6.2M
PCG Wealth Advisors, LLC 1.37% Add +1.1% 47,736 $6.2M
Sykon Capital LLC 1.79% New 44,950 $5.8M
Able Wealth Management LLC 1.28% Reduce -30.2% 43,169 $5.6M
Kestra Advisory Services, LLC 0.02% Add +3.9% 40,270 $5.2M
Columbia River Financial Group, LLC 2.76% Add +1.1% 39,897 $5.1M
Janney Montgomery Scott LLC 0.01% Reduce -0.8% 38,904 $5.0M
Stratos Wealth Partners, LTD. 0.05% Reduce -1.3% 35,451 $4.6M
Beck Capital Management, LLC 0.84% Reduce -5.3% 35,228 $4.5M
Signature Estate & Investment Advisors LLC 0.07% Add +4.7% 31,254 $4.0M
Planning Strategies Inc. 2.44% — 30,222 $3.9M
JPMorgan Chase & Co. 0.00% Reduce -5.0% 29,425 $3.8M
Conscious Wealth Investments, LLC 1.94% Add +3.8% 29,272 $3.8M
First National Trust Co 0.12% Reduce -1.1% 28,005 $3.6M
Steele Capital Management, Inc. 0.13% Add +0.4% 26,797 $3.5M
Foundations Investment Advisors, LLC 0.04% Add +17.2% 26,674 $3.4M
REDW Wealth LLC 1.17% Add +12.4% 25,261 $3.3M
National Wealth Management Group, LLC 0.90% Reduce -3.3% 22,436 $2.9M
Belpointe Asset Management LLC 0.09% Add +27.6% 20,997 $2.7M
Vestmark Advisory Solutions, Inc. 0.02% Add +493.1% 20,249 $2.6M
Creative Financial Designs Inc. 0.12% Add +7.5% 19,479 $2.5M
Wealth Enhancement Trust Services, Inc. 0.27% Add +0.6% 18,852 $2.4M
Patten & Patten Inc. 0.13% Add +15.3% 18,660 $2.4M
CoreFirst Bank & Trust 1.17% Add +2.0% 18,232 $2.4M
Great Valley Advisor Group, Inc. 0.04% Reduce -4.4% 17,411 $2.2M
Capital Analysts, LLC 0.05% Add +4.9% 17,332 $2.2M
Thoroughbred Financial Services, LLC 0.10% Reduce -1.2% 16,709 $2.2M
Kovack Advisors, Inc. 0.10% Reduce -3.5% 16,545 $2.1M
Aptus Capital Advisors, LLC 0.02% Add +8.2% 16,285 $2.1M
Private Capital Management, LLC 0.19% Add +22.4% 15,801 $2.0M
Paradigm, Strategies in Wealth Management, LLC 1.23% Add +234.3% 15,610 $2.0M
Rockefeller Capital Management L.P. 0.00% Add +0.5% 15,072 $1.9M
Arkadios Wealth Advisors 0.03% Add +6.5% 15,036 $1.9M
Blair William & Co. 0.00% Reduce -1.0% 14,478 $1.9M
Bank of New York Mellon Corp 0.00% Add +12.3% 14,282 $1.8M
Park Avenue Securities LLC 0.01% Reduce -1.9% 14,112 $1.8M
Marshall Wace, LLP 0.00% New 12,714 $1.6M
Beacon Pointe Advisors, LLC 0.01% Reduce -21.7% 12,422 $1.6M
Susquehanna International Group, LLP 0.00% Add +33.9% 12,322 $1.6M
Prospera Financial Services Inc 0.02% Add +202.0% 12,141 $1.6M
Sovereign Financial Group, Inc. 0.23% Reduce -2.8% 11,685 $1.5M
Regal Investment Advisors LLC 0.08% Add +0.4% 11,406 $1.5M
PSI Advisors, LLC 0.33% Add +13.1% 11,054 $1.4M
WCG Wealth Advisors LLC 0.03% Add +9.6% 11,036 $1.4M
Goodwin Investment Advisory 2.81% Add +18.4% 10,829 $1.4M
Jane Street Group, LLC 0.00% Reduce -43.5% 10,513 $1.4M
Perryman Financial Advisory Inc. 0.18% Add +4.3% 10,421 $1.3M
Fifth Third Bancorp 0.00% Reduce -5.3% 10,185 $1.3M
US Bancorp \de 0.00% Add +6.7% 9,395 $1.2M
Mariner, LLC 0.00% Add +9.7% 9,374 $1.2M
HighTower Advisors, LLC 0.00% Add +0.0% 9,306 $1.2M
JFS Wealth Advisors, LLC 0.06% No change 9,200 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +4.1% 9,039 $1.2M
Kingsview Wealth Management, LLC 0.01% Reduce -10.7% 8,981 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +86.9% 8,954 $1.2M
Smith, Moore & Co. 0.07% No change 8,925 $1.2M
Carnegie Investment Counsel 0.02% Add +0.1% 8,686 $1.1M

"% of holder's portfolio" is EQWL's weight in each manager's 13F, not the share of Invesco S&P 100 Equal Weight the manager owns.

Show all 200 holders