Invesco S&P 100 Equal WeightEQWLETF
13F holders, Q4 2024 (December 31)121holders +12
12new positions
3sold out
1famous investor
$102.29avg. 13F price*
At the end of Q4 2024, 121 institutions reported holding Invesco S&P 100 Equal Weight (EQWL) in their 13F filings, up 12 from Q3 2024. 12 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($80.4M), Cetera Investment Advisers ($47.1M) and Morgan Stanley ($45.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 100 Equal Weight
- CUSIP
- 46137V449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.8M |
| Exits | 3 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 695,189 shares bought and 95,712 shares sold, net +599,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| LPL Financial LLC | 0.03% | Add +15.7% | 786,301 | $80.4M |
| Cetera Investment Advisers | 0.10% | Add +13.2% | 460,247 | $47.1M |
| Morgan Stanley | 0.00% | Add +23.0% | 441,998 | $45.2M |
| Ameriprise Financial Inc. | 0.01% | Add +42.6% | 260,725 | $26.7M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 186,813 | $19.1M |
| Bond & Devick Financial Network, Inc. | 8.09% | No change | 184,919 | $18.9M |
| Schorn Wealth LLC | 5.75% | Reduce -9.7% | 173,226 | $17.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -7.1% | 144,026 | $14.7M |
| Prentice Wealth Management LLC | 3.63% | Reduce -0.3% | 122,616 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.5% | 110,712 | $11.3M |
| Avantax Advisory Services, Inc. | 0.07% | Add +34.6% | 110,586 | $11.3M |
| Raymond James Financial Inc. | 0.00% | — | 109,670 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.3% | 108,553 | $11.1M |
| Advisory Services Network, LLC | 0.17% | Add +958.6% | 87,483 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 73,507 | $7.5M |
| Able Wealth Management LLC | 4.07% | Add +10.5% | 60,497 | $6.2M |
| Sanders Morris Harris LLC | 0.92% | Add +2475.3% | 60,005 | $6.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.56% | — | 58,822 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 57,584 | $5.9M |
| Beck Capital Management, LLC | 1.55% | Reduce -1.7% | 57,100 | $5.8M |
| First National Trust Co | 0.21% | Reduce -3.3% | 55,663 | $5.7M |
| Jones Financial Companies LLLP | 0.01% | Add +181.5% | 52,332 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +9.9% | 49,099 | $5.0M |
| Merit Financial Group, LLC | 0.09% | Add +19.2% | 46,945 | $4.8M |
| Principal Securities, Inc. | 0.10% | Add +79.8% | 43,097 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 42,197 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -19.8% | 39,831 | $4.1M |
| PCG Wealth Advisors, LLC | 1.45% | Add +3.7% | 38,507 | $3.9M |
| Fifth Third Securities, Inc. | 0.31% | Add +32.9% | 35,811 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +17.0% | 33,104 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.6% | 31,904 | $3.3M |
| UBS Group AG | 0.00% | Add +166.3% | 31,799 | $3.3M |
| Highview Capital Management LLC | 0.97% | New | 24,747 | $2.5M |
| CHB Investment Group, LLC | 1.30% | Reduce -7.5% | 23,338 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +49.9% | 21,012 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +32.5% | 18,439 | $1.9M |
| CoreFirst Bank & Trust | 1.07% | Add +8.2% | 17,534 | $1.8M |
| Steele Capital Management, Inc. | 0.09% | Reduce -3.5% | 17,046 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -9.5% | 14,981 | $1.5M |
| Norris Financial Group, LLC | 0.72% | Reduce -1.9% | 14,891 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +11.4% | 14,283 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -22.0% | 13,972 | $1.4M |
| Kovack Advisors, Inc. | 0.14% | Reduce -1.1% | 13,515 | $1.4M |
| Comerica Bank | 0.00% | Reduce -2.5% | 11,247 | $1.2M |
| Creative Financial Designs Inc. | 0.09% | Add +8.6% | 10,910 | $1.1M |
| Winthrop Capital Management, LLC | 0.29% | Reduce -5.3% | 10,675 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $1.1M |
| National Wealth Management Group, LLC | 0.63% | Reduce -16.0% | 9,321 | $953K |
| Kestra Advisory Services, LLC | 0.01% | Add +0.5% | 9,204 | $941K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 9,200 | $941K |
| Smith, Moore & Co. | 0.08% | Add +7.3% | 8,775 | $898K |
| Carnegie Investment Counsel | 0.03% | Add +0.1% | 8,736 | $894K |
| Citadel Advisors | 0.00% | New | 8,221 | $841K |
| Allegheny Financial Group | 0.21% | Add +0.5% | 8,144 | $833K |
| Private Capital Management, LLC | 0.08% | Reduce -12.3% | 7,767 | $794K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.6% | 7,497 | $767K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -11.2% | 7,425 | $759K |
| Napa Wealth Management | 0.32% | New | 7,349 | $752K |
| Jane Street Group, LLC | 0.00% | Add +68.5% | 7,129 | $729K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -14.3% | 6,936 | $709K |
| StoneX Group Inc. | 0.04% | Add +146.9% | 6,534 | $668K |
| Private Advisor Group, LLC | 0.00% | Add +55.1% | 6,502 | $665K |
| Balanced Wealth Group LLC | 0.28% | Add +0.5% | 5,885 | $626K |
| Creative Planning | 0.00% | New | 5,817 | $595K |
| Bison Wealth, LLC | 0.13% | Reduce -0.2% | 5,784 | $592K |
| JPMorgan Chase & Co. | 0.00% | Add +10.2% | 5,494 | $562K |
| Michels Family Financial, LLC | 0.44% | — | 4,688 | $479K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 4,633 | $474K |
| Cwm, LLC | 0.00% | No change | 4,507 | $461K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +49.6% | 4,235 | $433K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.3% | 4,048 | $414K |
| Blue Chip Partners, LLC | 0.03% | Add +0.3% | 3,929 | $402K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -26.5% | 3,797 | $388K |
| Silver Oak Securities, Incorporated | 0.03% | Add +9.9% | 3,681 | $376K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 3,651 | $373K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 3,382 | $346K |
| D.A. Davidson & Co. | 0.00% | No change | 3,051 | $312K |
| PSI Advisors, LLC | 0.09% | Add +3.1% | 2,976 | $304K |
| Avant Capital LLC | 0.24% | — | 2,872 | $294K |
| Kingsview Wealth Management, LLC | 0.01% | Add +20.6% | 2,845 | $291K |
| FLC Capital Advisors | 0.07% | No change | 2,800 | $286K |
| Arkadios Wealth Advisors | 0.02% | New | 2,775 | $284K |
| Orion Capital Management LLC | 0.12% | No change | 2,770 | $283K |
| Signal Tree Financial Partners LLC | 0.33% | — | 2,710 | $277K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 2,402 | $246K |
| Brookstone Capital Management | 0.00% | Reduce -24.4% | 2,398 | $245K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -3.3% | 2,376 | $243K |
| Diversified Trust Co. | 0.01% | New | 2,165 | $221K |
| BlackRock, Inc. | 0.00% | New | 2,165 | $221K |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 2,121 | $217K |
| Global Retirement Partners, LLC | 0.01% | Add +17.4% | 2,020 | $207K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,996 | $204K |
| MAI Capital Management | 0.00% | New | 1,576 | $161K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,495 | $153K |
| FMR LLC | 0.00% | Reduce -4.7% | 1,464 | $150K |
| Graney & King, LLC | 0.11% | — | 1,401 | $143K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,100 | $113K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +168.9% | 944 | $97K |
| IFP Advisors, Inc | 0.00% | Add +5.8% | 914 | $93K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +64.1% | 886 | $93K |
"% 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.