Invesco S&P 100 Equal WeightEQWLETF
13F holders, Q1 2025 (March 31)128holders +7
16new positions
7sold out
$103.10avg. 13F price*
At the end of Q1 2025, 128 institutions reported holding Invesco S&P 100 Equal Weight (EQWL) in their 13F filings, up 7 from Q4 2024. 16 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($94.6M), Cetera Investment Advisers ($53.6M) and Morgan Stanley ($45.4M).
- Company
- Invesco S&P 100 Equal Weight
- CUSIP
- 46137V449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $23.0M |
| Exits | 7 | $19.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,140,724 shares bought and 310,355 shares sold, net +830,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| LPL Financial LLC | 0.04% | Add +16.7% | 917,803 | $94.6M |
| Cetera Investment Advisers | 0.10% | Add +12.9% | 519,773 | $53.6M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 440,201 | $45.4M |
| Ameriprise Financial Inc. | 0.01% | Add +6.4% | 277,509 | $28.9M |
| Bond & Devick Financial Network, Inc. | 10.31% | Add +49.1% | 275,766 | $28.4M |
| Osaic Holdings, Inc. | 0.05% | Add +380.5% | 235,934 | $24.3M |
| Bank of America Corp. | 0.00% | Add +11.4% | 208,093 | $21.5M |
| Schorn Wealth LLC | 5.36% | Reduce -8.9% | 157,809 | $16.3M |
| Avantax Advisory Services, Inc. | 0.09% | Add +31.1% | 144,918 | $14.9M |
| Raymond James Financial Inc. | 0.01% | Add +27.6% | 139,976 | $14.4M |
| Private Advisor Group, LLC | 0.09% | Add +2047.5% | 139,631 | $14.4M |
| Prentice Wealth Management LLC | 3.71% | Add +1.6% | 124,537 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.5% | 115,638 | $11.9M |
| CM Wealth Advisors LLC | 3.74% | New | 113,546 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.3% | 107,185 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Add +103.4% | 106,454 | $10.9M |
| Advisory Services Network, LLC | 0.18% | Add +1.6% | 88,895 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.1% | 83,115 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.1% | 68,551 | $7.1M |
| Able Wealth Management LLC | 4.04% | Add +9.2% | 66,038 | $6.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.56% | Reduce -0.2% | 58,685 | $6.0M |
| Beck Capital Management, LLC | 1.64% | Reduce -5.2% | 54,153 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +23.0% | 51,894 | $5.3M |
| Merit Financial Group, LLC | 0.08% | Add +6.3% | 49,912 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +16.7% | 46,495 | $4.8M |
| First National Trust Co | 0.18% | Reduce -22.1% | 43,371 | $4.5M |
| Principal Securities, Inc. | 0.10% | Add +1.2% | 43,624 | $4.5M |
| PCG Wealth Advisors, LLC | 1.48% | Add +7.0% | 41,192 | $4.2M |
| Columbia River Financial Group, LLC | 2.83% | New | 41,089 | $4.2M |
| UBS Group AG | 0.00% | Add +27.5% | 40,539 | $4.2M |
| Highview Capital Management LLC | 1.58% | Add +47.9% | 36,609 | $3.8M |
| Fifth Third Securities, Inc. | 0.32% | Add +1.4% | 36,329 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 34,598 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +41.2% | 26,031 | $2.7M |
| National Wealth Management Group, LLC | 1.75% | Add +176.3% | 25,759 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +21.0% | 25,416 | $2.6M |
| CHB Investment Group, LLC | 1.26% | Reduce -1.6% | 22,974 | $2.4M |
| Steele Capital Management, Inc. | 0.12% | Add +30.8% | 22,301 | $2.3M |
| CoreFirst Bank & Trust | 1.27% | Add +9.4% | 19,184 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | New | 16,464 | $1.7M |
| Integrity Alliance, Llc. | 0.07% | New | 16,254 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +8.5% | 15,500 | $1.6M |
| Kovack Advisors, Inc. | 0.17% | Add +12.2% | 15,168 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -1.5% | 13,762 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -12.7% | 13,086 | $1.3M |
| Creative Financial Designs Inc. | 0.11% | Add +19.7% | 13,060 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.5% | 12,763 | $1.3M |
| Comerica Bank | 0.00% | Add +1.0% | 11,356 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +49.1% | 11,178 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.5% | 11,002 | $1.1M |
| Winthrop Capital Management, LLC | 0.30% | No change | 10,675 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 9,200 | $948K |
| Private Capital Management, LLC | 0.10% | Add +17.1% | 9,094 | $938K |
| MML Investors Services, LLC | 0.00% | Add +93.1% | 8,945 | $922K |
| Smith, Moore & Co. | 0.08% | No change | 8,775 | $905K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,463 | $872K |
| Allegheny Financial Group | 0.22% | Add +0.5% | 8,185 | $844K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +6.9% | 7,937 | $818K |
| Foundations Investment Advisors, LLC | 0.02% | Add +13.9% | 7,901 | $814K |
| Jane Street Group, LLC | 0.00% | Add +6.5% | 7,594 | $783K |
| Carnegie Investment Counsel | 0.02% | Reduce -4.5% | 8,346 | $776K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +212.2% | 7,500 | $773K |
| Harbour Investments, Inc. | 0.02% | Add +1774.0% | 7,496 | $773K |
| Balanced Wealth Group LLC | 0.29% | Add +0.5% | 5,915 | $610K |
| QTR Family Wealth, LLC | 0.44% | — | 5,685 | $586K |
| D.A. Davidson & Co. | 0.00% | Add +84.7% | 5,636 | $581K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +28.2% | 5,430 | $560K |
| Bessemer Group Inc. | 0.00% | New | 5,410 | $558K |
| Vista Investment Partners Ii, LLC | 0.29% | New | 5,012 | $517K |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.4% | 4,811 | $496K |
| Michels Family Financial, LLC | 0.43% | Reduce -0.7% | 4,656 | $480K |
| Cwm, LLC | 0.00% | No change | 4,507 | $465K |
| HUB Investment Partners, LLC | 0.02% | New | 4,461 | $460K |
| Silver Oak Securities, Incorporated | 0.04% | Add +14.3% | 4,206 | $430K |
| StoneX Group Inc. | 0.02% | Reduce -36.5% | 4,150 | $428K |
| NewEdge Advisors, LLC | 0.00% | Add +20.7% | 4,082 | $421K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +0.3% | 4,060 | $419K |
| Blue Chip Partners, LLC | 0.04% | Add +0.5% | 3,949 | $407K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 3,653 | $376K |
| PSI Advisors, LLC | 0.12% | Add +17.7% | 3,504 | $361K |
| Arkadios Wealth Advisors | 0.01% | Add +24.2% | 3,446 | $355K |
| Mariner, LLC | 0.00% | New | 3,442 | $355K |
| Avant Capital LLC | 0.28% | Add +11.7% | 3,208 | $331K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -16.1% | 3,184 | $328K |
| Stifel Financial Corp. | 0.00% | Add +48.6% | 3,152 | $325K |
| Focus Financial Network, Inc. | 0.01% | New | 2,911 | $300K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.4% | 2,857 | $295K |
| Destiny Wealth Partners, LLC | 0.05% | New | 2,811 | $290K |
| FLC Capital Advisors | 0.06% | No change | 2,800 | $289K |
| Orion Capital Management LLC | 0.12% | No change | 2,770 | $286K |
| Signal Tree Financial Partners LLC | 0.28% | No change | 2,710 | $279K |
| Sanders Morris Harris LLC | 0.04% | Reduce -95.5% | 2,703 | $278K |
| Sunbelt Securities, Inc. | 0.02% | Add +1266.0% | 2,650 | $273K |
| FMR LLC | 0.00% | Add +76.8% | 2,589 | $267K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,457 | $253K |
| Brookstone Capital Management | 0.00% | Add +0.3% | 2,405 | $248K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -0.1% | 2,373 | $245K |
| BlackRock, Inc. | 0.00% | No change | 2,165 | $223K |
| Diversified Trust Co. | 0.01% | No change | 2,165 | $223K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,996 | $206K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,495 | $154K |
| MAI Capital Management | 0.00% | Reduce -8.6% | 1,441 | $149K |
| Graney & King, LLC | 0.11% | Add +0.2% | 1,404 | $145K |
| US Bancorp \de | 0.00% | Add +81.1% | 1,239 | $128K |
| IFP Advisors, Inc | 0.00% | Add +13.8% | 1,040 | $107K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 944 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 771 | $79K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +22.6% | 766 | $79K |
| Spire Wealth Management | 0.00% | No change | 572 | $59K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 570 | $59K |
| Farther Finance Advisors, LLC | 0.00% | New | 570 | $59K |
| AdvisorNet Financial, Inc | 0.00% | No change | 535 | $55K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -51.4% | 535 | $55K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 448 | $46K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 433 | $45K |
| Blair William & Co. | 0.00% | No change | 400 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +49.8% | 379 | $39K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.0% | 281 | $29K |
| Nova Wealth Management, Inc. | 0.02% | Add +192.3% | 266 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 144 | $15K |
| Valued Wealth Advisors LLC | 0.01% | New | 137 | $14K |
| National Bank of Canada | 0.00% | No change | 80 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +48.0% | 37 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -80.0% | 25 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 23 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2 | $176 |
| Simplex Trading, LLC | 0.00% | Reduce -99.5% | 1 | $0 |
"% 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.