Invesco S&P 100 Equal WeightEQWLETF

13F holders, Q4 2025 (December 31)
177holders +15
24new positions
16sold out
$118.16avg. 13F price*

At the end of Q4 2025, 177 institutions reported holding Invesco S&P 100 Equal Weight (EQWL) in their 13F filings, up 15 from Q3 2025. 24 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($208.6M), Ameriprise Financial Inc. ($85.5M) and Cetera Investment Advisers ($77.6M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$61.5M
Exits16$17.5M

All 13F filers, Q3 2025 → Q4 2025: 1,502,616 shares bought and 310,498 shares sold, net +1,192,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 177 holders

LPL Financial LLC 0.06% Add +9.7% 1,765,365 $208.6M
Ameriprise Financial Inc. 0.02% Add +52.2% 723,791 $85.5M
Cetera Investment Advisers 0.08% Add +5.7% 656,325 $77.6M
Morgan Stanley 0.00% Add +0.1% 627,061 $74.1M
RFP Financial Group LLC 25.94% Add +32.0% 458,426 $54.2M
Bond & Devick Financial Network, Inc. 10.38% Add +4.2% 311,977 $36.9M
Altus Wealth Management, LLC 15.43% Add +1.0% 302,828 $35.8M
Osaic Holdings, Inc. 0.05% Add +5.4% 292,006 $34.5M
Reicon Wealth Advisors, LLC 21.70% — 251,204 $29.7M
Jones Financial Companies LLLP 0.02% Add +32.0% 236,892 $28.0M
Bank of America Corp. 0.00% Add +16.4% 226,179 $26.7M
Raymond James Financial Inc. 0.01% Reduce -7.8% 225,378 $26.6M
Private Advisor Group, LLC 0.10% Add +10.2% 186,409 $22.0M
Thrivent Financial for Lutherans 0.04% New 185,144 $21.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +9.2% 172,874 $20.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -9.2% 153,651 $18.2M
Prentice Wealth Management LLC 3.94% Add +6.0% 146,049 $17.3M
Schorn Wealth LLC 4.90% Reduce -1.0% 136,541 $16.1M
CM Wealth Advisors LLC 3.15% Add +1.4% 117,908 $13.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.3% 112,605 $13.6M
Able Wealth Management LLC 4.22% Add +11.2% 112,920 $13.3M
Kestra Advisory Services, LLC 0.05% Reduce -0.3% 112,086 $13.2M
Goldman Sachs Group Inc. 0.00% Add +99.8% 111,628 $13.2M
Commonwealth Equity Services, LLC 0.02% Add +10.9% 111,608 $13.2M
Principal Securities, Inc. 0.20% Add +2.4% 107,533 $12.7M
Argent Advisors, Inc. 2.90% New 88,020 $10.4M
Envestnet Asset Management Inc. 0.00% Reduce -5.6% 84,815 $10.0M
Systelligence, LLC 1.82% Reduce -45.0% 80,853 $9.6M
Truist Financial Corp. 0.01% Add +5.2% 69,917 $8.3M
Royal Bank of Canada 0.00% Add +25.9% 68,223 $8.1M
Forza Wealth Management, LLC 2.87% Add +100.8% 67,107 $7.9M
KPP Advisory Services LLC 1.11% New 64,937 $7.7M
Rothschild Wealth LLC 0.70% New 61,587 $7.3M
YHB Investment Advisors, Inc. 0.48% Add +58.3% 58,340 $6.9M
UBS Group AG 0.00% Add +1.3% 55,135 $6.5M
Merit Financial Group, LLC 0.05% Add +1.2% 51,355 $6.1M
Fifth Third Securities, Inc. 0.37% Add +12.5% 47,397 $5.6M
Advisory Services Network, LLC 0.08% Add +39.5% 46,668 $5.5M
PCG Wealth Advisors, LLC 1.51% Add +1.4% 45,315 $5.4M
Equitable Holdings, Inc. 0.04% Add +13.1% 44,173 $5.2M
Financially Speaking Inc 3.16% New 41,290 $4.9M
Columbia River Financial Group, LLC 2.71% Reduce -2.7% 37,408 $4.4M
Janney Montgomery Scott LLC 0.01% Add +23.5% 36,413 $4.3M
JPMorgan Chase & Co. 0.00% Add +0.3% 36,244 $4.3M
Highview Capital Management LLC 1.37% Reduce -1.6% 32,867 $3.9M
First National Trust Co 0.12% Reduce -3.9% 31,122 $3.7M
Signature Estate & Investment Advisors LLC 0.07% Add +0.9% 30,736 $3.6M
Beck Capital Management, LLC 0.85% Reduce -36.8% 30,131 $3.6M
Steele Capital Management, Inc. 0.14% Add +0.1% 27,438 $3.2M
National Wealth Management Group, LLC 1.00% Reduce -3.7% 24,475 $2.9M
Rockefeller Capital Management L.P. 0.00% Add +48.7% 21,145 $2.5M
Susquehanna International Group, LLP 0.00% New 20,782 $2.5M
Wealth Enhancement Trust Services, Inc. 0.28% — 18,663 $2.2M
Great Valley Advisor Group, Inc. 0.04% Add +21.9% 18,454 $2.2M
Creative Financial Designs Inc. 0.13% Add +2.9% 17,508 $2.1M
Foundations Investment Advisors, LLC 0.03% Add +22.4% 17,425 $2.1M
CoreFirst Bank & Trust 1.11% Reduce -12.7% 17,319 $2.0M
Park Avenue Securities LLC 0.02% Add +2.4% 16,609 $2.0M
Thoroughbred Financial Services, LLC 0.11% Add +24.5% 16,210 $1.9M
Beacon Pointe Advisors, LLC 0.01% Add +0.9% 15,930 $1.9M
Kovack Advisors, Inc. 0.09% Add +10.2% 15,434 $1.8M
Capital Analysts, LLC 0.05% New 15,280 $1.8M
Aptus Capital Advisors, LLC 0.02% Add +691.8% 15,163 $1.8M
Foronjy Financial LLC 0.75% Add +0.6% 15,151 $1.8M
Belpointe Asset Management LLC 0.06% Add +16.6% 15,128 $1.8M
Patten & Patten Inc. 0.10% Add +49.0% 14,589 $1.7M
Arkadios Wealth Advisors 0.03% Add +15.7% 13,760 $1.6M
Private Capital Management, LLC 0.14% Add +5.0% 12,061 $1.4M
Sovereign Financial Group, Inc. 0.25% Add +11.1% 11,768 $1.4M
Founders Financial Securities LLC 0.08% Reduce -22.3% 11,690 $1.4M
MML Investors Services, LLC 0.00% Add +31.3% 11,560 $1.4M
Regal Investment Advisors LLC 0.08% Reduce -39.7% 11,501 $1.4M
Bank of New York Mellon Corp 0.00% New 11,260 $1.3M
Comerica Bank 0.01% Add +0.3% 11,054 $1.3M
Stratos Wealth Partners, LTD. 0.01% Add +4.9% 10,350 $1.2M
Kingswood Wealth Advisors, LLC 0.06% Reduce -2.8% 9,910 $1.2M
JFS Wealth Advisors, LLC 0.06% No change 9,200 $1.1M
Goodwin Investment Advisory 1.19% No change 9,144 $1.1M
REDW Wealth LLC 0.40% Add +131.5% 8,964 $1.1M
Smith, Moore & Co. 0.08% Reduce -1.1% 8,875 $1.0M
Chicago Partners Investment Group LLC 0.03% Add +75.0% 8,592 $1.0M
Carnegie Investment Counsel 0.02% Add +6.4% 8,470 $1.0M
PSI Advisors, LLC 0.25% Add +64.9% 8,462 $1000K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -7.0% 8,246 $974K
SeaCrest Wealth Management, LLC 0.09% Add +8.5% 7,809 $933K
US Bancorp \de 0.00% Add +12.8% 7,889 $932K
Perryman Financial Advisory Inc. 0.14% — 7,784 $920K
J.W. Cole Advisors, Inc. 0.02% Reduce -6.0% 7,474 $883K
Allegheny Financial Group 0.13% Add +0.4% 7,338 $867K
OakTrust Wealth Advisors, LLC 0.77% — 7,020 $829K
Winthrop Capital Management, LLC 0.18% Reduce -13.3% 6,683 $790K
Blair William & Co. 0.00% Add +1519.3% 6,477 $765K
StoneX Group Inc. 0.03% Reduce -59.6% 6,402 $756K
HUB Investment Partners, LLC 0.02% Add +7.1% 5,983 $707K
Balanced Wealth Group LLC 0.25% Add +0.4% 5,964 $687K
Kingsview Wealth Management, LLC 0.01% Add +56.1% 5,785 $684K
Michels Family Financial, LLC 0.48% Add +9.9% 5,573 $659K
Compass Capital Management, Inc. 0.03% New 4,976 $588K
QTR Family Wealth, LLC 0.26% Reduce -11.9% 4,753 $583K
Nova Wealth Management, Inc. 0.39% Add +14.0% 4,805 $568K

"% 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 177 holders