Invesco S&P 100 Equal WeightEQWLETF
13F holders, Q1 2026 (March 31)187holders +10
26new positions
13sold out
1famous investor
$115.20avg. 13F price*
At the end of Q1 2026, 187 institutions reported holding Invesco S&P 100 Equal Weight (EQWL) in their 13F filings, up 10 from Q4 2025. 26 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($232.5M), Envestnet Asset Management Inc. ($121.4M) and Morgan Stanley ($79.3M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.3M |
| Exits | 13 | $13.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,737,232 shares bought and 862,953 shares sold, net +1,874,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| LPL Financial LLC | 0.06% | Add +14.3% | 2,017,496 | $232.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +1142.3% | 1,053,691 | $121.4M |
| Morgan Stanley | 0.00% | Add +9.8% | 688,546 | $79.3M |
| Cetera Investment Advisers | 0.08% | Add +3.4% | 678,768 | $78.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -25.1% | 542,440 | $62.5M |
| Osaic Holdings, Inc. | 0.08% | Add +58.3% | 462,130 | $53.3M |
| Reicon Wealth Advisors, LLC | 30.67% | Add +38.0% | 346,724 | $40.0M |
| Jones Financial Companies LLLP | 0.02% | Add +35.7% | 321,461 | $36.2M |
| Bond & Devick Financial Network, Inc. | 10.02% | Reduce -0.2% | 311,446 | $35.9M |
| Altus Wealth Management, LLC | 15.81% | Add +1.9% | 308,732 | $35.6M |
| Raymond James Financial Inc. | 0.01% | Add +24.8% | 281,275 | $32.4M |
| Private Advisor Group, LLC | 0.14% | Add +39.6% | 260,206 | $30.0M |
| Bank of America Corp. | 0.00% | Add +8.8% | 246,138 | $28.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +12.9% | 209,098 | $24.1M |
| RFP Financial Group LLC | 11.55% | Reduce -59.8% | 184,357 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.7% | 182,746 | $21.1M |
| CM Wealth Advisors LLC | 3.71% | Add +28.2% | 151,136 | $17.4M |
| Stifel Financial Corp. | 0.02% | Add +4465.5% | 148,835 | $17.2M |
| Prentice Wealth Management LLC | 3.61% | Reduce -4.9% | 138,942 | $16.0M |
| Schorn Wealth LLC | 4.72% | Reduce -0.7% | 135,550 | $15.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -16.5% | 128,325 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.6% | 124,598 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.6% | 120,041 | $13.8M |
| Principal Securities, Inc. | 0.19% | Add +3.9% | 111,670 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +51.5% | 103,346 | $11.9M |
| NewEdge Advisors, LLC | 0.04% | Add +2526.4% | 103,297 | $11.9M |
| KPP Advisory Services LLC | 1.71% | Add +57.4% | 102,185 | $11.8M |
| Argent Advisors, Inc. | 2.94% | Add +6.0% | 93,309 | $10.8M |
| Truist Financial Corp. | 0.01% | Add +14.3% | 79,936 | $9.2M |
| Forza Wealth Management, LLC | 3.16% | Add +17.3% | 78,706 | $9.1M |
| YHB Investment Advisors, Inc. | 0.65% | Add +34.6% | 78,526 | $9.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -41.4% | 65,974 | $7.6M |
| Advisory Services Network, LLC | 0.10% | Add +35.7% | 63,322 | $7.3M |
| Able Wealth Management LLC | 1.91% | Reduce -45.2% | 61,864 | $7.1M |
| UBS Group AG | 0.00% | Add +8.8% | 60,017 | $6.9M |
| Rothschild Wealth LLC | 0.57% | Reduce -11.9% | 54,281 | $6.3M |
| Merit Financial Group, LLC | 0.05% | Add +4.6% | 53,695 | $6.2M |
| &partners | 0.03% | Add +726.8% | 52,722 | $6.1M |
| Fifth Third Securities, Inc. | 0.39% | Add +10.8% | 52,506 | $6.1M |
| Highview Capital Management LLC | 2.13% | Add +54.9% | 50,914 | $5.9M |
| Integrated Wealth Concepts LLC | 0.04% | New | 48,095 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +311.7% | 47,596 | $5.5M |
| PCG Wealth Advisors, LLC | 1.38% | Add +4.2% | 47,235 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Add +3.1% | 45,555 | $5.4M |
| Columbia River Financial Group, LLC | 2.64% | Add +5.5% | 39,463 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.7% | 39,208 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -65.4% | 38,751 | $4.5M |
| Beck Capital Management, LLC | 0.98% | Add +23.5% | 37,214 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +247.1% | 35,928 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.5% | 30,986 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -2.9% | 29,855 | $3.4M |
| Conscious Wealth Investments, LLC | 1.89% | New | 28,202 | $3.4M |
| First National Trust Co | 0.11% | Reduce -9.0% | 28,326 | $3.3M |
| Steele Capital Management, Inc. | 0.13% | Reduce -2.8% | 26,679 | $3.1M |
| Independent Advisor Alliance | 0.03% | Add +926.6% | 25,829 | $3.0M |
| National Wealth Management Group, LLC | 1.00% | Reduce -5.2% | 23,200 | $2.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +30.7% | 22,767 | $2.6M |
| REDW Wealth LLC | 1.03% | Add +150.6% | 22,466 | $2.6M |
| Wealth Enhancement Trust Services, Inc. | 0.26% | Add +0.4% | 18,734 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +798.6% | 18,620 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.3% | 18,213 | $2.1M |
| Creative Financial Designs Inc. | 0.13% | Add +3.5% | 18,129 | $2.1M |
| CoreFirst Bank & Trust | 1.09% | Add +3.2% | 17,866 | $2.1M |
| Chicago Partners Investment Group LLC | 0.05% | Add +96.0% | 16,840 | $2.0M |
| Kovack Advisors, Inc. | 0.11% | Add +11.0% | 17,138 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +4.3% | 16,912 | $1.9M |
| Capital Analysts, LLC | 0.05% | Add +8.1% | 16,519 | $1.9M |
| Belpointe Asset Management LLC | 0.07% | Add +8.7% | 16,450 | $1.9M |
| Patten & Patten Inc. | 0.11% | Add +10.9% | 16,180 | $1.9M |
| Foronjy Financial LLC | 0.76% | Add +5.3% | 15,957 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.5% | 15,858 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +530.3% | 15,292 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.7% | 15,055 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.1% | 14,998 | $1.7M |
| Blair William & Co. | 0.00% | Add +125.8% | 14,628 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -13.4% | 14,385 | $1.7M |
| HRT Financial LP | 0.00% | New | 14,210 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Add +2.6% | 14,122 | $1.6M |
| Private Capital Management, LLC | 0.15% | Add +7.1% | 12,912 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +13.0% | 12,720 | $1.5M |
| Sovereign Financial Group, Inc. | 0.24% | Add +2.1% | 12,018 | $1.4M |
| Regal Investment Advisors LLC | 0.08% | Reduce -1.2% | 11,365 | $1.3M |
| Fifth Third Bancorp | 0.00% | New | 10,757 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | New | 10,071 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +73.8% | 10,054 | $1.2M |
| Perryman Financial Advisory Inc. | 0.17% | Add +28.3% | 9,987 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 9,803 | $1.1M |
| PSI Advisors, LLC | 0.27% | Add +15.5% | 9,772 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +121.0% | 9,305 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.7% | 9,204 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 9,200 | $1.1M |
| Goodwin Investment Advisory | 1.25% | No change | 9,144 | $1.1M |
| Smith, Moore & Co. | 0.07% | Add +0.6% | 8,925 | $1.0M |
| US Bancorp \de | 0.00% | Add +11.6% | 8,802 | $1.0M |
| Founders Financial Securities LLC | 0.06% | Reduce -27.9% | 8,431 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +11.2% | 8,681 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Add +2.5% | 8,679 | $1.0M |
| Mariner, LLC | 0.00% | Add +117.3% | 8,544 | $985K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -4.9% | 7,843 | $904K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.8% | 7,756 | $894K |
"% 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.