
Invesco S&P 100 Equal Weight ETF is an exchange-traded fund on ARCA. As of Q3 2025, 161 institutional investors hold shares in this ETF, with total holdings valued at $956.4M. LPL Financial LLC is the largest holder with a position valued at $184.5M.
Overview of institutional ownership in EQWL as of Q3 2025
Institutions with the largest positions in EQWL as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $184.5M 0.05% of portfolio |
MORGAN STANLEY RIA/Wealth | $71.9M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $71.2M 0.08% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $54.6M 0.01% of portfolio |
R RFP Financial Group LLC Institution | $39.9M 16.53% of portfolio |
Altus Wealth Management, LLC RIA/Wealth | $34.4M 15.23% of portfolio |
Bond & Devick Financial Network, Inc. RIA/Wealth | $34.3M 10.32% of portfolio |
A Advisor Group Holdings, Inc. Institution | $31.7M 0.04% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $28.0M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $22.3M 0.00% of portfolio |
Institutional buying and selling activity for EQWL in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$59.8M +521.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$9.7M +84.9K shares |
Cetera Investment Advisers RIA/Wealth | +$8.1M +70.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$8.1M +70.5K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$7.7M +66.8K shares |
MORGAN STANLEY RIA/Wealth | +$6.5M +56.5K shares |
A Advisor Group Holdings, Inc. Institution | +$6.3M +55.2K shares |
PCG Wealth Advisors, LLC RIA/Wealth | +$5.1M +44.7K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$4.6M +39.9K shares |
S Systelligence, LLC Institution | +$4.3M +37.2K shares |
| Institution | Net Sold |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$16.0M −145.4K shares |
R RFP Financial Group LLC Institution | −$14.3M −124.4K shares |
−$7.5M −67.5K shares | |
BANK OF AMERICA CORP /DE/ Institution | −$3.6M −31.5K shares |
Highview Capital Management LLC/DE/ RIA/Wealth | −$3.2M −28.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.5M −13.8K shares |
F FIRST NATIONAL TRUST CO Institution | −$1.3M −11.0K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$1.2M −10.1K shares |
Precision Wealth Strategies, LLC RIA/Wealth | −$946.8K −8.6K shares |
FORONJY FINANCIAL LLC RIA/Wealth | −$697.6K −6.1K shares |
Institutions that initiated new positions or completely exited EQWL in Q3 2025
| Institution | Position Value |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $7.7M 66.8K shares |
Integrated Wealth Concepts LLC RIA/Wealth | $4.6M 39.9K shares |
YHB Investment Advisors, Inc. RIA/Wealth | $4.2M 36.9K shares |
Sovereign Financial Group, Inc. RIA/Wealth | $1.2M 10.6K shares |
P PATTEN & PATTEN INC/TN Institution | $1.1M 9.8K shares |
REDW Stanley Financial Advisors LLC RIA/Wealth | $444.0K 3.9K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $428.2K 3.7K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $366.4K 3.2K shares |
USAdvisors Wealth Management, LLC RIA/Wealth | $256.2K 2.2K shares |
Prospera Financial Services RIA/Wealth | $229.7K 2.0K shares |
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $16.0M 145.4K shares |
$7.5M 67.5K shares | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.5M 13.8K shares |
Precision Wealth Strategies, LLC RIA/Wealth | $946.8K 8.6K shares |
Advisor Resource Council RIA/Wealth | $276.7K 2.5K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $265.0K 2.4K shares |
C CIBC World Markets Inc. Institution | $216.8K 2.0K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | $49.3K 448.0 shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $3.8K 34.0 shares |
Institutions with the largest Call and Put options positions in EQWL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | - - contracts |
Institutions with EQWL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R RFP Financial Group LLC Institution | 16.53% $39.9M |
Altus Wealth Management, LLC RIA/Wealth | 15.23% $34.4M |
Bond & Devick Financial Network, Inc. RIA/Wealth | 10.32% $34.3M |
F Fiduciary Planning LLC Institution | 4.84% $15.8M |
Able Wealth Management LLC RIA/Wealth | 4.35% $11.6M |
Prentice Wealth Management LLC RIA/Wealth | 3.91% $15.8M |
CM WEALTH ADVISORS LLC RIA/Wealth | 3.52% $13.3M |
S Systelligence, LLC Institution | 3.20% $16.9M |
C Columbia River Financial Group, LLC RIA/Wealth | 2.92% $4.4M |
PCG Wealth Advisors, LLC RIA/Wealth | 1.51% $5.1M |
Discover hedge funds investing in EQWL


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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