Vault-13

INVESCO EXCHANGE TRADED FD T EQWL

S&P 100 EQL WIGH · ETP · CUSIP 46137V449

161 institutional holders +14 vs Q2 2025
8,371,8648.4m shares reported held*
$960.2mreported value*
28 new 72 added 33 reduced 9 sold out net bought ≈ $112.4m (+979.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $114.69.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 39Q4 22: 49Q1 23: 48Q2 23: 59Q3 23: 68Q4 23: 94Q1 24: 99Q2 24: 102Q3 24: 109Q4 24: 122Q1 25: 129Q2 25: 147Q3 25: 161161Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202239
Q4 202249
Q1 202348
Q2 202359
Q3 202368
Q4 202394
Q1 202499
Q2 2024102
Q3 2024109
Q4 2024122
Q1 2025129
Q2 2025147
Q3 2025161

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 62 bought or addedQ4 23: 20 cut or sold outQ1 24: 62 bought or addedQ1 24: 29 cut or sold outQ1 24Q2 24: 64 bought or addedQ2 24: 29 cut or sold outQ3 24: 58 bought or addedQ3 24: 33 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 34 cut or sold outQ1 25: 84 bought or addedQ1 25: 30 cut or sold outQ1 25Q2 25: 95 bought or addedQ2 25: 35 cut or sold outQ3 25: 100 bought or addedQ3 25: 42 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20236220
Q1 20246229
Q2 20246429
Q3 20245833
Q4 20246134
Q1 20258430
Q2 20259535
Q3 202510042

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ4 24 calls: $1.2mQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $1.9mQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$1.2m$00.00
Q1 2025$0$0—
Q2 2025$0$1.9m—
Q3 2025$0$0—

Biggest buyers

LPL Financial LLC Added +521,501+521.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +84,892+84.9k
Cetera Investment Advisers Added +70,559+70.6k
RAYMOND JAMES FINANCIAL INC Added +70,465+70.5k
TWO SIGMA INVESTMENTS, LP New +66,800+66.8k
MORGAN STANLEY Added +56,534+56.5k
OSAIC HOLDINGS, INC. Added +55,174+55.2k
PCG Wealth Advisors, LLC New +44,713+44.7k
JPMORGAN CHASE & CO Added +40,632+40.6k
Integrated Wealth Concepts LLC New +39,856+39.9k

Biggest sellers

Thrivent Financial for Lutherans Sold out -145,395-145.4k
RFP Financial Group LLC Reduced -124,356-124.4k
Siligmueller & Norvid Wealth Advisors LLC Sold out -67,519-67.5k
ROYAL BANK OF CANADA Reduced -47,106-47.1k
BANK OF AMERICA CORP /DE/ Reduced -31,505-31.5k
Highview Capital Management LLC/DE/ Reduced -28,138-28.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -13,833-13.8k
First National Trust Co Reduced -10,994-11.0k
Rockefeller Capital Management L.P. Reduced -10,761-10.8k
Kestra Advisory Services, LLC Reduced -10,085-10.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,608,6401.6m $184.5m $184.5m 0.05% Added +521.5k +521,501
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 626,527626.5k $71.9m $71.9m 0.00% Added +56.5k +56,534
3 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 620,867620.9k $71.2m $71.2m 0.08% Added +70.6k +70,559
4 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 475,654475.7k $54.6m $54.6m 0.01% Added +31.2k +31,244
5 RFP Financial Group LLC 16.25% of their portfolio ATLANTA, GA 347,311347.3k $39.9m $39.9m 16.25% Reduced -124.4k -124,356
6 Altus Wealth Management, LLC 15.23% of their portfolio FT MITCHELL, KY 299,901299.9k $34.4m $34.4m 15.23% Added +4.5k +4,512
7 Bond & Devick Financial Network, Inc. 10.32% of their portfolio ST. LOUIS PARK, MN 299,325299.3k $34.3m $34.3m 10.32% Added +17.6k +17,603
8 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 276,968277.0k $31.7m $31.7m 0.04% Added +55.2k +55,174
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 244,465244.5k $28.0m $28.0m 0.01% Added +70.5k +70,465
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 194,297194.3k $22.3m $22.3m 0.00% Reduced -31.5k -31,505
11 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 179,426179.4k $20.5m $20.5m 0.01% Added +35.5k +35,513
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 169,208169.2k $19.4m $19.4m 0.01% Added +84.9k +84,892
13 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 169,179169.2k $19.4m $19.4m 0.10% Added +2.6k +2,639
14 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 158,361158.4k $18.2m $18.2m 0.05% Added +9.7k +9,672
15 Systelligence, LLC 3.20% of their portfolio BLOOMINGTON, MN 147,098147.1k $16.9m $16.9m 3.20% Added +37.2k +37,188
16 Schorn Wealth LLC 4.83% of their portfolio ENGLEWOOD, FL 137,900137.9k $15.8m $15.8m 4.83% Reduced -2.6k -2,613
17 Prentice Wealth Management LLC 3.89% of their portfolio Rochester, NY 137,744137.7k $15.8m $15.8m 3.89% Added +2.7k +2,724
18 CM WEALTH ADVISORS LLC 3.51% of their portfolio BEACHWOOD, OH 116,249116.2k $13.3m $13.3m 3.51% Added +10.3k +10,267
19 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 112,387112.4k $12.9m $12.9m 0.06% Reduced -10.1k -10,085
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 110,112110.1k $12.7m $12.7m 0.02% Added +302 +302
21 PRINCIPAL SECURITIES, INC. 0.20% of their portfolio DES MOINES, IA 105,043105.0k $12.0m $12.0m 0.20% Added +8.7k +8,674
22 Able Wealth Management LLC 4.38% of their portfolio Toms River, NJ 101,552101.6k $11.6m $11.6m 4.38% Added +29.2k +29,168
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 100,670100.7k $11.5m $11.5m 0.01% Added +7.3k +7,263
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,81789.8k $10.3m $10.3m 0.00% Added +11.6k +11,611
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 72,27272.3k $8.3m $8.3m 0.00% Added +40.6k +40,632
26 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 66,80066.8k $7.7m $7.7m 0.01% New
27 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 66,47766.5k $7.6m $7.6m 0.01% Added +2.4k +2,395
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 55,86055.9k $6.4m $6.4m 0.00% Added +25.9k +25,854
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 54,41154.4k $6.2m $6.2m 0.00% Reduced -1.7k -1,699
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,20454.2k $6.2m $6.2m 0.00% Reduced -47.1k -47,106
31 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 50,74350.7k $5.8m $5.8m 0.05% Added +127 +127
32 BECK CAPITAL MANAGEMENT, LLC 1.26% of their portfolio AUSTIN, TX 47,67447.7k $5.5m $5.5m 1.26% Reduced -79 -79
33 PCG Wealth Advisors, LLC 1.49% of their portfolio OVERLAND PARK, KS 44,71344.7k $5.1m $5.1m 1.49% New
34 Fifth Third Securities, Inc. 0.33% of their portfolio Cincinnati, OH 42,13742.1k $4.8m $4.8m 0.33% Added +6.4k +6,354
35 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 39,85639.9k $4.6m $4.6m 0.04% New
36 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 39,05939.1k $4.5m $4.5m 0.03% Added +4.0k +4,034
37 Columbia River Financial Group, LLC 2.75% of their portfolio VANCOUVER, WA 38,45138.5k $4.5m $4.5m 2.75% Reduced -1.3k -1,312
38 YHB Investment Advisors, Inc. 0.31% of their portfolio West Hartford, CT 36,86136.9k $4.2m $4.2m 0.31% New
39 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 33,45633.5k $3.8m $3.8m 0.06% Added +2.2k +2,167
40 Forza Wealth Management, LLC 1.47% of their portfolio SARASOTA, FL 33,42733.4k $3.8m $3.8m 1.47% Added +29.1k +29,075
41 Highview Capital Management LLC/DE/ 1.41% of their portfolio BUFFALO GROVE, IL 33,39533.4k $3.8m $3.8m 1.41% Reduced -28.1k -28,138
42 First National Trust Co 0.13% of their portfolio Johnstown, PA 32,37732.4k $3.7m $3.7m 0.13% Reduced -11.0k -10,994
43 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.07% of their portfolio LOS ANGELES, CA 30,46130.5k $3.5m $3.5m 0.07% Added +999 +999
44 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 29,47829.5k $3.4m $3.4m 0.01% Added +690 +690
45 Steele Capital Management, Inc. 0.14% of their portfolio DUBUQUE, IA 27,41827.4k $3.1m $3.1m 0.14% Unchanged
46 National Wealth Management Group, LLC 1.10% of their portfolio CINCINNATI, OH 25,42525.4k $2.9m $2.9m 1.10% Reduced -438 -438
47 VISTA INVESTMENT PARTNERS II, LLC 1.16% of their portfolio RICHMOND, IN 21,62121.6k $2.5m $2.5m 1.16% Added +4.8k +4,781
48 CoreFirst Bank & Trust 1.23% of their portfolio TOPEKA, KS 19,84119.8k $2.3m $2.3m 1.23% Added +267 +267
49 Regal Investment Advisors LLC 0.14% of their portfolio KENTWOOD, MI 19,08719.1k $2.2m $2.2m 0.14% New
50 CREATIVE FINANCIAL DESIGNS INC /ADV 0.13% of their portfolio KOKOMO, IN 17,01917.0k $2.0m $2.0m 0.13% Added +1.3k +1,256
51 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 16,22816.2k $1.9m $1.9m 0.01% Added +533 +533
52 StoneX Group Inc. 0.08% of their portfolio NEW YORK, NY 15,85315.9k $1.8m $1.8m 0.08% Added +10.3k +10,341
53 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 15,79015.8k $1.8m $1.8m 0.02% Added +2.2k +2,218
54 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 15,13415.1k $1.7m $1.7m 0.03% Added +6.0k +6,017
55 FORONJY FINANCIAL LLC 0.76% of their portfolio Los Osos, CA 15,05515.1k $1.7m $1.7m 0.76% Reduced -6.1k -6,083
56 FOUNDERS FINANCIAL SECURITIES LLC 0.12% of their portfolio TOWSON, MD 15,04615.0k $1.7m $1.7m 0.12% Reduced -4.9k -4,879
57 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 14,23114.2k $1.6m $1.6m 0.02% Added +1.3k +1,322
58 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,21714.2k $1.6m $1.6m 0.00% Reduced -10.8k -10,761
59 Kovack Advisors, Inc. 0.15% of their portfolio FT. LAUDERDALE, FL 14,00314.0k $1.6m $1.6m 0.15% Reduced -1.9k -1,890
60 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 13,01813.0k $1.5m $1.5m 0.09% Added +7.8k +7,819
61 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 12,97713.0k $1.5m $1.5m 0.06% Added +10.1k +10,079
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,70012.7k $1.5m $1.5m 0.00% New
63 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 11,89711.9k $1.4m $1.4m 0.03% Added +967 +967
64 Private Capital Management, LLC 0.12% of their portfolio NAPLES, FL 11,48811.5k $1.3m $1.3m 0.12% Added +1.4k +1,385
65 COMERICA BANK 0.00% of their portfolio DALLAS, TX 11,02111.0k $1.3m $1.3m 0.00% Reduced -332 -332
66 Sovereign Financial Group, Inc. 0.23% of their portfolio STAMFORD, CT 10,59210.6k $1.2m $1.2m 0.23% New
67 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 10,19210.2k $1.2m $1.2m 0.07% Reduced -1.2k -1,212
68 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 9,8699.9k $1.1m $1.1m 0.01% Reduced -441 -441
69 PATTEN & PATTEN INC/TN 0.07% of their portfolio CHATTANOOGA, TN 9,7899.8k $1.1m $1.1m 0.07% New
70 JFS WEALTH ADVISORS, LLC 0.06% of their portfolio HERMITAGE, PA 9,2009.2k $1.1m $1.1m 0.06% Unchanged
71 Goodwin Investment Advisory 1.12% of their portfolio WOODSTOCK, GA 9,1449.1k $1.0m $1.0m 1.12% Reduced -2.7k -2,714
72 SMITH, MOORE & CO. 0.08% of their portfolio CLAYTON, MO 8,9759.0k $1.0m $1.0m 0.08% Reduced -100 -100
73 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.06% of their portfolio CEDAR RAPIDS, IA 8,8658.9k $1.0m $1.0m 0.06% Added +790 +790
74 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,8048.8k $1.0m $1.0m 0.00% Added +144 +144
75 Carnegie Investment Counsel 0.02% of their portfolio PEPPER PIKE, OH 7,9618.0k $913.0k $913.0k 0.02% Added +208 +208
76 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 7,9497.9k $911.6k $911.6k 0.02% Added +485 +485
77 Winthrop Capital Management, LLC 0.21% of their portfolio Carmel, IN 7,7117.7k $884.0k $884.0k 0.21% Reduced -787 -787
78 Allegheny Financial Group 0.16% of their portfolio Pittsburgh, PA 7,3067.3k $838.0k $838.0k 0.16% Added +30 +30
79 SeaCrest Wealth Management, LLC 0.09% of their portfolio PURCHASE, NY 7,1997.2k $832.8k $832.8k 0.09% Added +1.8k +1,764
80 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,9957.0k $802.2k $802.2k 0.00% Added +2.4k +2,361
81 BALANCED WEALTH GROUP LLC 0.29% of their portfolio WESTLAKE, OH 5,9395.9k $658.8k $658.8k 0.29% Unchanged
82 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 5,5885.6k $640.9k $640.9k 0.02% Reduced -14 -14
83 QTR Family Wealth, LLC 0.29% of their portfolio LAKE MARY, FL 5,3975.4k $619.0k $619.0k 0.29% Reduced -183 -183
84 PSI Advisors, LLC 0.15% of their portfolio TAMPA, FL 5,1315.1k $588.4k $588.4k 0.15% New
85 Michels Family Financial, LLC 0.45% of their portfolio FORT WORTH, TX 5,0725.1k $581.7k $581.7k 0.45% Added +176 +176
86 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 4,9104.9k $577.4k $577.4k 0.02% Added +1.5k +1,539
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,5074.5k $517.0k $517.0k 0.00% Unchanged
88 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 4,4384.4k $509.0k $509.0k 0.04% Added +42 +42
89 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 4,3254.3k $495.9k $495.9k 0.00% New
90 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,2954.3k $492.6k $492.6k 0.00% Reduced -3.8k -3,825
91 FMR LLC 0.00% of their portfolio BOSTON, MA 4,2114.2k $482.9k $482.9k 0.00% Added +1.5k +1,479
92 Betterment LLC 0.00% of their portfolio NEW YORK, NY 4,1674.2k $478.0k $478.0k 0.00% Added +362 +362
93 Ullmann Wealth Partners Group, LLC 0.05% of their portfolio JACKSONVILLE BEACH, FL 4,0794.1k $467.8k $467.8k 0.05% Added +10 +10
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,0154.0k $460.5k $460.5k 0.00% Reduced -292 -292
95 REDW Wealth LLC 0.17% of their portfolio ALBUQUERQUE, NM 3,8723.9k $444.0k $444.0k 0.17% New
96 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 3,7183.7k $428.2k $428.2k 0.00% New
97 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 3,7063.7k $425.0k $425.0k 0.01% Added +936 +936
98 Avant Capital LLC 0.30% of their portfolio LAFAYETTE, LA 3,6793.7k $421.9k $421.9k 0.30% Added +4 +4
99 Glass Jacobson Investment Advisors llc 0.15% of their portfolio OWINGS MILLS, MD 3,6363.6k $417.0k $417.0k 0.15% Added +100 +100
100 Blue Chip Partners, LLC 0.03% of their portfolio FARMINGTON HILLS, MI 3,5563.6k $407.8k $407.8k 0.03% Reduced -49 -49