Vault-13

INVESCO EXCHANGE TRADED FD T EQWL

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

200 institutional holders +14 vs Q1 2026
12,517,75612.5m shares reported held*
$1.6bnreported value*
26 new 89 added 51 reduced 13 sold out net bought ≈ $105.5m (+817.8k 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 ($440.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $129.01. Options: 1 managers hold calls ($774.1k notional), 1 hold puts ($3.9m).

Trends to Q2 2026

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: 161Q4 25: 176Q1 26: 186Q2 26: 200200Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 2025176
Q1 2026186
Q2 2026200

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 58 bought or addedQ3 24: 33 cut or sold outQ4 24: 61 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 84 bought or addedQ1 25: 30 cut or sold outQ2 25: 95 bought or addedQ2 25: 35 cut or sold outQ2 25Q3 25: 100 bought or addedQ3 25: 42 cut or sold outQ4 25: 107 bought or addedQ4 25: 47 cut or sold outQ4 25Q1 26: 120 bought or addedQ1 26: 49 cut or sold outQ2 26: 115 bought or addedQ2 26: 64 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245833
Q4 20246134
Q1 20258430
Q2 20259535
Q3 202510042
Q4 202510747
Q1 202612049
Q2 202611564

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $656.9kQ1 26 puts: $3.3mQ1 26P/C 5.04Q2 26 calls: $774.1kQ2 26 puts: $3.9mQ2 26P/C 5.02
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$656.9k$3.3m5.04
Q2 2026$774.1k$3.9m5.02

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +181,204+181.2k
EP Wealth Advisors, LLC Added +142,331+142.3k
BANK OF AMERICA CORP /DE/ Added +113,219+113.2k
MORGAN STANLEY Added +93,004+93.0k
NewEdge Advisors, LLC Added +86,133+86.1k
SAXON INTERESTS, INC. New +79,387+79.4k
JONES FINANCIAL COMPANIES LLLP Added +73,671+73.7k
OSAIC HOLDINGS, INC. Added +60,132+60.1k
SYKON CAPITAL LLC New +44,950+45.0k
GOLDMAN SACHS GROUP INC Added +21,409+21.4k

Biggest sellers

KPP Advisory Services LLC Reduced -47,780-47.8k
Cetera Investment Advisers Reduced -39,805-39.8k
ROYAL BANK OF CANADA Reduced -31,768-31.8k
Private Advisor Group, LLC Reduced -28,007-28.0k
RFP Financial Group LLC Reduced -27,072-27.1k
RAYMOND JAMES FINANCIAL INC Reduced -23,565-23.6k
Independent Advisor Alliance Reduced -22,966-23.0k
AMERIPRISE FINANCIAL INC Reduced -19,630-19.6k
Able Wealth Management LLC Reduced -18,695-18.7k
LPL Financial LLC Reduced -16,185-16.2k

Biggest calls

JANE STREET GROUP, LLC Added $774.1k6.0k shares

Biggest puts

JANE STREET GROUP, LLC Added $3.9m30.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,001,3112.0m $258.2m $258.2m 0.06% Reduced -16.2k -16,185
2 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,069,8581.1m $138.0m $138.0m 0.03% Added +16.2k +16,167
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 781,550781.5k $100.8m $100.8m 0.01% Added +93.0k +93,004
4 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 638,963639.0k $82.4m $82.4m 0.08% Reduced -39.8k -39,805
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 522,810522.8k $67.4m $67.4m 0.01% Reduced -19.6k -19,630
6 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 522,262522.3k $67.4m $67.4m 0.08% Added +60.1k +60,132
7 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 395,132395.1k $50.8m $50.8m 0.02% Added +73.7k +73,671
8 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 363,950363.9k $47.0m $47.0m 0.05% Added +181.2k +181,204
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 359,357359.4k $46.4m $46.4m 0.00% Added +113.2k +113,219
10 REICON WEALTH ADVISORS, LLC 28.17% of their portfolio ATLANTA, GA 349,630349.6k $45.1m $45.1m 28.17% Added +2.9k +2,906
11 Bond & Devick Financial Network, Inc. 10.15% of their portfolio ST. LOUIS PARK, MN 319,663319.7k $41.2m $41.2m 10.15% Added +8.2k +8,217
12 Altus Wealth Management, LLC 15.58% of their portfolio FT MITCHELL, KY 313,710313.7k $40.5m $40.5m 15.58% Added +5.0k +4,978
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 257,710257.7k $33.2m $33.2m 0.01% Reduced -23.6k -23,565
14 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 232,199232.2k $30.0m $30.0m 0.14% Reduced -28.0k -28,007
15 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 221,316221.3k $28.6m $28.6m 0.05% Added +12.2k +12,218
16 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 189,430189.4k $24.4m $24.4m 0.07% Added +86.1k +86,133
17 CM WEALTH ADVISORS LLC 3.67% of their portfolio BEACHWOOD, OH 157,710157.7k $20.3m $20.3m 3.67% Added +6.6k +6,574
18 EP Wealth Advisors, LLC 0.08% of their portfolio TORRANCE, CA 157,623157.6k $20.3m $20.3m 0.08% Added +142.3k +142,331
19 RFP Financial Group LLC 9.09% of their portfolio ATLANTA, GA 157,285157.3k $20.3m $20.3m 9.09% Reduced -27.1k -27,072
20 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 152,334152.3k $19.7m $19.7m 0.02% Added +3.5k +3,499
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 146,007146.0k $18.8m $18.8m 0.00% Added +21.4k +21,409
22 Prentice Wealth Management LLC 3.80% of their portfolio Rochester, NY 142,645142.6k $18.4m $18.4m 3.80% Added +3.7k +3,703
23 Schorn Wealth LLC 4.68% of their portfolio ENGLEWOOD, FL 138,770138.8k $17.9m $17.9m 4.68% Added +3.2k +3,220
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 133,882133.9k $17.3m $17.3m 0.01% Added +5.6k +5,557
25 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 126,024126.0k $16.3m $16.3m 0.02% Added +6.0k +5,983
26 PRINCIPAL SECURITIES, INC. 0.18% of their portfolio DES MOINES, IA 116,756116.8k $15.1m $15.1m 0.18% Added +5.1k +5,086
27 Argent Advisors, Inc. 3.11% of their portfolio RUSTON, LA 96,38096.4k $12.4m $12.4m 3.11% Added +3.1k +3,071
28 YHB Investment Advisors, Inc. 0.74% of their portfolio West Hartford, CT 90,02190.0k $11.6m $11.6m 0.74% Added +11.5k +11,495
29 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 86,06186.1k $11.1m $11.1m 0.01% Added +6.1k +6,125
30 Forza Wealth Management, LLC 3.34% of their portfolio SARASOTA, FL 84,28784.3k $10.9m $10.9m 3.34% Added +5.6k +5,581
31 SAXON INTERESTS, INC. 2.83% of their portfolio HOUSTON, TX 79,38779.4k $10.2m $10.2m 2.83% New
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,57871.6k $9.2m $9.2m 0.00% Reduced -31.8k -31,768
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 69,20969.2k $9.0m $9.0m 0.02% Added +3.2k +3,235
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 66,68366.7k $8.6m $8.6m 0.00% Added +6.7k +6,666
35 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 57,36057.4k $7.4m $7.4m 0.08% Reduced -6.0k -5,962
36 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 56,51756.5k $7.3m $7.3m 0.05% Added +2.8k +2,822
37 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 55,95756.0k $7.3m $7.3m 0.03% Added +3.2k +3,235
38 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 55,85755.9k $7.2m $7.2m 0.04% Added +7.8k +7,762
39 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 55,37255.4k $7.1m $7.1m 0.01% Added +7.8k +7,776
40 KPP Advisory Services LLC 0.89% of their portfolio Louisville, KY 54,40554.4k $7.0m $7.0m 0.89% Reduced -47.8k -47,780
41 Fifth Third Securities, Inc. 0.39% of their portfolio Cincinnati, OH 53,35753.4k $6.9m $6.9m 0.39% Added +851 +851
42 Rothschild Wealth LLC 0.53% of their portfolio OAK BROOK, IL 50,97751.0k $6.6m $6.6m 0.53% Reduced -3.3k -3,304
43 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 50,25450.3k $6.5m $6.5m 0.04% Added +4.7k +4,699
44 Highview Capital Management LLC/DE/ 1.78% of their portfolio BUFFALO GROVE, IL 47,99148.0k $6.2m $6.2m 1.78% Reduced -2.9k -2,923
45 PCG Wealth Advisors, LLC 1.37% of their portfolio OVERLAND PARK, KS 47,73647.7k $6.2m $6.2m 1.37% Added +501 +501
46 SYKON CAPITAL LLC 1.79% of their portfolio HARRISON, NY 44,95045.0k $5.8m $5.8m 1.79% New
47 Able Wealth Management LLC 1.28% of their portfolio Toms River, NJ 43,16943.2k $5.6m $5.6m 1.28% Reduced -18.7k -18,695
48 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 40,27040.3k $5.2m $5.2m 0.02% Added +1.5k +1,519
49 Columbia River Financial Group, LLC 2.76% of their portfolio VANCOUVER, WA 39,89739.9k $5.1m $5.1m 2.76% Added +434 +434
50 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 38,90438.9k $5.0m $5.0m 0.01% Reduced -304 -304
51 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 35,45135.5k $4.6m $4.6m 0.05% Reduced -477 -477
52 BECK CAPITAL MANAGEMENT, LLC 0.84% of their portfolio AUSTIN, TX 35,22835.2k $4.5m $4.5m 0.84% Reduced -2.0k -1,986
53 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.07% of their portfolio LOS ANGELES, CA 31,25431.3k $4.0m $4.0m 0.07% Added +1.4k +1,399
54 Planning Strategies Inc. 2.44% of their portfolio LANCASTER, PA 30,22230.2k $3.9m $3.9m 2.44% First filing
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,42529.4k $3.8m $3.8m 0.00% Reduced -1.6k -1,561
56 CONSCIOUS WEALTH INVESTMENTS, LLC 1.94% of their portfolio ATLANTA, GA 29,27229.3k $3.8m $3.8m 1.94% Added +1.1k +1,070
57 First National Trust Co 0.12% of their portfolio Johnstown, PA 28,00528.0k $3.6m $3.6m 0.12% Reduced -321 -321
58 Steele Capital Management, Inc. 0.13% of their portfolio DUBUQUE, IA 26,79726.8k $3.5m $3.5m 0.13% Added +118 +118
59 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 26,67426.7k $3.4m $3.4m 0.04% Added +3.9k +3,907
60 REDW Wealth LLC 1.17% of their portfolio ALBUQUERQUE, NM 25,26125.3k $3.3m $3.3m 1.17% Added +2.8k +2,795
61 National Wealth Management Group, LLC 0.90% of their portfolio CINCINNATI, OH 22,43622.4k $2.9m $2.9m 0.90% Reduced -764 -764
62 Belpointe Asset Management LLC 0.09% of their portfolio RENO, NV 20,99721.0k $2.7m $2.7m 0.09% Added +4.5k +4,547
63 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 20,24920.2k $2.6m $2.6m 0.02% Added +16.8k +16,835
64 CREATIVE FINANCIAL DESIGNS INC /ADV 0.12% of their portfolio KOKOMO, IN 19,47919.5k $2.5m $2.5m 0.12% Added +1.4k +1,350
65 Wealth Enhancement Trust Services, Inc. 0.27% of their portfolio SIOUX FALLS, SD 18,85218.9k $2.4m $2.4m 0.27% Added +118 +118
66 PATTEN & PATTEN INC/TN 0.13% of their portfolio CHATTANOOGA, TN 18,66018.7k $2.4m $2.4m 0.13% Added +2.5k +2,480
67 CoreFirst Bank & Trust 1.17% of their portfolio TOPEKA, KS 18,23218.2k $2.4m $2.4m 1.17% Added +366 +366
68 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 17,41117.4k $2.2m $2.2m 0.04% Reduced -802 -802
69 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 17,33217.3k $2.2m $2.2m 0.05% Added +813 +813
70 THOROUGHBRED FINANCIAL SERVICES, LLC 0.10% of their portfolio BRENTWOOD, TN 16,70916.7k $2.2m $2.2m 0.10% Reduced -203 -203
71 Kovack Advisors, Inc. 0.10% of their portfolio FT. LAUDERDALE, FL 16,54516.5k $2.1m $2.1m 0.10% Reduced -593 -593
72 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 16,28516.3k $2.1m $2.1m 0.02% Added +1.2k +1,230
73 Private Capital Management, LLC 0.18% of their portfolio NAPLES, FL 15,80115.8k $2.0m $2.0m 0.18% Added +2.9k +2,889
74 Paradigm, Strategies in Wealth Management, LLC 1.23% of their portfolio Maple Grove, MN 15,61015.6k $2.0m $2.0m 1.23% Added +10.9k +10,941
75 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,07215.1k $1.9m $1.9m 0.00% Added +74 +74
76 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 15,03615.0k $1.9m $1.9m 0.03% Added +914 +914
77 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 14,47814.5k $1.9m $1.9m 0.00% Reduced -150 -150
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,28214.3k $1.8m $1.8m 0.00% Added +1.6k +1,562
79 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 14,11214.1k $1.8m $1.8m 0.01% Reduced -273 -273
80 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 12,71412.7k $1.6m $1.6m 0.00% New
81 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 12,42212.4k $1.6m $1.6m 0.01% Reduced -3.4k -3,436
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,32212.3k $1.6m $1.6m 0.00% Added +3.1k +3,118
83 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 12,14112.1k $1.6m $1.6m 0.02% Added +8.1k +8,121
84 Sovereign Financial Group, Inc. 0.23% of their portfolio STAMFORD, CT 11,68511.7k $1.5m $1.5m 0.23% Reduced -333 -333
85 Regal Investment Advisors LLC 0.08% of their portfolio KENTWOOD, MI 11,40611.4k $1.5m $1.5m 0.08% Added +41 +41
86 PSI Advisors, LLC 0.33% of their portfolio TAMPA, FL 11,05411.1k $1.4m $1.4m 0.33% Added +1.3k +1,282
87 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 11,03611.0k $1.4m $1.4m 0.03% Added +965 +965
88 Goodwin Investment Advisory 2.81% of their portfolio WOODSTOCK, GA 10,82910.8k $1.4m $1.4m 2.81% Added +1.7k +1,685
89 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,51310.5k $1.4m $1.4m 0.00% Reduced -8.1k -8,107
90 PERRYMAN FINANCIAL ADVISORY INC /AD 0.18% of their portfolio DALLAS, TX 10,42110.4k $1.3m $1.3m 0.18% Added +434 +434
91 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,18510.2k $1.3m $1.3m 0.00% Reduced -572 -572
92 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,3959.4k $1.2m $1.2m 0.00% Added +593 +593
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,3749.4k $1.2m $1.2m 0.00% Added +830 +830
94 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,3069.3k $1.2m $1.2m 0.00% Added +1 +1
95 JFS WEALTH ADVISORS, LLC 0.06% of their portfolio HERMITAGE, PA 9,2009.2k $1.2m $1.2m 0.06% Unchanged
96 SeaCrest Wealth Management, LLC 0.13% of their portfolio PURCHASE, NY 9,0399.0k $1.2m $1.2m 0.13% Added +358 +358
97 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 8,9819.0k $1.2m $1.2m 0.01% Reduced -1.1k -1,073
98 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 8,9549.0k $1.2m $1.2m 0.01% Added +4.2k +4,163
99 SMITH, MOORE & CO. 0.07% of their portfolio CLAYTON, MO 8,9258.9k $1.2m $1.2m 0.07% Unchanged
100 Carnegie Investment Counsel 0.02% of their portfolio PEPPER PIKE, OH 8,6868.7k $1.1m $1.1m 0.02% Added +7 +7