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Invesco S&P 100 Equal Weight ETF

120 hedge funds and large institutions have $472M invested in Invesco S&P 100 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
50
Reduced
28
Closed
4
Calls
$1.2M
Puts
Net Calls
+$1.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
51
Carnegie Investment Counsel
Ohio
$894K +$818 +8 +0.1%
Citadel Advisors
52
Citadel Advisors
Florida
$841K +$841K +8,221 New
AFG
53
Allegheny Financial Group
Pennsylvania
$833K +$3.78K +37 +0.5%
PCMF
54
Private Capital Management (Florida)
Florida
$794K -$112K -1,092 -12%
BPA
55
Beacon Pointe Advisors
California
$767K +$40.6K +397 +6%
NFG
56
Nations Financial Group
Iowa
$759K -$96.1K -940 -11%
NWM
57
Napa Wealth Management
California
$752K +$752K +7,349 New
Jane Street
58
Jane Street
New York
$729K +$297K +2,899 +69%
FIA
59
Foundations Investment Advisors
Arizona
$709K -$119K -1,161 -14%
SG
60
StoneX Group
New York
$668K +$398K +3,888 +147%
PAG
61
Private Advisor Group
New Jersey
$665K +$236K +2,311 +55%
BWG
62
Balanced Wealth Group
Ohio
$626K +$2.87K +27 +0.5%
Creative Planning
63
Creative Planning
Kansas
$595K +$595K +5,817 New
BW
64
Bison Wealth
Georgia
$592K -$1.43K -14 -0.2%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$562K +$52.1K +509 +10%
MFF
66
Michels Family Financial
Texas
$479K +$479K +4,688 New
MML Investors Services
67
MML Investors Services
Massachusetts
$474K +$4.3K +42 +0.9%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$461K
SWM
69
SeaCrest Wealth Management
New York
$433K +$144K +1,405 +50%
UWPG
70
Ullmann Wealth Partners Group
Florida
$414K +$1.13K +11 +0.3%
BCP
71
Blue Chip Partners
Michigan
$402K +$1.23K +12 +0.3%
CFA
72
Cahill Financial Advisors
Minnesota
$388K -$140K -1,370 -27%
SOS
73
Silver Oak Securities
Tennessee
$376K +$33.8K +331 +10%
TFS
74
Thoroughbred Financial Services
Tennessee
$373K +$204 +2 +0.1%
NA
75
NewEdge Advisors
Louisiana
$346K -$1.53K -15 -0.4%