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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.2%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
226
Pacific Capital Wealth Advisors
California
$9.86M -$2.79M -18,664 -22%
PA
227
Parallel Advisors
California
$9.77M -$41.1M -274,352 -81%
JBA
228
Johnson Bixby & Associates
Washington
$9.74M -$412K -2,752 -4%
COI
229
Connable Office Inc
Michigan
$9.42M +$9.42M +62,974 New
NYLIM
230
New York Life Investment Management
New York
$9.31M +$9.31M +62,232 New
FAIM
231
Financial Advocates Investment Management
Washington
$9.25M +$916K +6,124 +11%
Cohen & Steers
232
Cohen & Steers
New York
$9.11M +$1.19M +7,928 +15%
MAWA
233
Moss Adams Wealth Advisors
Washington
$9.02M -$123K -819 -1%
GSIAS
234
Garden State Investment Advisory Services
New Jersey
$8.93M +$1.23M +8,245 +16%
KWA
235
Kellett Wealth Advisors
Ohio
$8.91M -$64.5K -431 -0.7%
RRA
236
Round Rock Advisors
Connecticut
$8.88M +$12.1K +81 +0.1%
SF
237
Summit Financial
New Jersey
$8.78M +$8.78M +58,699 New
AWA
238
Amplius Wealth Advisors
Pennsylvania
$8.73M -$409K -2,736 -4%
PWMAG
239
Pinnacle Wealth Management Advisory Group
New Jersey
$8.72M +$484K +3,233 +6%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$8.69M +$8.69M +58,090 New
TMWM
241
Taylor & Morgan Wealth Management
Michigan
$8.65M -$1.38M -9,210 -14%
CWM
242
Chicago Wealth Management
Illinois
$8.52M +$150K +1,003 +2%
BMCM
243
Bryn Mawr Capital Management
Pennsylvania
$8.52M -$2.43M -16,263 -22%
BI
244
Ballast Inc
Kentucky
$8.26M -$68.2K -456 -0.8%
BC
245
Brookfield Corp
Ontario, Canada
$8.23M +$8.23M +55,002 New
SHIM
246
Stone House Investment Management
Pennsylvania
$8.13M +$8.13M +54,362 New
RW
247
REDW Wealth
New Mexico
$8.08M -$259K -1,728 -3%
9WM
248
9258 Wealth Management
Ohio
$8.02M -$6.85M -45,751 -46%
PSFG
249
Prairie Sky Financial Group
Illinois
$8M +$8M +53,440 New
SI
250
Stephens Inc
Arkansas
$7.98M -$27.5M -183,522 -77%