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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
KCPG
226
Kavar Capital Partners Group
Kansas
$10.6M -$32.6K -230 -0.3%
TC
227
Trilogy Capital
California
$10.5M +$279K +1,967 +3%
BCG
228
Breakwater Capital Group
New Jersey
$10.5M +$1.21M +8,863 +13%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$10.4M +$10.4M +73,698 New
AIM
230
Astor Investment Management
Illinois
$10.4M -$896K -6,321 -8%
PFO
231
Pathstone Family Office
New Jersey
$9.94M +$2.92M +20,582 +42%
RSWM
232
Robertson Stephens Wealth Management
California
$9.87M +$2.34M +16,487 +31%
GT
233
Greenleaf Trust
Michigan
$9.87M
EFS
234
Essex Financial Services
Connecticut
$9.79M +$194K +1,369 +2%
GEA
235
Glen Eagle Advisors
New Jersey
$9.74M +$49K +346 +0.5%
LNC
236
Lincoln National Corp
Pennsylvania
$9.73M +$362K +2,552 +4%
CA
237
Clearstead Advisors
Ohio
$9.68M +$6.2M +43,783 +179%
PAG
238
Private Advisory Group
Washington
$9.64M +$9.23M +65,117 +2,214%
GWM
239
Geneos Wealth Management
Colorado
$9.62M -$513K -3,619 -5%
US Bancorp
240
US Bancorp
Minnesota
$9.59M -$478K -3,373 -5%
B
241
Bellecapital
Switzerland
$9.49M +$9.49M +67,000 New
Millennium Management
242
Millennium Management
New York
$9.49M -$4.74M -33,483 -33%
Corient Private Wealth
243
Corient Private Wealth
Florida
$9.41M +$3.96M +35,533 +73%
CIA
244
Capital Investment Advisors
Georgia
$9.26M +$9.26M +65,364 New
AF
245
Ally Financial
Michigan
$9.21M +$8.5M +60,000 +1,200%
FAIM
246
Financial Advocates Investment Management
Washington
$9.13M +$376K +2,654 +4%
DWM
247
Dakota Wealth Management
Florida
$9.12M +$7.22M +50,923 +379%
BI
248
Ballast Inc
Kentucky
$9.08M +$1.27M +8,941 +16%
YAVAPFMC
249
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$9.03M +$2.85M +19,875 +46%
CWP
250
Curated Wealth Partners
California
$9M -$860K -6,068 -9%