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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.1B
2
CI
2
Clal Insurance
Israel
$860M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$671M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$752M
5
Bank of America
5
Bank of America
North Carolina
$2.49B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$11.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$757M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$246M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
226
Tiller Private Wealth
Pennsylvania
$14.1M +$725K +4,597 +5%
YAVAPFMC
227
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$14.1M +$4.16M +26,400 +42%
TC
228
Trilogy Capital
California
$14.1M +$2.35M +14,878 +20%
COI
229
Connable Office Inc
Michigan
$14M -$168K -1,062 -1%
SS
230
Simplicity Solutions
Minnesota
$14M -$1.96M -12,448 -12%
SHIM
231
Stone House Investment Management
Pennsylvania
$13.9M -$15.7M -99,237 -53%
SAA
232
Southeast Asset Advisors
Georgia
$13.9M +$1.64M +10,420 +13%
RFP
233
Roth Financial Partners
Texas
$13.8M +$620K +3,929 +5%
GI
234
Glovista Investments
New Jersey
$13.7M +$6.8M +43,123 +99%
CI
235
CX Institutional
Indiana
$13.7M +$4.45M +28,214 +48%
AWS
236
Atria Wealth Solutions
New York
$13.2M -$640K -4,058 -5%
TW
237
Transform Wealth
Colorado
$13.2M +$12.4M +78,587 +1,567%
N
238
Natixis
France
$13.1M -$70.7K -448 -0.5%
CWAG
239
Compton Wealth Advisory Group
Virginia
$13M -$418K -2,650 -3%
LNC
240
Lincoln National Corp
Pennsylvania
$13M +$2.21M +14,009 +20%
CAL
241
Capital Advisors Ltd
Ohio
$13M -$320K -2,025 -2%
BFG
242
Bleakley Financial Group
New Jersey
$12.8M -$1.72M -10,921 -12%
DC
243
Davenport & Co
Virginia
$12.8M -$338K -2,143 -3%
GCM
244
Granby Capital Management
Florida
$12.6M +$12.6M +80,000 New
RJT
245
Raymond James Trust
Florida
$12.6M +$5.1M +32,312 +68%
CFGS
246
Concourse Financial Group Securities
Alabama
$12.6M +$3.16M +20,019 +34%
ST
247
Sageworth Trust
Pennsylvania
$12.6M +$280K +1,774 +2%
CCA
248
Cadent Capital Advisors
Oklahoma
$12.6M +$115K +726 +0.9%
CIA
249
Concurrent Investment Advisors
Florida
$12.5M +$12.5M +79,359 New
SWM
250
Sugarloaf Wealth Management
Georgia
$12.5M +$339K +2,147 +3%
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