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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$11.2M
2
Goldman Sachs
Goldman Sachs
New York
$757M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$246M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
251
Bernardo Wealth Planning
Pennsylvania
$12.5M +$12.2M +77,294 +4,427%
BCG
252
Breakwater Capital Group
New Jersey
$12.4M +$391K +2,495 +3%
EDRH
253
Edmond de Rothschild Holding
Switzerland
$12.4M -$11M -69,734 -47%
RSWM
254
Robertson Stephens Wealth Management
California
$12.3M +$1.35M +8,532 +12%
AG
255
AlTi Global
New York
$12.2M +$12.2M +77,113 New
FA
256
Fagan Associates
New York
$12.1M -$617K -3,913 -5%
GEA
257
Glen Eagle Advisors
New Jersey
$11.9M +$1.01M +6,401 +9%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$11.8M +$9.36M +60,088 +390%
FAIM
259
Financial Advocates Investment Management
Washington
$11.7M +$1.5M +9,485 +15%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$11.7M -$7.69M -48,730 -40%
CWA
261
Clarus Wealth Advisors
Arizona
$11.4M +$11.4M +73,885 New
FFA
262
First Foundation Advisors
California
$11.4M +$4.87M +30,880 +75%
TWM
263
TMD Wealth Management
Arizona
$11.4M -$574K -3,637 -5%
MWA
264
Muirfield Wealth Advisors
North Carolina
$11.3M +$11.3M +71,683 New
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.3M +$3.4M +21,560 +43%
FWP
266
FAS Wealth Partners
Kansas
$11.2M -$934K -5,917 -8%
QFA
267
Quattro Financial Advisors
Texas
$11.2M -$1.1B -15,472 -99%
NEPWA
268
New England Private Wealth Advisors
Massachusetts
$11.2M -$1.04M -6,613 -9%
RWG
269
Ratio Wealth Group
Colorado
$11M +$6.75M +42,771 +158%
EFS
270
Essex Financial Services
Connecticut
$11M +$104K +659 +1%
GT
271
Greenleaf Trust
Michigan
$11M – – –
Pathstone Holdings
272
Pathstone Holdings
New Jersey
$11M +$11M +69,614 New
PAM
273
Peak Asset Management
Colorado
$11M +$3.06M +19,401 +39%
RRWA
274
Rainey & Randall Wealth Advisors
Florida
$10.9M +$5.56M +35,259 +104%
B
275
Bellecapital
Switzerland
$10.6M +$6.31K +40 +0.1%
9 10
11
12 13