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Invesco S&P 500 Equal Weight ETF

1,582 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 656 increasing their positions, 556 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
+20
Holders Change %
+1.28%
% of All Funds
23.01%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
2.87%
New
147
Increased
656
Reduced
556
Closed
101
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
251
Simplicity Wealth
New Jersey
$12.5M +$1.29M +7,846 +11%
Pathstone Holdings
252
Pathstone Holdings
New Jersey
$12.4M +$1.01M +6,162 +9%
RJT
253
Raymond James Trust
Florida
$12.3M -$936K -5,698 -7%
ARC
254
Advisor Resource Council
Texas
$12.2M +$434K +2,669 +4%
PA
255
Prism Advisors
California
$12.2M -$789K -4,800 -6%
ODIJL
256
One Day In July LLC
Vermont
$12M +$6.57M +39,968 +120%
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M +$676K +4,117 +6%
FWM
258
Focused Wealth Management
New York
$11.9M +$1.04M +6,359 +10%
FAIM
259
Financial Advocates Investment Management
Washington
$11.8M -$1.09M -6,647 -8%
QC
260
Quadrature Capital
United Kingdom
$11.8M +$11.8M +71,643 New
CIA
261
Concurrent Investment Advisors
Florida
$11.7M +$4.34M +26,400 +59%
LIM
262
Leavell Investment Management
Alabama
$11.7M +$9.53K +58 +0.1%
IAN
263
Integrated Advisors Network
Texas
$11.7M +$4.43M +26,977 +61%
FSA
264
Financial Services Advisory
Maryland
$11.6M -$11.8M -72,130 -50%
GT
265
Greenleaf Trust
Michigan
$11.4M
CFGS
266
Concourse Financial Group Securities
Alabama
$11.4M -$657K -3,997 -5%
IWM
267
IHT Wealth Management
Illinois
$11.3M +$3.29M +19,987 +41%
RP
268
Raelipskie Partnership
Ontario, Canada
$11.3M +$11.3M +68,806 New
KAH
269
Kathryn A. Hall
$11.3M +$2.99M +18,227 +36%
AC
270
Albar Capital
United Kingdom
$11.2M -$7.35M -32,629 -40%
QFA
271
Quattro Financial Advisors
Texas
$11.1M -$224K -1,362 -2%
BI
272
Ballast Inc
Kentucky
$11.1M +$255K +1,553 +2%
EFA
273
Evernest Financial Advisors
Indiana
$11M +$264K +1,605 +2%
Franklin Resources
274
Franklin Resources
California
$10.8M +$1.4M +8,493 +15%
FDP
275
Financiere des Professionnels
Quebec, Canada
$10.8M +$2.83M +17,300 +36%