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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 %
YLHM
276
Yelin Lapidot Holdings Management
Israel
$7.64M +$7.64M +53,800 New
RW
277
REDW Wealth
New Mexico
$7.58M -$73.8K -521 -1%
JIP
278
Jaffetilchin Investment Partners
Florida
$7.53M +$30.2K +213 +0.4%
NFG
279
Northeast Financial Group
Pennsylvania
$7.41M +$3.3M +23,306 +80%
RIS
280
Retirement Income Solutions
Michigan
$7.38M +$115K +811 +2%
SI
281
Stephens Inc
Arkansas
$7.35M -$206K -1,455 -3%
DC
282
DeDora Capital
California
$7.35M -$142K -1,001 -2%
Kayne Anderson Rudnick Investment Management
283
Kayne Anderson Rudnick Investment Management
California
$7.27M +$1.82M +12,860 +33%
BFS
284
Bradley Foster & Sargent
Connecticut
$7.25M
CIC
285
Carnegie Investment Counsel
Ohio
$7.2M -$262K -1,848 -4%
CWM
286
Cabot Wealth Management
Massachusetts
$7.19M +$67.4K +476 +0.9%
SBH
287
Segall Bryant & Hamill
Illinois
$7.18M -$75.1K -530 -1%
AFS
288
Annapolis Financial Services
Maryland
$7.18M -$132K -930 -2%
RA
289
Ruggaard & Associates
Ohio
$7.17M +$6.52K +46 +0.1%
LIP
290
Lighthouse Investment Partners
Florida
$7.17M +$7.17M +50,583 New
BFEC
291
Benjamin F. Edwards & Company
Missouri
$7.13M +$146K +1,027 +2%
PAM
292
Peak Asset Management
Colorado
$7.1M +$589K +4,157 +9%
CC
293
Centiva Capital
New York
$7.08M +$7.08M +50,000 New
COPPSERS
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.08M +$2.35M +16,615 +50%
PWM
295
Perigon Wealth Management
California
$7.02M +$412K +2,907 +6%
SFG
296
Summit Financial Group
West Virginia
$7.01M -$88.6K -625 -1%
CWA
297
Continuum Wealth Advisors
New York
$7.01M +$200K +1,410 +3%
AWM
298
Axxcess Wealth Management
California
$6.97M -$3.05M -21,497 -30%
LRPA
299
L. Roy Papp & Associates
Arizona
$6.89M +$90.7K +640 +1%
FDP
300
Financiere des Professionnels
Quebec, Canada
$6.87M +$6.87M +48,500 New