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Invesco S&P 500 Equal Weight ETF

1,208 hedge funds and large institutions have $19.6B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 503 increasing their positions, 394 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+20
Holders Change %
+1.68%
% of All Funds
19.33%
Holding in Top 10
146
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.67%
% of All Funds
2.34%
New
121
Increased
503
Reduced
394
Closed
82
Calls
$83.2M
Puts
$90.2M
Net Calls
-$6.95M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
301
Strategic Family Wealth Counselors
New Jersey
$5.48M +$332K +2,293 +6%
LIA
302
Luken Investment Analytics
Tennessee
$5.48M +$53.5K +370 +1%
PCA
303
Peddock Capital Advisors
Massachusetts
$5.39M +$465K +3,215 +9%
TRCT
304
Tower Research Capital (TRC)
New York
$5.37M +$3.91M +27,022 +267%
AFS
305
Access Financial Services
Minnesota
$5.36M -$136K -942 -2%
IF
306
Intrua Financial
Texas
$5.34M +$120K +845 +2%
ZIC
307
ZWJ Investment Counsel
Georgia
$5.3M +$537K +3,716 +11%
Koshinski Asset Management
308
Koshinski Asset Management
Illinois
$5.26M +$130K +896 +3%
SAMC
309
Spectrum Asset Management (California)
California
$5.26M -$2.1M -14,550 -29%
BCA
310
Bay Colony Advisors
Massachusetts
$5.23M +$228K +1,599 +5%
KFS
311
Kaizen Financial Strategies
California
$5.18M +$5.18M +35,803 New
WFA
312
Wellspring Financial Advisors
Ohio
$5.17M -$157K -1,084 -3%
IC
313
IEQ Capital
California
$5.15M +$117K +811 +2%
WC
314
Wexford Capital
Florida
$5.12M +$1.91M +13,241 +60%
MSWMA
315
Market Street Wealth Management Advisors
Indiana
$5.08M -$206K -1,421 -4%
CMP
316
Courage Miller Partners
Virginia
$5.05M +$674K +4,657 +15%
HWM
317
HB Wealth Management
Georgia
$5.03M -$30.2K -209 -0.6%
AWA
318
ARQ Wealth Advisors
Arizona
$5.02M -$1.14M -7,885 -19%
AIM
319
Aspen Investment Management
Michigan
$5.02M +$1.3M +9,004 +35%
AMC
320
Asset Management Corp
Illinois
$4.96M +$638K +4,414 +15%
RJT
321
Raymond James Trust
Florida
$4.95M +$225K +1,556 +5%
WEG
322
World Equity Group
Illinois
$4.95M +$4.8M +115,781 +3,199%
CFMC
323
Curbstone Financial Management Corp
New Hampshire
$4.9M +$143K +992 +3%
WI
324
Wintrust Investments
Illinois
$4.89M -$237K -1,640 -5%
FC
325
FCA Corp
Texas
$4.89M +$149K +1,029 +3%