RSP icon

Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
301
Bradley Foster & Sargent
Connecticut
$8.93M +$1.28M +8,129 +17%
RWA
302
Redmont Wealth Advisors
Illinois
$8.92M +$330K +2,094 +4%
Kayne Anderson Rudnick Investment Management
303
Kayne Anderson Rudnick Investment Management
California
$8.92M +$816K +5,169 +10%
CWM
304
Chicago Wealth Management
Illinois
$8.92M -$103K -655 -1%
PSFG
305
Prairie Sky Financial Group
Illinois
$8.87M +$179K +1,136 +2%
GM
306
GeoWealth Management
Illinois
$8.77M +$7.37M +46,684 +526%
CIC
307
Carnegie Investment Counsel
Ohio
$8.62M +$598K +3,792 +7%
JIP
308
Jaffetilchin Investment Partners
Florida
$8.61M +$222K +1,406 +3%
CAIMH
309
Central Asset Investments & Management Holdings
Hong Kong
$8.58M +$8.58M +54,350 New
HIA
310
Harbor Investment Advisory
Maryland
$8.57M +$955K +6,055 +13%
NFG
311
Northeast Financial Group
Pennsylvania
$8.55M +$301K +1,905 +4%
YLHM
312
Yelin Lapidot Holdings Management
Israel
$8.49M
DAS
313
Dynamic Advisor Solutions
Arizona
$8.49M -$1.26M -8,084 -13%
BWA
314
BlueChip Wealth Advisors
Georgia
$8.45M +$8.45M +53,541 New
Franklin Resources
315
Franklin Resources
California
$8.41M +$2.81M +17,785 +50%
RA
316
Ruggaard & Associates
Ohio
$8.4M +$416K +2,636 +5%
OLVIG
317
Oliver Lagore Vanvalin Investment Group
Michigan
$8.25M +$8.25M +52,289 +373,493%
LIM
318
Leavell Investment Management
Alabama
$8.24M +$4.79M +30,347 +139%
DC
319
DeDora Capital
California
$8.14M -$45.6K -289 -0.6%
SFG
320
Summit Financial Group
West Virginia
$8.14M +$331K +2,095 +4%
AWM
321
Axxcess Wealth Management
California
$8.14M +$373K +2,362 +5%
CWM
322
Cabot Wealth Management
Massachusetts
$8.13M +$126K +799 +2%
BRWA
323
B. Riley Wealth Advisors
Florida
$8.13M +$1.96M +12,400 +32%
HPFG
324
Hart & Patterson Financial Group
Massachusetts
$8.12M +$8.12M +51,426 New
LRPA
325
L. Roy Papp & Associates
Arizona
$8.09M +$418K +2,649 +5%