RSP icon

Invesco S&P 500 Equal Weight ETF

1,562 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 685 increasing their positions, 488 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+60
Holders Change %
+3.99%
% of All Funds
22.64%
Holding in Top 10
208
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.48%
% of All Funds
3.01%
New
186
Increased
685
Reduced
488
Closed
103
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
301
BBJS Financial Advisors
Washington
$9.62M +$6.99M +41,278 +266%
SI
302
SimpliFi Inc
California
$9.62M +$9.62M +56,784 New
CWM
303
Chicago Wealth Management
Illinois
$9.6M +$35.4K +209 +0.4%
CIC
304
Carnegie Investment Counsel
Ohio
$9.55M +$300K +1,774 +3%
LRPA
305
L. Roy Papp & Associates
Arizona
$9.53M +$839K +4,953 +10%
SLC
306
Second Line Capital
Louisiana
$9.48M +$3.02M +17,825 +47%
DAS
307
Dynamic Advisor Solutions
Arizona
$9.46M +$229K +1,352 +2%
KHCM
308
Kirtland Hills Capital Management
Ohio
$9.38M +$9.38M +57,029 New
PSFG
309
Prairie Sky Financial Group
Illinois
$9.35M -$169K -997 -2%
RA
310
Ruggaard & Associates
Ohio
$9.33M +$313K +1,847 +3%
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$9.33M -$3.19M -18,848 -25%
TWA
312
Tandem Wealth Advisors
Arizona
$9.33M +$1.68M +10,036 +22%
BCM
313
Basso Capital Management
Connecticut
$9.27M +$2.02M +11,912 +28%
SWP
314
Strategic Wealth Partners
Ohio
$9.25M +$995K +5,876 +12%
SFC
315
Strategic Financial Concepts
Texas
$9.12M +$3.43M +20,274 +60%
BIP
316
Blue Investment Partners
California
$9.01M +$736K +4,343 +9%
WC
317
Wexford Capital
Florida
$8.93M +$8.93M +52,705 New
IIA
318
IPG Investment Advisors
California
$8.81M -$1.88M -11,085 -18%
SG Americas Securities
319
SG Americas Securities
New York
$8.79M +$8.79M +51,896 New
MAWA
320
Moss Adams Wealth Advisors
Washington
$8.77M -$1.42M -8,392 -14%
DC
321
DeDora Capital
California
$8.72M -$18.5K -109 -0.2%
CWM
322
Cabot Wealth Management
Massachusetts
$8.66M -$71.1K -420 -0.8%
EWM
323
Evercore Wealth Management
New York
$8.6M +$5.05M +29,843 +142%
AIC
324
Archer Investment Corporation
Indiana
$8.56M +$712K +4,204 +9%
KAH
325
Kathryn A. Hall
$8.54M +$8.54M +50,405 New