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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 %
CWM
301
Chicago Wealth Management
Illinois
$9.51M +$195K +1,184 +2%
SWP
302
Strategic Wealth Partners
Ohio
$9.33M +$363K +2,209 +4%
TWA
303
Tandem Wealth Advisors
Arizona
$9.33M +$201K +1,222 +2%
CIC
304
Carnegie Investment Counsel
Ohio
$9.28M +$17.4K +106 +0.2%
FWP
305
FAS Wealth Partners
Kansas
$9.2M -$534K -3,252 -5%
DAS
306
Dynamic Advisor Solutions
Arizona
$9.19M +$15.4K +94 +0.2%
MWM
307
MTC Wealth Management
Florida
$9.19M +$9.19M +55,953 New
SGDR
308
SPX Gestao de Recursos
Brazil
$9.18M +$9.18M +55,850 New
EWM
309
Evercore Wealth Management
New York
$9.1M +$754K +4,590 +9%
RA
310
Ruggaard & Associates
Ohio
$8.99M -$58.8K -358 -0.6%
SSWM
311
Sheets Smith Wealth Management
North Carolina
$8.96M +$842K +5,124 +10%
CCFM
312
Clear Creek Financial Management
Washington
$8.73M +$1.21M +7,392 +16%
AIC
313
Archer Investment Corporation
Indiana
$8.6M +$296K +1,801 +4%
PSFG
314
Prairie Sky Financial Group
Illinois
$8.59M -$480K -2,924 -5%
EDRH
315
Edmond de Rothschild Holding
Switzerland
$8.58M -$2.25M -13,668 -21%
BDF
316
Black Diamond Financial
Maryland
$8.53M +$7.85M +47,812 +1,166%
MAWA
317
Moss Adams Wealth Advisors
Washington
$8.49M -$17.9K -109 -0.2%
DC
318
DeDora Capital
California
$8.46M +$3.78K +23 +0%
AIM
319
Aspen Investment Management
Michigan
$8.44M +$959K +5,835 +13%
GSIAS
320
Garden State Investment Advisory Services
New Jersey
$8.36M +$160K +973 +2%
FFBTD
321
First Financial Bank - Trust Division
Ohio
$8.32M +$338K +2,060 +4%
PPC
322
Park Place Capital
Alabama
$8.3M +$3.92M +23,867 +90%
BBPWM
323
Blue Bell Private Wealth Management
Pennsylvania
$8.28M +$1.32M +8,053 +19%
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
$8.27M +$59.6K +363 +0.7%
SC
325
Sepio Capital
Utah
$8.24M +$583K +3,549 +8%