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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 %
PB
326
Pinnacle Bancorp
Nebraska
$6.06M -$67.2K -474 -1%
NL
327
NWAM LLC
Washington
$6.02M -$75.7K -534 -1%
PCA
328
Peddock Capital Advisors
Massachusetts
$6.01M +$422K +2,977 +8%
MA
329
Mutual Advisors
Nebraska
$6M +$2.86M +20,211 +91%
RBC
330
Rye Brook Capital
Connecticut
$5.95M +$5.95M +42,000 New
IF
331
Intrua Financial
Texas
$5.91M +$184K +1,299 +3%
BWM
332
Brown Wealth Management
Illinois
$5.9M +$3.59M +25,343 +156%
FAG
333
Financial Advisory Group
Texas
$5.88M +$10.3K +73 +0.2%
FFA
334
First Foundation Advisors
California
$5.87M +$4.61M +32,519 +366%
CT
335
Coastline Trust
Rhode Island
$5.83M -$396K -2,796 -6%
AIM
336
Aspen Investment Management
Michigan
$5.83M +$583K +4,112 +11%
H
337
HoyleCohen
California
$5.8M -$130K -918 -2%
IAN
338
Integrated Advisors Network
Texas
$5.79M +$3.75M +26,452 +184%
AL
339
Aspiriant LLC
California
$5.73M -$713K -5,029 -11%
IC
340
IEQ Capital
California
$5.73M -$55K -388 -1%
SPC
341
Sigma Planning Corp
Michigan
$5.7M +$142K +1,001 +3%
SFWC
342
Strategic Family Wealth Counselors
New Jersey
$5.61M +$119K +839 +2%
OCM
343
One Capital Management
California
$5.59M +$1.13M +8,001 +25%
DC
344
Darrow Company
Massachusetts
$5.56M +$224K +1,580 +4%
9WM
345
9258 Wealth Management
Ohio
$5.55M -$2.04M -14,427 -27%
BRWA
346
B. Riley Wealth Advisors
Florida
$5.54M +$205K +1,445 +4%
CS
347
Credit Suisse
Switzerland
$5.53M -$14.9K -105 -0.3%
AWA
348
ARQ Wealth Advisors
Arizona
$5.51M -$746K -5,263 -12%
HWM
349
Horizon Wealth Management
Illinois
$5.47M -$146K -1,027 -3%
USCWA
350
U.S. Capital Wealth Advisors
Texas
$5.35M -$1.72M -12,168 -24%