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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 %
BAM
351
Belpointe Asset Management
Nevada
$4.26M -$332K -2,295 -7%
PCM
352
Parsons Capital Management
Rhode Island
$4.22M +$370K +2,558 +10%
BMM
353
Berkshire Money Management
Massachusetts
$4.2M -$417K -2,883 -9%
PWA
354
PCG Wealth Advisors
Kansas
$4.2M -$49K -339 -1%
AWM
355
Axxcess Wealth Management
California
$4.17M +$2.45M +16,923 +142%
LIM
356
Leavell Investment Management
Alabama
$4.08M -$3.07M -21,217 -43%
GAI
357
General American Investors
New York
$4.07M
LWM
358
Lyell Wealth Management
California
$4.05M +$22.1K +153 +0.5%
SCA
359
Snowden Capital Advisors
New York
$4.01M +$304K +2,100 +8%
PIA
360
Perennial Investment Advisors
California
$4.01M +$3.4M +23,543 +565%
MA
361
Modus Advisors
Minnesota
$4M -$26.8K -185 -0.7%
SFC
362
Strategic Financial Concepts
Texas
$3.93M +$3.93M +27,203 New
OC
363
Oarsman Capital
Wisconsin
$3.91M -$1.36M -9,406 -26%
SLT
364
St Louis Trust
Missouri
$3.89M
PNAA
365
Pictet North America Advisors
Switzerland
$3.89M +$3.57M +24,709 +1,128%
AWS
366
AJ Wealth Strategies
New York
$3.89M -$1.64M -11,322 -30%
CWA
367
Centennial Wealth Advisory
Michigan
$3.89M +$3.89M +26,881 New
CWC
368
Carolinas Wealth Consulting
North Carolina
$3.8M +$3.8M +26,303 New
LSA
369
Lansing Street Advisors
Pennsylvania
$3.8M +$723K +4,998 +24%
LPT
370
Legacy Private Trust
Wisconsin
$3.78M -$206K -1,425 -5%
CHA
371
Carmichael Hill & Associates
Maryland
$3.78M +$147K +1,018 +4%
S
372
SimplyRich
California
$3.76M -$13.7K -95 -0.4%
KWM
373
Kingsview Wealth Management
Oregon
$3.75M +$239K +1,651 +7%
HT
374
Heritage Trust
Oklahoma
$3.74M -$9.83K -68 -0.3%
IAA
375
Independent Advisor Alliance
North Carolina
$3.72M +$502K +3,472 +16%