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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 %
CL
351
CSS LLC
Illinois
$7.84M +$4.17M +24,600 +113%
CCFM
352
Clear Creek Financial Management
Washington
$7.74M +$4.22M +24,911 +120%
AIM
353
Aspen Investment Management
Michigan
$7.71M +$576K +3,398 +8%
TMWM
354
Taylor & Morgan Wealth Management
Michigan
$7.7M -$689K -4,069 -8%
RW
355
RVW Wealth
California
$7.64M -$24.2K -143 -0.3%
WDL
356
Well Done LLC
Michigan
$7.61M +$71.6K +423 +1%
CIA
357
Concurrent Investment Advisors
Florida
$7.61M -$5.83M -34,430 -43%
OC
358
Oppenheimer & Co
New York
$7.54M +$777K +4,586 +11%
FAG
359
Financial Advisory Group
Texas
$7.53M +$467K +2,758 +7%
RW
360
REDW Wealth
New Mexico
$7.51M -$530K -3,131 -7%
IAN
361
Integrated Advisors Network
Texas
$7.45M -$2.7M -15,957 -27%
RIS
362
Retirement Income Solutions
Michigan
$7.45M -$928K -5,480 -11%
CWM
363
Connecticut Wealth Management
Connecticut
$7.4M +$3.56K +21 +0%
LK
364
Lumbard & Kellner
New Hampshire
$7.4M -$12.9K -76 -0.2%
SFWC
365
Strategic Family Wealth Counselors
New Jersey
$7.38M +$436K +2,577 +6%
RMAM
366
Raab & Moskowitz Asset Management
New Jersey
$7.37M +$3.12M +18,428 +73%
IAA
367
Independent Advisor Alliance
North Carolina
$7.36M -$318K -1,879 -4%
IFPG
368
Intrepid Financial Planning Group
Indiana
$7.34M -$160K -944 -2%
EWA
369
EP Wealth Advisors
California
$7.26M +$1.43M +8,471 +25%
WS
370
Wedbush Securities
California
$7.25M +$4.7M +27,725 +184%
GRP
371
Global Retirement Partners
California
$7.2M +$693K +4,090 +11%
GWM
372
Geneos Wealth Management
Colorado
$7.19M -$861K -5,081 -11%
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$7.17M +$6.27K +37 +0.1%
GWMR
374
GC Wealth Management RIA
Massachusetts
$7.16M +$200K +1,180 +3%
AP
375
Advisors Preferred
Maryland
$7.12M -$218K -1,294 -3%