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Invesco S&P 500 Equal Weight ETF

1,888 hedge funds and large institutions have $53.2B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 816 increasing their positions, 495 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,888
Holders Change
+209
Holders Change %
+12.45%
% of All Funds
25.13%
Holding in Top 10
253
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.96%
% of All Funds
3.37%
New
335
Increased
816
Reduced
495
Closed
97
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
FGA
351
Fortis Group Advisors
New Jersey
$11.3M +$4.19M +23,889 +59%
RRA
352
Round Rock Advisors
Connecticut
$11.2M +$282K +1,608 +3%
NW
353
NewEdge Wealth
Pennsylvania
$11.2M +$2.43M +13,872 +28%
IAA
354
Independent Advisor Alliance
North Carolina
$11.2M +$11.2M +63,724 New
SWA
355
Stratos Wealth Advisors
Ohio
$11.1M +$62.2K +355 +0.6%
LFAS
356
Level Four Advisory Services
Texas
$11M +$3.62M +20,686 +49%
CIC
357
Carnegie Investment Counsel
Ohio
$11M +$514K +2,932 +5%
BEI
358
Benjamin Edwards Inc
Missouri
$11M -$202K -1,152 -2%
FRA
359
Frank Rimerman Advisors
California
$11M +$639K +3,645 +6%
LIA
360
Luken Investment Analytics
Tennessee
$11M +$7.36K +42 +0.1%
SC
361
Scotia Capital
Ontario, Canada
$10.9M +$340K +1,943 +3%
TWA
362
Tandem Wealth Advisors
Arizona
$10.9M -$543K -3,096 -5%
AIM
363
Aspen Investment Management
Michigan
$10.6M +$423K +2,412 +4%
RMAM
364
Raab & Moskowitz Asset Management
New Jersey
$10.5M +$1.34M +7,667 +15%
D.E. Shaw & Co
365
D.E. Shaw & Co
New York
$10.5M +$7.48M +42,708 +246%
CWM
366
Chicago Wealth Management
Illinois
$10.5M +$260K +1,482 +3%
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$10.5M -$101K -579 -1%
PPC
368
Park Place Capital
Alabama
$10.5M +$951K +5,429 +10%
IWM
369
Inlight Wealth Management
Georgia
$10.4M +$10.4M +59,528 New
EWM
370
Evercore Wealth Management
New York
$10.3M +$244K +1,395 +2%
FWP
371
FAS Wealth Partners
Kansas
$10.3M +$276K +1,576 +3%
CG
372
Clarus Group
Texas
$10.2M +$10M +57,317 +5,095%
AAG
373
Armstrong Advisory Group
Massachusetts
$10.2M +$10.1M +57,612 +17,672%
GRP
374
Global Retirement Partners
California
$10.1M -$459K -2,617 -4%
KCPG
375
Kavar Capital Partners Group
Kansas
$10.1M -$32.1K -183 -0.3%