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Invesco S&P 500 Equal Weight ETF

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Market Value Shares Shares
Change
Shares
Change %
CHAM
376
Clear Harbor Asset Management
Connecticut
$3.33M 23,607 +12,582 +114%
AWA
377
AmeriServ Wealth Advisors
Pennsylvania
$3.32M 23,495 +786 +3%
IMOV
378
Investment Management of Virginia
Virginia
$3.3M 23,350 -1,122 -5%
MSAM
379
Moloney Securities Asset Management
Missouri
$3.29M 23,311 -217 -0.9%
SWM
380
Spire Wealth Management
Virginia
$3.28M 23,232 +2,550 +12%
Capstone Investment Advisors
381
Capstone Investment Advisors
New York
$3.27M 23,178 -2,532 -10%
RMAM
382
Raab & Moskowitz Asset Management
New Jersey
$3.22M 22,792 -365 -2%
FNBT
383
FineMark National Bank & Trust
Florida
$3.21M 22,727 -2,042 -8%
WJWM
384
Williams Jones Wealth Management
New York
$3.2M 22,674 -415 -2%
Millennium Management
385
Millennium Management
New York
$3.2M 22,668 +5,517 +32%
TIA
386
Traphagen Investment Advisors
New Jersey
$3.18M 22,539 +22,539 New
IAA
387
Independent Advisor Alliance
North Carolina
$3.15M 22,280 +2,969 +15%
LFAS
388
Level Four Advisory Services
Texas
$3.15M 22,275 +8,858 +66%
WC
389
Wexford Capital
Florida
$3.13M 22,166 +22,166 New
MFG
390
Magnus Financial Group
New York
$3.13M 22,159 +4,733 +27%
KWM
391
Kaydan Wealth Management
Michigan
$3.12M 22,104 -614 -3%
KTC
392
Kistler-Tiffany Companies
Pennsylvania
$3.11M 22,021 -2,879 -12%
MCM
393
Monument Capital Management
Virginia
$3.11M 22,014 -1,263 -5%
MPM
394
MBB Public Markets
Illinois
$3.11M 22,000 -2,000 -8%
SFWA
395
Summit Financial Wealth Advisors
Louisiana
$3.1M 21,982 +21,982 New
SFP
396
Shepherd Financial Partners
Massachusetts
$3.09M 21,869 +18,457 +541%
NEGWA
397
New England Guild Wealth Advisors
Connecticut
$3.08M 21,820 -421 -2%
WP
398
WMS Partners
Maryland
$3.08M 21,770 -14,059 -39%
AIC
399
Archer Investment Corporation
Indiana
$3.07M 21,723 +764 +4%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$3.06M 21,649 +110 +0.5%