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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 %
BFWA
376
Benchmark Financial Wealth Advisors
Florida
$4.64M -$75.9K -536 -2%
MA
377
MJP Associates
Connecticut
$4.62M -$31.5M -222,136 -87%
DCM
378
Dimension Capital Management
Florida
$4.59M +$4.59M +32,382 New
FC
379
FCA Corp
Texas
$4.55M +$159K +1,119 +4%
HWM
380
HB Wealth Management
Georgia
$4.54M +$10.1K +71 +0.2%
ARC
381
Advisor Resource Council
Texas
$4.49M +$352K +2,483 +8%
IAA
382
Independent Advisor Alliance
North Carolina
$4.49M +$499K +3,525 +13%
WFA
383
Wellspring Financial Advisors
Ohio
$4.48M +$4.82K +34 +0.1%
SMC
384
Smith, Moore & Co
Missouri
$4.47M +$101K +714 +2%
PIA
385
Perennial Investment Advisors
California
$4.42M +$847K +5,981 +24%
SWM
386
Spire Wealth Management
Virginia
$4.42M -$164K -1,156 -4%
OA
387
Oxbow Advisors
Texas
$4.37M -$10.7M -75,217 -71%
MIA
388
Milestone Investment Advisors
Wisconsin
$4.3M +$421K +2,974 +11%
UCFA
389
United Capital Financial Advisors
Texas
$4.29M -$198K -1,398 -4%
GRP
390
Global Retirement Partners
California
$4.28M +$2.87M +20,611 +203%
CHA
391
Carmichael Hill & Associates
Maryland
$4.26M +$480K +3,386 +13%
WWA
392
WCG Wealth Advisors
Nevada
$4.19M +$4.19M +28,999 New
BBL
393
Beck Bode LLC
Massachusetts
$4.18M -$102K -722 -2%
OC
394
Oppenheimer & Co
New York
$4.17M -$881K -6,219 -17%
PCM
395
Parsons Capital Management
Rhode Island
$4.17M -$47.5K -335 -1%
MA
396
Modus Advisors
Minnesota
$4.15M +$94.4K +666 +2%
FBB
397
Fulton Breakefield Broenniman
Maryland
$4.12M -$2.98K -21 -0.1%
SC
398
Scotia Capital
Ontario, Canada
$4.11M +$722K +5,092 +21%
EWA
399
EP Wealth Advisors
California
$4.07M +$119K +838 +3%
AAS
400
Ameritas Advisory Services
Nebraska
$4.06M +$949K +6,744 +31%