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Invesco S&P 500 Equal Weight ETF

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Shares
Change %
CM
376
Churchill Management
California
$6.54M -$7.42M -47,017 -53%
FFN
377
Focus Financial Network
Minnesota
$6.51M -$2.35M -14,907 -27%
GWMR
378
GC Wealth Management RIA
Massachusetts
$6.49M +$6.49M +41,112 New
Verition Fund Management
379
Verition Fund Management
Connecticut
$6.47M -$2.41M -15,303 -27%
SFWC
380
Strategic Family Wealth Counselors
New Jersey
$6.47M +$221K +1,400 +4%
LWA
381
Lantern Wealth Advisors
New York
$6.45M +$6.45M +40,853 New
JWCA
382
J.W. Cole Advisors
Florida
$6.38M +$3.57M +22,615 +127%
HA
383
Herold Advisors
New York
$6.32M +$5.97M +37,808 +1,684%
OC
384
Oppenheimer & Co
New York
$6.3M +$1.66M +10,538 +36%
LWM
385
Lionsbridge Wealth Management
Florida
$6.28M +$4.21M +26,666 +203%
HPC
386
HM Payson & Co
Maine
$6.25M +$2.46M +15,573 +65%
GW
387
GW & Wade
Massachusetts
$6.23M +$3.44M +21,789 +123%
Cohen & Steers
388
Cohen & Steers
New York
$6.19M -$1.07M -6,800 -15%
AL
389
Aspiriant LLC
California
$6.15M -$233K -1,477 -4%
AA
390
Ancora Advisors
Ohio
$6.15M -$710K -4,500 -10%
FCM
391
Firestone Capital Management
Florida
$6.11M +$578K +3,664 +10%
CFMC
392
Curbstone Financial Management Corp
New Hampshire
$6.1M +$158K +1,000 +3%
DC
393
Darrow Company
Massachusetts
$6.08M -$113K -715 -2%
FG
394
Fiduciary Group
Georgia
$6.06M +$223K +1,411 +4%
H
395
HoyleCohen
California
$6.05M -$413K -2,619 -6%
SLC
396
Second Line Capital
Louisiana
$6.02M +$6.02M +38,175 New
BMCM
397
Bryn Mawr Capital Management
Pennsylvania
$5.97M -$927K -5,875 -13%
IC
398
IEQ Capital
California
$5.96M -$419K -2,658 -7%
GRP
399
Global Retirement Partners
California
$5.96M +$1.18M +7,637 +25%
CS
400
Credit Suisse
Switzerland
$5.95M -$210K -1,330 -3%