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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 %
HIIFS
376
Harel Insurance Investments & Financial Services
Israel
$7.12M -$1.43M -8,469 -17%
AF
377
Allworth Financial
California
$7.05M +$866K +5,115 +14%
NL
378
NWAM LLC
Washington
$7M -$26.8K -159 -0.4%
LWA
379
Lantern Wealth Advisors
New York
$6.97M +$51.2K +302 +0.7%
AA
380
Ancora Advisors
Ohio
$6.95M +$346K +2,041 +5%
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$6.86M +$4.53M +26,736 +195%
BCM
382
Brookstone Capital Management
Illinois
$6.79M +$808K +4,772 +14%
HA
383
Herold Advisors
New York
$6.77M -$9.82K -58 -0.1%
OPS
384
Orion Portfolio Solutions
Nebraska
$6.77M +$853K +5,038 +14%
BCI
385
Brinker Capital Investments
Pennsylvania
$6.77M +$853K +5,038 +14%
CFMC
386
Curbstone Financial Management Corp
New Hampshire
$6.7M +$151K +890 +2%
SMH
387
Sanders Morris Harris
Texas
$6.67M -$12.6M -20,953 -65%
FG
388
Fiduciary Group
Georgia
$6.66M +$155K +914 +2%
IC
389
IEQ Capital
California
$6.64M +$241K +1,423 +4%
Northern Trust
390
Northern Trust
Illinois
$6.62M +$1.03M +6,077 +18%
NC
391
NovaPoint Capital
Georgia
$6.6M +$1.97M +11,638 +43%
USCWA
392
U.S. Capital Wealth Advisors
Texas
$6.58M +$909K +5,369 +16%
ORL
393
Oak Root LLC
California
$6.55M +$1.16M +6,862 +22%
CS
394
Credit Suisse
Switzerland
$6.54M +$157K +927 +2%
AEPWM
395
Atlantic Edge Private Wealth Management
Florida
$6.54M +$302K +1,781 +5%
DC
396
Darrow Company
Massachusetts
$6.49M -$38.4K -227 -0.6%
FCM
397
Firestone Capital Management
Florida
$6.49M -$69.4K -410 -1%
PAS
398
Park Avenue Securities
New York
$6.44M -$893K -5,272 -12%
BMM
399
Buffington Mohr McNeal
Idaho
$6.42M +$1.94M +11,437 +43%
FW
400
Fairway Wealth
Ohio
$6.41M +$3.85M +22,719 +150%