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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.2%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
401
Defined Wealth Management
Oregon
$3.75M +$81.1K +542 +2%
KWM
402
Kingsview Wealth Management
Oregon
$3.72M -$153K -1,024 -4%
IPW
403
IronBridge Private Wealth
Texas
$3.7M +$3.7M +24,739 New
BAM
404
Belpointe Asset Management
Nevada
$3.7M -$710K -4,744 -16%
CA
405
Clearstead Advisors
Ohio
$3.67M +$108K +722 +3%
OCM
406
Orion Capital Management
California
$3.67M -$1.95K -13 -0.1%
FNBT
407
FineMark National Bank & Trust
Florida
$3.66M +$372K +2,488 +11%
RA
408
RiverTree Advisors
Florida
$3.63M +$3.63M +24,259 New
TA
409
TrueWealth Advisors
Alabama
$3.61M +$1.37M +9,150 +61%
HPC
410
HM Payson & Co
Maine
$3.6M -$59.7K -399 -2%
SC
411
Scotia Capital
Ontario, Canada
$3.58M -$3.38M -22,563 -49%
DWT
412
Dorsey & Whitney Trust
South Dakota
$3.57M +$8.23K +55 +0.2%
RMAM
413
Raab & Moskowitz Asset Management
New Jersey
$3.55M -$37.6K -251 -1%
SHWM
414
Silicon Hills Wealth Management
Texas
$3.5M -$92.8K -620 -3%
WJWM
415
Williams Jones Wealth Management
New York
$3.49M +$170K +1,135 +5%
HT
416
Heritage Trust
Oklahoma
$3.42M -$451K -3,014 -12%
SWPG
417
Strategic Wealth Partners Group
Illinois
$3.4M -$27.2K -182 -0.8%
AFS
418
Access Financial Services
Minnesota
$3.38M -$2.17M -14,523 -39%
CPC
419
Consolidated Planning Corp
Georgia
$3.37M +$139K +929 +4%
SC
420
Savant Capital
Illinois
$3.35M -$29.5K -197 -0.9%
LFAS
421
Level Four Advisory Services
Texas
$3.34M +$112K +748 +3%
CFGS
422
Concourse Financial Group Securities
Alabama
$3.32M +$138K +925 +4%
MA
423
Mutual Advisors
Nebraska
$3.32M -$284K -1,895 -8%
AGA
424
Arkos Global Advisors
Texas
$3.3M +$15K +100 +0.5%
BWM
425
Birchcreek Wealth Management
Ohio
$3.29M +$368K +2,458 +13%