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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 %
DWM
426
Defined Wealth Management
Oregon
$3.56M +$13.2K +93 +0.4%
LFAS
427
Level Four Advisory Services
Texas
$3.55M +$395K +2,786 +12%
EGA
428
E&G Advisors
Texas
$3.54M +$456K +3,216 +15%
MA
429
MONECO Advisors
Connecticut
$3.51M +$861K +6,074 +33%
KOC
430
Koss-Olinger Consulting
Florida
$3.5M -$71.3K -503 -2%
CWA
431
Centennial Wealth Advisory
Michigan
$3.48M -$272K -1,917 -7%
OCM
432
Orion Capital Management
California
$3.47M -$6.23K -44 -0.2%
AWM
433
Apollon Wealth Management
South Carolina
$3.45M -$1.39M -9,791 -29%
M&T Bank
434
M&T Bank
New York
$3.45M -$698K -4,927 -17%
KWM
435
Kingsview Wealth Management
Oregon
$3.42M -$105K -743 -3%
RMAM
436
Raab & Moskowitz Asset Management
New Jersey
$3.42M +$57.4K +405 +2%
HPC
437
HM Payson & Co
Maine
$3.41M
WJWM
438
Williams Jones Wealth Management
New York
$3.4M +$91.1K +643 +3%
IHL
439
Investment House LLC
California
$3.35M +$3.35M +23,676 New
MSAM
440
Moloney Securities Asset Management
Missouri
$3.35M -$2.24M -15,789 -40%
CA
441
CapWealth Advisors
Tennessee
$3.34M +$1.17M +8,261 +54%
TFS
442
Thoroughbred Financial Services
Tennessee
$3.3M +$1.36M +9,624 +70%
TC
443
TAP Consulting
Missouri
$3.29M +$3.29M +23,194 New
AFS
444
Access Financial Services
Minnesota
$3.27M +$75.8K +535 +2%
DWT
445
Dorsey & Whitney Trust
South Dakota
$3.26M -$123K -871 -4%
RA
446
RiverTree Advisors
Florida
$3.25M -$192K -1,354 -6%
LWM
447
Lyell Wealth Management
California
$3.24M -$338K -2,382 -9%
MFG
448
Magnus Financial Group
New York
$3.23M +$440K +3,107 +16%
HT
449
Heritage Trust
Oklahoma
$3.22M -$8.93K -63 -0.3%
CFA
450
Cahill Financial Advisors
Minnesota
$3.22M +$509K +3,595 +19%