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Invesco S&P 500 Equal Weight ETF

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
451
HBK Sorce Advisory
Pennsylvania
$2.47M +$1.2M +8,474 +94%
DI
452
DFPG Investments
Utah
$2.47M +$751K +5,069 +44%
KPWS
453
Kestra Private Wealth Services
Texas
$2.47M +$288K +2,042 +13%
VAS
454
Vestmark Advisory Solutions
Massachusetts
$2.46M +$2.46M +17,429 New
IAS
455
Investment Advisory Services
Texas
$2.46M +$78.3K +554 +3%
MFG
456
Merit Financial Group
Georgia
$2.45M +$1.98M +13,990 +413%
GSAM
457
Grant Street Asset Management
Pennsylvania
$2.45M -$320K -2,269 -12%
WIM
458
WealthPlan Investment Management
Nebraska
$2.43M +$45.6K +299 +2%
WP
459
WealthPLAN Partners
Nebraska
$2.42M +$2.42M +15,902 New
AFP
460
Ausdal Financial Partners
Iowa
$2.42M +$20.8K +147 +0.9%
DI
461
DAGCO Inc
Ohio
$2.41M -$397K -2,810 -14%
VWMG
462
Virginia Wealth Management Group
Virginia
$2.4M +$2.4M +17,022 New
SPWM
463
Schrum Private Wealth Management
Florida
$2.4M +$375K +2,658 +19%
LWA
464
LWS Wealth Advisors
New Jersey
$2.39M +$81.9K +580 +4%
NL
465
NVWM LLC
Pennsylvania
$2.38M -$31.8K -225 -1%
KW
466
KWB Wealth
California
$2.34M -$495K -3,507 -17%
SWPG
467
Strategic Wealth Partners Group
Illinois
$2.33M -$8.48K -60 -0.4%
JCM
468
Jacobi Capital Management
Pennsylvania
$2.33M -$4.1K -29 -0.2%
KCM
469
Kennicott Capital Management
California
$2.32M +$19.8K +140 +0.9%
AC
470
Abbrea Capital
California
$2.3M -$554K -3,920 -19%
CWA
471
CM Wealth Advisors
Ohio
$2.27M
AWA
472
Acorn Wealth Advisors
Michigan
$2.26M +$107K +756 +5%
KFP
473
KB Financial Partners
New Jersey
$2.24M +$2.24M +15,844 New
SIA
474
SkyView Investment Advisors
New Jersey
$2.24M +$2.24M +15,844 New
CCB
475
Country Club Bank
Missouri
$2.23M -$39.7K -281 -2%