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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 %
CA
451
CoreCap Advisors
Michigan
$4.77M +$1.92M +12,194 +68%
LFAS
452
Level Four Advisory Services
Texas
$4.75M +$795K +5,040 +20%
NL
453
Navalign LLC
California
$4.75M +$333K +2,113 +8%
MSWMA
454
Market Street Wealth Management Advisors
Indiana
$4.73M -$477K -3,023 -9%
PCM
455
Parsons Capital Management
Rhode Island
$4.7M +$63.3K +401 +1%
MA
456
Modus Advisors
Minnesota
$4.69M +$72.4K +459 +2%
MA
457
MONECO Advisors
Connecticut
$4.67M +$766K +4,855 +20%
DFG
458
Dupree Financial Group
Kentucky
$4.67M +$4.67M +29,599 New
MIFH
459
Migdal Insurance & Financial Holdings
Israel
$4.66M +$3.86M +24,468 +485%
WFA
460
Wellspring Financial Advisors
Ohio
$4.66M -$335K -2,126 -7%
BWM
461
Birchcreek Wealth Management
Ohio
$4.64M +$514K +3,255 +12%
BBL
462
Beck Bode LLC
Massachusetts
$4.54M -$116K -736 -2%
SCM
463
Sage Capital Management
New Jersey
$4.49M +$4.49M +28,443 New
EGA
464
E&G Advisors
Texas
$4.48M +$545K +3,454 +14%
FNT
465
First National Trust
Pennsylvania
$4.47M +$1.44M +9,136 +48%
GAI
466
General American Investors
New York
$4.44M
WP
467
WealthPLAN Partners
Nebraska
$4.42M +$1.86M +11,759 +72%
LSPW
468
Lake Street Private Wealth
Illinois
$4.37M +$3.6M +22,804 +466%
UCFA
469
United Capital Financial Advisors
Texas
$4.34M -$434K -2,749 -9%
FBB
470
Fulton Breakefield Broenniman
Maryland
$4.32M -$275K -1,742 -6%
NC
471
NovaPoint Capital
Georgia
$4.31M +$2.97M +18,846 +222%
EAM
472
Erste Asset Management
Austria
$4.28M
CWC
473
Carolinas Wealth Consulting
North Carolina
$4.27M -$66.3K -420 -2%
SWM
474
Spire Wealth Management
Virginia
$4.26M -$608K -3,903 -13%
HT
475
Heritage Trust
Oklahoma
$4.23M +$642K +4,069 +18%