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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 %
JAG
476
Journey Advisory Group
Kentucky
$2.22M -$227K -1,608 -9%
BS
477
Boenning & Scattergood
Pennsylvania
$2.22M -$25.5K -162 -1%
AWA
478
Arkadios Wealth Advisors
Georgia
$2.2M +$734K +5,196 +50%
OWA
479
Outlook Wealth Advisors
Texas
$2.19M -$37.9K -268 -2%
Susquehanna International Group
480
Susquehanna International Group
Pennsylvania
$2.19M -$6.2M -43,925 -74%
ACI
481
Alpha Cubed Investments
California
$2.16M -$15.7K -111 -0.7%
WAOI
482
Wealth Advisors of Iowa
Iowa
$2.15M +$2.15M +15,214 New
AWA
483
Alta Wealth Advisors
Massachusetts
$2.14M +$1.42M +10,044 +196%
ORC
484
O'Rourke & Company
Massachusetts
$2.14M +$125K +888 +6%
PSCM
485
Per Stirling Capital Management
Texas
$2.14M +$2.14M +15,124 New
FB
486
Fulton Bank
Pennsylvania
$2.13M +$2.13M +15,070 New
AFWM
487
AMJ Financial Wealth Management
Virginia
$2.13M +$2.13M +15,048 New
MIM
488
Marco Investment Management
Georgia
$2.11M +$28.3K +200 +1%
BIP
489
Blueprint Investment Partners
North Carolina
$2.1M +$2.1M +14,877 New
RhumbLine Advisers
490
RhumbLine Advisers
Massachusetts
$2.1M +$88.6K +627 +4%
VWM
491
Vigilare Wealth Management
Arizona
$2.09M +$1.08M +7,664 +108%
SW
492
SVB Wealth
Massachusetts
$2.08M -$348K -2,467 -14%
SAM
493
Strategy Asset Managers
California
$2.06M +$172K +1,217 +9%
MWM
494
Maltin Wealth Management
New Jersey
$2.04M +$21.9K +155 +1%
KA
495
Klingman & Associates
New York
$2.03M
SSWM
496
Sheets Smith Wealth Management
North Carolina
$1.98M -$30.7K -217 -2%
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$1.97M +$278K +1,969 +16%
RFN
498
RDA Financial Network
Iowa
$1.97M +$26.4K +187 +1%
FNBSF
499
First National Bank Sioux Falls
South Dakota
$1.96M -$54.5K -386 -3%
DT
500
Diversified Trust
Tennessee
$1.96M +$1.67M +11,818 +584%