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Invesco S&P 500 Equal Weight ETF

1,208 hedge funds and large institutions have $19.6B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 503 increasing their positions, 394 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+20
Holders Change %
+1.68%
% of All Funds
19.33%
Holding in Top 10
146
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.67%
% of All Funds
2.34%
New
121
Increased
503
Reduced
394
Closed
82
Calls
$83.2M
Puts
$90.2M
Net Calls
-$6.95M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Capstone Investment Advisors
476
Capstone Investment Advisors
New York
$2.3M -$1.05M -7,267 -31%
Rafferty Asset Management
477
Rafferty Asset Management
New York
$2.3M -$289K -2,000 -11%
M&T Bank
478
M&T Bank
New York
$2.29M -$337K -2,328 -13%
PTC
479
Private Trust Company
Ohio
$2.28M -$418K -2,887 -15%
CWA
480
CM Wealth Advisors
Ohio
$2.27M
AWA
481
Acorn Wealth Advisors
Michigan
$2.26M -$52.4K -362 -2%
BW
482
Bison Wealth
Georgia
$2.25M -$636K -4,497 -22%
FPAS
483
Focus Partners Advisor Solutions
Missouri
$2.23M +$717K +4,956 +47%
PWMG
484
Pinnacle Wealth Management Group
Michigan
$2.22M -$741K -5,122 -25%
TPWM
485
Twelve Points Wealth Management
Massachusetts
$2.2M +$213K +1,474 +11%
BAM
486
Bosun Asset Management
Illinois
$2.19M +$437K +3,025 +25%
RhumbLine Advisers
487
RhumbLine Advisers
Massachusetts
$2.19M +$36.2K +250 +2%
AFWM
488
AMJ Financial Wealth Management
Virginia
$2.19M +$9.55K +66 +0.4%
TIA
489
Traphagen Investment Advisors
New Jersey
$2.18M -$1.08M -7,488 -33%
MIM
490
Marco Investment Management
Georgia
$2.17M +$8.68K +60 +0.4%
BF
491
BOK Financial
Oklahoma
$2.17M -$1.37M -9,453 -39%
TA
492
TrueWealth Advisors
Alabama
$2.16M +$2.16M +14,948 New
ORC
493
O'Rourke & Company
Massachusetts
$2.15M -$39K -270 -2%
SSWM
494
Sheets Smith Wealth Management
North Carolina
$2.14M +$120K +832 +6%
CCM
495
Ciovacco Capital Management
Georgia
$2.14M +$325K +2,250 +18%
LCGC
496
Legacy Capital Group California
California
$2.11M +$2.11M +14,576 New
CCB
497
Country Club Bank
Missouri
$2.1M -$147K -1,029 -7%
PFWA
498
Paces Ferry Wealth Advisors
Georgia
$2.08M +$1.4M +9,656 +203%
KA
499
Klingman & Associates
New York
$2.08M
SFG
500
Sowa Financial Group
Rhode Island
$2.07M +$441K +3,048 +27%