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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.11B
2
CI
Clal Insurance
Israel
+$860M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$671M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$565M
5
Bank of America
Bank of America
North Carolina
+$483M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.1B
2
Goldman Sachs
Goldman Sachs
New York
-$399M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$394M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$343M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
476
Dana Investment Advisors
Wisconsin
$4.23M +$40.7K +258 +1%
AWM
477
Apollon Wealth Management
South Carolina
$4.22M +$375K +2,379 +10%
BMM
478
Buffington Mohr McNeal
Idaho
$4.18M +$1.35M +8,574 +48%
DB
479
Dravo Bay
Delaware
$4.16M -$41.3K -262 -1%
NIWA
480
New Insight Wealth Advisors
California
$4.15M +$4.15M +26,291 New
CFO
481
Capitol Family Office
Oregon
$4.14M -$130K -824 -3%
WA
482
Win Advisors
Florida
$4.13M +$4.13M +26,155 New
HCMT
483
Highland Capital Management (Tennessee)
Tennessee
$4.11M +$121K +765 +3%
S
484
SimplyRich
California
$4.11M +$4.11M +26,011 New
DI
485
DFPG Investments
Utah
$4.09M +$1.58M +10,149 +63%
SAF
486
Smith Anglin Financial
Texas
$4.07M +$2.32M +14,722 +133%
WAM
487
Wakefield Asset Management
Colorado
$4.04M +$4.04M +25,629 New
CA
488
CapWealth Advisors
Tennessee
$4.03M +$319K +2,024 +9%
SWM
489
StoneCrest Wealth Management
Arizona
$4.03M +$4.03M +25,544 New
BMM
490
Berkshire Money Management
Massachusetts
$3.99M -$93.9K -595 -2%
DWM
491
Defined Wealth Management
Oregon
$3.97M +$8.52K +54 +0.2%
BA
492
Brightwater Advisory
Florida
$3.97M +$3.97M +25,153 New
RMAM
493
Raab & Moskowitz Asset Management
New Jersey
$3.96M +$151K +954 +4%
PWA
494
PCG Wealth Advisors
Kansas
$3.95M -$120K -761 -3%
OCM
495
Orion Capital Management
California
$3.95M +$85.5K +542 +2%
BBA
496
Braun-Bostich & Associates
Pennsylvania
$3.94M -$87.7K -556 -2%
SWA
497
Stratos Wealth Advisors
Ohio
$3.94M +$873K +5,531 +28%
SPC
498
Sigma Planning Corp
Michigan
$3.93M -$2.42M -15,348 -38%
BF
499
BOK Financial
Oklahoma
$3.91M +$786K +4,984 +25%
TFS
500
Thoroughbred Financial Services
Tennessee
$3.89M +$214K +1,355 +6%
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