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Invesco S&P 500 Equal Weight ETF

1,582 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 656 increasing their positions, 556 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
+20
Holders Change %
+1.28%
% of All Funds
23.01%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
2.87%
New
147
Increased
656
Reduced
556
Closed
101
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
476
WealthShield Partners
North Carolina
$4.47M +$2.1M +12,764 +88%
EFG
477
Ethos Financial Group
Pennsylvania
$4.47M +$408K +2,482 +10%
LHWM
478
Lake Hills Wealth Management
Texas
$4.47M +$1.28M +7,784 +40%
TFS
479
Thoroughbred Financial Services
Tennessee
$4.46M +$1.4M +8,497 +45%
WFA
480
Wellspring Financial Advisors
Ohio
$4.44M -$50.8K -309 -1%
GWP
481
Gateway Wealth Partners
Wisconsin
$4.42M +$992K +6,036 +29%
CWC
482
Carolinas Wealth Consulting
North Carolina
$4.41M -$1.64M -9,987 -27%
GM
483
GeoWealth Management
Illinois
$4.41M +$3.03M +18,446 +219%
SWM
484
Spire Wealth Management
Virginia
$4.36M -$232K -1,413 -5%
PI
485
Parkside Investments
Illinois
$4.35M +$26.6K +162 +0.6%
AM
486
AGF Management
Ontario, Canada
$4.35M +$104K +632 +2%
FBB
487
Fulton Breakefield Broenniman
Maryland
$4.32M -$95.8K -583 -2%
AL
488
Aspiriant LLC
California
$4.31M -$1.29M -7,877 -23%
MWM
489
Modern Wealth Management
Kansas
$4.31M -$31.5K -192 -0.7%
Cohen & Steers
490
Cohen & Steers
New York
$4.31M -$821K -5,000 -16%
S
491
SimplyRich
California
$4.27M
FUBT
492
First United Bank & Trust
Maryland
$4.23M +$267K +1,625 +7%
PWM
493
Provident Wealth Management
Tennessee
$4.2M -$1.42M -8,623 -25%
SSW
494
Stone Summit Wealth
Florida
$4.2M +$543K +3,306 +15%
MFG
495
Magnus Financial Group
New York
$4.13M +$133K +807 +3%
FFA
496
Farther Finance Advisors
California
$4.13M +$1.54M +9,441 +59%
FGA
497
Fortis Group Advisors
New Jersey
$4.13M +$2.89M +17,562 +231%
DWM
498
Defined Wealth Management
Oregon
$4.13M -$4.11K -25 -0.1%
SYBT
499
Stock Yards Bank & Trust
Kentucky
$4.12M +$166K +1,012 +4%
OCM
500
Orion Capital Management
California
$4.11M -$66.5K -405 -2%