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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 %
APWA
501
Atlas Private Wealth Advisors
New Jersey
$1.95M +$205K +1,451 +12%
TPWM
502
Twelve Points Wealth Management
Massachusetts
$1.94M +$43.5K +308 +2%
LFA
503
Laraway Financial Advisors
Minnesota
$1.94M -$53.4K -378 -3%
TAM
504
Tocqueville Asset Management
New York
$1.94M +$148K +1,046 +8%
SAM
505
Synergy Asset Management
Washington
$1.92M +$1.92M +13,568 New
FCI
506
Financial Counselors Inc
Kansas
$1.88M +$837K +5,928 +80%
TSWM
507
Triangle Securities Wealth Management
North Carolina
$1.88M +$181K +1,282 +11%
MAM
508
Milestone Asset Management
Pennsylvania
$1.88M +$1.88M +12,567 New
CA
509
CapWealth Advisors
Tennessee
$1.87M +$139K +985 +8%
3F
510
360 Financial
Minnesota
$1.85M
PAG
511
Private Advisor Group
New Jersey
$1.84M -$305K -84,542 -14%
PIMG
512
Patriot Investment Management Group
Tennessee
$1.84M -$1.96K -13 -0.1%
GB
513
Gunma Bank
Japan
$1.84M
GAMC
514
Garner Asset Management Corp
Texas
$1.84M +$7.35K +52 +0.4%
QCIG
515
Quad-Cities Investment Group
Iowa
$1.83M +$505K +3,578 +38%
GWCM
516
Godshalk Welsh Capital Management
Pennsylvania
$1.82M -$382K -2,702 -17%
MSFS
517
Main Street Financial Solutions
Pennsylvania
$1.81M -$180K -1,276 -9%
TFA
518
Transamerica Financial Advisors
Florida
$1.8M -$60.8K -430 -3%
TFS
519
Thoroughbred Financial Services
Tennessee
$1.8M -$170K -1,203 -9%
IF
520
Ironwood Financial
Arizona
$1.8M +$108K +764 +6%
RMDI
521
R.M. Davis Inc
Maine
$1.78M
SAF
522
Smith Anglin Financial
Texas
$1.78M -$383K -2,708 -18%
CCM
523
Ciovacco Capital Management
Georgia
$1.78M -$10.9K -77 -0.6%
CFS
524
CRA Financial Services
New Jersey
$1.76M -$61.9K -438 -3%
AR
525
Advisory Research
Illinois
$1.75M -$53.4K -378 -3%