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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 %
MWM
501
Maltin Wealth Management
New Jersey
$2.07M -$20.1K -139 -1%
3F
502
360 Financial
Minnesota
$2.06M -$38.9K -269 -2%
IMOV
503
Investment Management of Virginia
Virginia
$2.03M -$1.35M -9,305 -40%
LTL
504
Lowery Thomas LLC
California
$2M +$2M +13,852 New
APWA
505
Atlas Private Wealth Advisors
New Jersey
$2M +$1.74K +12 +0.1%
RFN
506
RDA Financial Network
Iowa
$1.99M -$20.7K -143 -1%
IF
507
Ironwood Financial
Arizona
$1.99M +$151K +1,041 +8%
FSC
508
Full Sail Capital
Oklahoma
$1.99M -$10.5M -72,834 -84%
ACI
509
Alpha Cubed Investments
California
$1.99M -$224K -1,546 -10%
MF
510
Meridian Financial
Massachusetts
$1.99M +$454K +3,141 +30%
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$1.98M -$37.5K -259 -2%
CCFM
512
Clear Creek Financial Management
Washington
$1.97M -$948K -6,555 -32%
PG
513
Prostatis Group
Maryland
$1.97M +$1.97M +13,866 New
CA
514
CapWealth Advisors
Tennessee
$1.97M +$55.5K +384 +3%
CFS
515
CRA Financial Services
New Jersey
$1.97M +$169K +1,170 +9%
TAM
516
Tocqueville Asset Management
New York
$1.96M -$23.7K -164 -1%
HWA
517
Heritage Wealth Advisors
Virginia
$1.95M -$827K -5,720 -30%
LFA
518
Laraway Financial Advisors
Minnesota
$1.94M -$43.4K -300 -2%
CW
519
CreativeOne Wealth
Kansas
$1.93M +$1.08M +7,489 +127%
GWCM
520
Godshalk Welsh Capital Management
Pennsylvania
$1.93M +$59.4K +411 +3%
TSWM
521
Triangle Securities Wealth Management
North Carolina
$1.91M -$16.3K -113 -0.9%
RIA
522
Retirement Investment Advisors
Oklahoma
$1.9M +$936K +6,470 +97%
LAM
523
Lifestyle Asset Management
Texas
$1.89M +$1.89M +13,094 New
SYBT
524
Stock Yards Bank & Trust
Kentucky
$1.89M +$220K +1,524 +13%
TBC
525
Ted Buchan & Co
California
$1.89M +$985K +6,812 +109%