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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
BMM
501
Buffington Mohr McNeal
Idaho
$2.54M -$29.8K -210 -1%
BW
502
Bison Wealth
Georgia
$2.54M +$103K +728 +4%
OPCM
503
Osborne Partners Capital Management
California
$2.53M -$109K -770 -4%
FP
504
Fiduciary Planning
Florida
$2.53M +$2.1M +14,787 +481%
JWCA
505
J.W. Cole Advisors
Florida
$2.53M +$632K +4,459 +33%
LWA
506
LWS Wealth Advisors
New Jersey
$2.52M -$16.9K -119 -0.7%
B
507
Bailard
California
$2.51M -$22.7K -160 -0.9%
TP
508
Tranquility Partners
Tennessee
$2.51M -$260K -1,832 -9%
GW
509
GW & Wade
Massachusetts
$2.5M +$142 +1 +0%
MGIA
510
Moneta Group Investment Advisors
Missouri
$2.49M -$331K -2,334 -12%
EFG
511
Ethos Financial Group
Pennsylvania
$2.48M +$671K +4,734 +37%
IAS
512
Insigneo Advisory Services
Florida
$2.47M +$96.5K +681 +4%
IAS
513
Investment Advisory Services
Texas
$2.46M +$123K +871 +5%
SAM
514
Strategy Asset Managers
California
$2.46M +$39.5K +279 +2%
DCM
515
Discovery Capital Management
Connecticut
$2.45M -$3.34M -23,600 -58%
WA
516
Waterford Advisors
New York
$2.44M -$397K -2,803 -14%
FNBSF
517
First National Bank Sioux Falls
South Dakota
$2.43M
ORC
518
O'Rourke & Company
Massachusetts
$2.43M +$206K +1,455 +9%
TI
519
Trexquant Investment
Connecticut
$2.41M +$2.41M +17,039 New
MOS
520
MGO One Seven
Ohio
$2.41M +$138K +977 +6%
AC
521
Abbrea Capital
California
$2.4M
AOWM
522
Alpha Omega Wealth Management
Virginia
$2.4M -$53.8K -380 -2%
TCM
523
Telos Capital Management
California
$2.39M +$23.5K +166 +1%
BFPW
524
BOK Financial Private Wealth
Colorado
$2.39M -$275K -1,942 -10%
AWE
525
Avidian Wealth Enterprises
Texas
$2.39M -$459K -3,242 -16%