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Invesco S&P 500 Equal Weight ETF

1,562 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 685 increasing their positions, 488 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+60
Holders Change %
+3.99%
% of All Funds
22.64%
Holding in Top 10
208
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.48%
% of All Funds
3.01%
New
186
Increased
685
Reduced
488
Closed
103
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
526
CM Wealth Advisors
Ohio
$4M +$43.1K +262 +1%
BMM
527
Berkshire Money Management
Massachusetts
$3.96M -$321K -1,896 -7%
SLT
528
St Louis Trust
Missouri
$3.95M
MA
529
Mutual Advisors
Nebraska
$3.95M -$6.58M -38,867 -62%
FNBT
530
FineMark National Bank & Trust
Florida
$3.95M +$99.3K +586 +3%
LWM
531
Lyell Wealth Management
California
$3.94M +$23.9K +141 +0.6%
LPT
532
Legacy Private Trust
Wisconsin
$3.94M -$93.3K -551 -2%
SCA
533
Snowden Capital Advisors
New York
$3.93M -$4.65M -27,456 -54%
FHB
534
First Hawaiian Bank
Hawaii
$3.92M
SFS
535
Sowell Financial Services
Arkansas
$3.91M -$21.7K -128 -0.6%
SWPG
536
Strategic Wealth Partners Group
Illinois
$3.87M -$68.6K -405 -2%
RWIA
537
Roger Wittlin Investment Advisory
California
$3.86M -$266K -1,570 -6%
RA
538
RFG Advisory
Alabama
$3.82M +$401K +2,366 +12%
ACIM
539
Azimuth Capital Investment Management
Michigan
$3.82M +$3.82M +22,565 New
DWT
540
Dorsey & Whitney Trust
South Dakota
$3.79M -$2.54K -15 -0.1%
ACS
541
Archford Capital Strategies
Illinois
$3.79M -$18.6K -110 -0.5%
SSW
542
Stone Summit Wealth
Florida
$3.77M +$1.18M +6,945 +45%
PS
543
Principal Securities
Iowa
$3.76M +$186K +1,099 +5%
CFS
544
CRA Financial Services
New Jersey
$3.76M +$246K +1,454 +7%
PCIA
545
Prime Capital Investment Advisors
Kansas
$3.75M +$51.1K +302 +1%
OC
546
Oarsman Capital
Wisconsin
$3.72M +$3.25M +19,201 +688%
IF
547
Ironwood Financial
Arizona
$3.72M +$594K +3,506 +19%
PWA
548
PCG Wealth Advisors
Kansas
$3.71M -$522K -3,085 -12%
WJWM
549
Williams Jones Wealth Management
New York
$3.7M -$31.5K -186 -0.8%
KFGK
550
Keystone Financial Group (Kentucky)
Kentucky
$3.69M -$195K -1,150 -5%