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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 %
ACIM
526
Azimuth Capital Investment Management
Michigan
$3.71M
PFP
527
Pinnacle Financial Partners
Tennessee
$3.69M +$105K +629 +3%
LPT
528
Legacy Private Trust
Wisconsin
$3.69M -$128K -777 -3%
PS
529
Principal Securities
Iowa
$3.69M +$37.1K +226 +1%
DWT
530
Dorsey & Whitney Trust
South Dakota
$3.68M -$2.3K -14 -0.1%
AWM
531
Apollon Wealth Management
South Carolina
$3.67M -$232K -1,414 -6%
HT
532
Headlands Technologies
Illinois
$3.67M +$1.73M +10,512 +89%
ASFA
533
All Season Financial Advisors
Colorado
$3.63M +$3.63M +22,097 New
AWM
534
Axxcess Wealth Management
California
$3.62M -$6.11M -37,207 -63%
Walleye Trading
535
Walleye Trading
New York
$3.62M +$1.26M +7,652 +53%
HCMT
536
Highland Capital Management (Tennessee)
Tennessee
$3.61M -$324K -1,974 -8%
LCM
537
Lunt Capital Management
Utah
$3.58M +$455K +2,770 +15%
LA
538
Lane & Associates
New Jersey
$3.57M +$938K +5,707 +36%
SFWA
539
Summit Financial Wealth Advisors
Louisiana
$3.57M
EWP
540
Elevation Wealth Partners
California
$3.55M +$629K +3,826 +22%
BMM
541
Berkshire Money Management
Massachusetts
$3.5M -$342K -2,082 -9%
UBS AM
542
UBS AM
Illinois
$3.48M +$3.48M +21,160 New
EWA
543
Evolution Wealth Advisors
Florida
$3.48M +$153K +934 +5%
GA
544
Gateway Advisory
New Jersey
$3.47M +$90.8K +553 +3%
WCP
545
Wick Capital Partners
Pennsylvania
$3.46M -$37.8K -230 -1%
LCGC
546
Legacy Capital Group California
California
$3.45M -$27.4K -167 -0.8%
Credit Agricole
547
Credit Agricole
France
$3.44M +$76.6K +466 +2%
DT
548
Diversified Trust
Tennessee
$3.44M +$1.44M +8,779 +72%
AQR Capital Management
549
AQR Capital Management
Connecticut
$3.43M +$2.05M +12,507 +149%
V
550
ViaWealth
Kansas
$3.38M +$93.1K +567 +3%