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Invesco S&P 500 Equal Weight ETF

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Shares
Change %
VLC
551
Van Leeuwen & Company
New Jersey
$3.29M +$3.29M +20,869 New
CCFM
552
Clear Creek Financial Management
Washington
$3.28M +$1.18M +7,509 +56%
CFS
553
CRA Financial Services
New Jersey
$3.28M +$108K +683 +3%
TCA
554
Transcend Capital Advisors
New Jersey
$3.28M +$1.94M +12,281 +145%
SWMG
555
Sard Wealth Management Group
Georgia
$3.26M +$3.26M +20,651 New
SAM
556
Strategy Asset Managers
California
$3.21M +$474K +3,006 +17%
EWA
557
Evolution Wealth Advisors
Florida
$3.19M
RA
558
RFG Advisory
Alabama
$3.19M +$2.92M +18,474 +1,061%
GA
559
Gateway Advisory
New Jersey
$3.18M +$2.94M +18,627 +1,199%
HH
560
Hilltop Holdings
Texas
$3.18M +$2.48M +15,727 +358%
FNBOMD
561
First National Bank of Mount Dora
Florida
$3.14M
AGA
562
Arkos Global Advisors
Texas
$3.12M
EFH
563
Eaton Financial Holdings
Florida
$3.11M -$19.3K -122 -0.6%
SIC
564
Shoker Investment Counsel
Ohio
$3.1M +$2.07M +13,114 +200%
OHWP
565
Oak Harbor Wealth Partners
North Carolina
$3.09M +$109K +692 +4%
SSWM
566
Sheets Smith Wealth Management
North Carolina
$3.05M +$73.2K +464 +2%
BEAM
567
Baker Ellis Asset Management
Washington
$3.04M +$146K +926 +5%
RWG
568
Regal Wealth Group
California
$3.03M +$2.63M +16,947 +654%
GCM
569
Gator Capital Management
Florida
$3.01M +$5.52K +35 +0.2%
CG
570
Caprock Group
Idaho
$3.01M -$272K -1,725 -8%
ACI
571
Alpha Cubed Investments
California
$2.98M +$347K +2,199 +13%
IAS
572
Investment Advisory Services
Texas
$2.97M +$223K +1,416 +8%
PFP
573
Pinnacle Financial Partners
Tennessee
$2.96M +$116K +734 +4%
BW
574
Bison Wealth
Georgia
$2.94M +$118K +748 +4%
BFG
575
Bouchey Financial Group
New York
$2.93M -$159K -1,007 -5%