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Invesco S&P 500 Equal Weight ETF

1,679 hedge funds and large institutions have $40.8B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 767 increasing their positions, 479 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
+97
Holders Change %
+6.13%
% of All Funds
24.28%
Holding in Top 10
228
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.74%
% of All Funds
3.3%
New
210
Increased
767
Reduced
479
Closed
85
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B
Name Holding Trade Value Shares
Change
Shares
Change %
IHL
551
Investment House LLC
California
$4.3M +$3.77M +21,043 +706%
HCM
552
Howland Capital Management
Massachusetts
$4.3M +$3.87M +21,583 +889%
RCM
553
RMR Capital Management
California
$4.26M +$40K +223 +0.9%
SAF
554
Smith Anglin Financial
Texas
$4.26M -$128K -712 -3%
MSA
555
Marino Stram & Associates
Massachusetts
$4.25M +$653K +3,644 +18%
WAM
556
WealthTrust Asset Management
Florida
$4.23M +$4.23M +23,636 New
RWIA
557
Roger Wittlin Investment Advisory
California
$4.23M +$880K +4,909 +26%
ACS
558
Archford Capital Strategies
Illinois
$4.21M +$110K +608 +3%
PFP
559
Pinnacle Financial Partners
Tennessee
$4.2M +$232K +1,295 +6%
SWM
560
StoneCrest Wealth Management
Arizona
$4.17M +$24.9K +139 +0.6%
GWM
561
Global Wealth Management
New Jersey
$4.17M +$4.17M +23,290 New
KOC
562
Koss-Olinger Consulting
Florida
$4.16M -$3.58K -20 -0.1%
EWP
563
Elevation Wealth Partners
California
$4.12M +$250K +1,393 +6%
MIC
564
Meridian Investment Counsel
California
$4.1M +$592K +3,303 +17%
FTWA
565
Fifth Third Wealth Advisors
Ohio
$4.1M +$1.43M +7,964 +53%
CFO
566
Capitol Family Office
Oregon
$4.08M -$62.2K -347 -2%
VAM
567
Verity Asset Management
North Carolina
$4.05M +$949K +5,304 +31%
ACIM
568
Azimuth Capital Investment Management
Michigan
$4.05M +$5.38K +30 +0.1%
CA
569
Cambridge Associates
Massachusetts
$4M +$4M +22,354 New
MWA
570
Merkkuri Wealth Advisors
New York
$4M -$53.6K -299 -1%
AL
571
Aspiriant LLC
California
$4M -$700K -3,907 -15%
DWT
572
Dorsey & Whitney Trust
South Dakota
$3.99M -$20.2K -113 -0.5%
TA
573
TrueWealth Advisors
Alabama
$3.98M +$863K +4,819 +28%
AWM
574
Apollon Wealth Management
South Carolina
$3.96M -$49.1K -274 -1%
ASFA
575
All Season Financial Advisors
Colorado
$3.92M -$39.1K -218 -1%