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Invesco S&P 500 Equal Weight ETF

1,208 hedge funds and large institutions have $19.6B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 503 increasing their positions, 394 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+20
Holders Change %
+1.68%
% of All Funds
19.33%
Holding in Top 10
146
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.67%
% of All Funds
2.34%
New
121
Increased
503
Reduced
394
Closed
82
Calls
$83.2M
Puts
$90.2M
Net Calls
-$6.95M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
576
Argent Trust Co
Tennessee
$1.53M -$14K -97 -0.9%
JAG
577
Journey Advisory Group
Kentucky
$1.52M -$760K -5,256 -33%
SS
578
Sunbelt Securities
Texas
$1.51M -$20.4K -143 -1%
WP
579
WealthSource Partners
California
$1.51M -$19.5K -135 -1%
PP
580
Patten & Patten
Tennessee
$1.51M +$138K +955 +10%
YAVAPFMC
581
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.51M
GKWIM
582
Gerber Kawasaki Wealth & Investment Management
California
$1.51M +$205K +1,418 +16%
GSC
583
G&S Capital
Colorado
$1.5M +$23.1K +160 +2%
TWM
584
TMD Wealth Management
Arizona
$1.5M +$505K +3,493 +51%
AssetMark Inc
585
AssetMark Inc
California
$1.48M -$1.23M -8,525 -45%
CIBC Private Wealth Group
586
CIBC Private Wealth Group
Georgia
$1.48M +$223K +1,542 +18%
AR
587
Advisory Research
Illinois
$1.46M -$325K -2,245 -18%
BJL
588
Brighton Jones LLC
Washington
$1.45M +$9.4K +65 +0.7%
RIM
589
Rockbridge Investment Management
New York
$1.45M
PCTC
590
Perkins Coie Trust Company
Washington
$1.44M
VAM
591
Verity Asset Management
North Carolina
$1.41M +$10.1K +70 +0.7%
SWM
592
Sugarloaf Wealth Management
Georgia
$1.41M -$129K -894 -8%
BIA
593
Biondo Investment Advisors
Pennsylvania
$1.41M -$18.1K -125 -1%
KA
594
Kovack Advisors
Florida
$1.4M +$43.2K +299 +3%
RFC
595
Regions Financial Corp
Alabama
$1.4M +$81.7K +565 +6%
LMKC
596
L.M. Kohn & Company
Ohio
$1.39M +$112K +773 +9%
FCI
597
Financial Counselors Inc
Kansas
$1.39M -$537K -3,710 -28%
CS
598
Credit Suisse
Switzerland
$1.37M -$5.94M -41,069 -81%
CWM
599
Cornerstone Wealth Management
Missouri
$1.36M +$1.36M +9,409 New
First Trust Advisors
600
First Trust Advisors
Illinois
$1.36M -$152K -1,050 -10%