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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 %
NFG
576
Northeast Financial Group
Pennsylvania
$3.14M -$2.27M -13,847 -42%
SWM
577
Sagace Wealth Management
Florida
$3.14M +$3.14M +18,486 New
MWM
578
Maltin Wealth Management
New Jersey
$3.13M +$360K +2,191 +13%
AI
579
Atom Investors
Texas
$3.12M +$1.38M +8,385 +79%
LWM
580
Lyell Wealth Management
California
$3.11M -$709K -4,317 -19%
BEAM
581
Baker Ellis Asset Management
Washington
$3.11M
HH
582
Hilltop Holdings
Texas
$3.1M -$205K -1,245 -6%
WIA
583
World Investment Advisors
California
$3.1M +$1.91M +11,631 +161%
AWM
584
AE Wealth Management
Kansas
$3.08M -$123K -751 -4%
RWIA
585
Roger Wittlin Investment Advisory
California
$3.07M -$669K -4,072 -18%
TC
586
TAP Consulting
Missouri
$3.07M -$955K -5,816 -24%
BBL
587
Beck Bode LLC
Massachusetts
$3.07M -$1.01M -6,145 -25%
IAS
588
Investment Advisory Services
Texas
$3.05M -$75.2K -458 -2%
QIM
589
Quest Investment Management
Oregon
$3.05M +$235K +1,431 +8%
HCM
590
Helios Capital Management
Singapore
$3.05M +$994K +6,050 +48%
MF
591
Meridian Financial
Massachusetts
$3.02M +$178K +1,081 +6%
BW
592
Bison Wealth
Georgia
$3.02M
CL
593
COWA LLC
Oklahoma
$3.02M +$1.99M +18,511 +193%
JIP
594
Jaffetilchin Investment Partners
Florida
$3M -$67.5K -411 -2%
BFG
595
Bouchey Financial Group
New York
$2.99M -$3.45K -21 -0.1%
GAG
596
GM Advisory Group
New York
$2.98M +$25K +152 +0.8%
IAA
597
Ironsides Asset Advisors
North Carolina
$2.97M +$12K +73 +0.4%
MGIA
598
Moneta Group Investment Advisors
Missouri
$2.93M +$48.8K +297 +2%
MFGM
599
Marshall Financial Group (Maryland)
Maryland
$2.91M +$293K +1,786 +11%
CG
600
Caprock Group
Idaho
$2.9M -$330K -2,008 -10%