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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 %
FIA
601
Foundations Investment Advisors
Arizona
$1.36M +$1.36M +9,385 New
PG
602
Patten Group
Tennessee
$1.36M +$281K +1,946 +26%
DI
603
Diligent Investors
California
$1.36M +$15.9K +110 +1%
PAA
604
Peregrine Asset Advisers
Oregon
$1.34M -$5.95M -41,153 -82%
AF
605
Allworth Financial
California
$1.33M -$198K -1,372 -13%
PI
606
PFG Investments
New York
$1.32M +$1.32M +9,152 New
TFGT
607
TS Financial Group (TSFG)
Illinois
$1.31M +$20.3K +140 +2%
CRWM
608
Castle Rock Wealth Management
California
$1.3M +$465K +3,267 +55%
IWA
609
Intercontinental Wealth Advisors
Texas
$1.3M +$22.4K +155 +2%
BMC
610
Beaton Management Company
Massachusetts
$1.3M
IP
611
Intellectus Partners
California
$1.28M +$34.7K +240 +3%
LK
612
Lumbard & Kellner
New Hampshire
$1.27M -$128K -886 -9%
NPP
613
New Potomac Partners
Maryland
$1.27M +$540K +3,734 +74%
TCOT
614
Trust Company of Toledo
Ohio
$1.26M -$380K -2,628 -23%
AIFAIM
615
American Institute for Advanced Investment Management
Arizona
$1.25M -$145K -1,003 -10%
WCAMG
616
Woodard & Company Asset Management Group
North Carolina
$1.25M +$25.2K +174 +2%
GHAM
617
Gilman Hill Asset Management
Connecticut
$1.25M +$528K +3,650 +73%
PIAS
618
PCA Investment Advisory Services
Ohio
$1.24M +$1.24M +8,567 New
CS
619
Cannell & Spears
New York
$1.23M
FFA
620
First Foundation Advisors
California
$1.23M
BPGAM
621
BTG Pactual Global Asset Management
Bermuda
$1.23M +$1.23M +8,500 New
SSW
622
Stone Summit Wealth
Florida
$1.23M +$8.39K +58 +0.7%
TWM
623
Trinity Wealth Management
Pennsylvania
$1.22M +$95.6K +661 +8%
PCA
624
Pallas Capital Advisors
Massachusetts
$1.22M
1WM
625
1900 Wealth Management
Texas
$1.22M