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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 %
MWA
601
Martel Wealth Advisors
Washington
$2.65M +$331K +2,099 +14%
TCM
602
Telos Capital Management
California
$2.64M -$17.8K -113 -0.7%
PFWA
603
Paces Ferry Wealth Advisors
Georgia
$2.64M +$186K +1,181 +8%
GFPC
604
Global Financial Private Client
Florida
$2.64M -$25.6K -162 -1%
AFWM
605
AMJ Financial Wealth Management
Virginia
$2.62M -$377K -2,389 -13%
BFPW
606
BOK Financial Private Wealth
Colorado
$2.61M -$48.9K -310 -2%
TBC
607
Ted Buchan & Co
California
$2.58M +$187K +1,187 +8%
GC
608
Guidance Capital
Kentucky
$2.57M +$473K +2,997 +23%
AM
609
AGF Management
Ontario, Canada
$2.55M +$1.52M +9,651 +148%
MF
610
Meridian Financial
Massachusetts
$2.54M +$154K +978 +6%
HW
611
Hancock Whitney
Mississippi
$2.54M +$1.45M +9,180 +133%
KA
612
Klingman & Associates
New York
$2.53M +$108K +683 +4%
JCM
613
Jacobi Capital Management
Pennsylvania
$2.53M -$22.4K -142 -0.9%
CCM
614
Cambridge Capital Management
Illinois
$2.53M +$2.53M +16,037 New
PTC
615
Private Trust Company
Ohio
$2.53M -$426K -2,697 -14%
BWM
616
BKM Wealth Management
Wisconsin
$2.53M +$2.53M +16,005 New
NS
617
NBC Securities
Alabama
$2.52M +$67.5K +428 +3%
B
618
Bailard
California
$2.51M -$286K -1,813 -10%
WIA
619
World Investment Advisors
California
$2.5M +$1.18M +7,458 +89%
TP
620
Tranquility Partners
Tennessee
$2.5M -$297K -1,882 -11%
OPCM
621
Osborne Partners Capital Management
California
$2.5M -$320K -2,029 -11%
DIM
622
Delta Investment Management
California
$2.48M +$17.7K +112 +0.7%
FFA
623
Fortune Financial Advisors
Kansas
$2.48M -$25.7K -163 -1%
SPWM
624
Schrum Private Wealth Management
Florida
$2.46M -$644K -4,078 -21%
BFA
625
BBJS Financial Advisors
Washington
$2.45M +$2.45M +15,545 New