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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 %
MWM
651
Maltin Wealth Management
New Jersey
$2.26M +$8.84K +56 +0.4%
Walleye Trading
652
Walleye Trading
New York
$2.25M +$2.25M +14,285 New
BBHC
653
Brown Brothers Harriman & Co
New York
$2.25M +$196K +1,245 +10%
MIM
654
Marco Investment Management
Georgia
$2.25M -$134K -850 -6%
PA
655
PFG Advisors
Arizona
$2.24M +$154K +974 +7%
PMG
656
ProVise Management Group
Florida
$2.22M +$281K +1,782 +14%
SHJ
657
Sharkey, Howes & Javer
Colorado
$2.22M -$9.96M -63,097 -82%
CT
658
Coastline Trust
Rhode Island
$2.22M -$4.28M -27,095 -66%
DLHL
659
Donald L. Hagan LLC
Florida
$2.2M +$2.2M +13,973 New
KWM
660
Kingsview Wealth Management
Oregon
$2.2M -$1.61M -10,197 -42%
FP
661
Factorial Partners
New York
$2.19M +$899K +5,700 +70%
AWA
662
Alta Wealth Advisors
Massachusetts
$2.18M -$1.27M -8,029 -37%
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$2.17M -$61.9K -392 -3%
FCH
664
Freestone Capital Holdings
Washington
$2.16M +$2.16M +13,701 New
LA
665
Lane & Associates
New Jersey
$2.16M +$525K +3,329 +32%
AAS
666
Ameritas Advisory Services
Nebraska
$2.15M -$2.43M -15,286 -53%
PP
667
Patten & Patten
Tennessee
$2.13M +$171K +1,082 +9%
Thrivent Financial for Lutherans
668
Thrivent Financial for Lutherans
Minnesota
$2.13M -$1.21M -7,682 -36%
HWA
669
Heritage Wealth Advisors
Virginia
$2.13M
PWW
670
Pettyjohn Wood & White
Virginia
$2.11M +$870K +5,515 +70%
JWBC
671
J.W. Burns & Co
New York
$2.11M +$16.7K +106 +0.8%
RMDI
672
R.M. Davis Inc
Maine
$2.1M +$57.4K +364 +3%
LAS
673
Lloyd Advisory Services
Georgia
$2.1M +$2.1M +13,294 New
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$2.08M +$189K +1,199 +10%
TPWM
675
Twelve Points Wealth Management
Massachusetts
$2.08M -$126K -798 -6%