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Invesco S&P 500 Equal Weight ETF

1,888 hedge funds and large institutions have $53.2B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 816 increasing their positions, 495 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,888
Holders Change
+209
Holders Change %
+12.45%
% of All Funds
25.13%
Holding in Top 10
253
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.96%
% of All Funds
3.37%
New
335
Increased
816
Reduced
495
Closed
97
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
CV
651
Counterweight Ventures
North Carolina
$3.89M +$103K +585 +3%
PCIA
652
Prime Capital Investment Advisors
Kansas
$3.88M +$255K +1,458 +7%
PCS
653
Private Client Services
Kentucky
$3.88M -$1.3M -7,401 -25%
CCC
654
Compass Capital Corp
Massachusetts
$3.86M +$3.86M +21,217 New
FIA
655
Foundations Investment Advisors
Arizona
$3.85M +$516K +2,942 +15%
OC
656
Optima Capital
Oregon
$3.84M +$3.84M +21,925 New
CFO
657
Capitol Family Office
Oregon
$3.83M -$162K -924 -4%
MWA
658
Merkkuri Wealth Advisors
New York
$3.83M -$89.9K -513 -2%
DT
659
Diversified Trust
Tennessee
$3.82M -$431K -2,462 -10%
SFWA
660
Summit Financial Wealth Advisors
Louisiana
$3.8M -$110K -613 -3%
CCG
661
Catalina Capital Group
California
$3.78M +$445K +2,542 +13%
OHWP
662
Oak Harbor Wealth Partners
North Carolina
$3.76M +$340K +1,938 +10%
SNWA
663
Siligmueller & Norvid Wealth Advisors
Illinois
$3.76M +$3.76M +21,446 New
CL
664
CVFG LLC
Indiana
$3.76M +$3.76M +21,444 New
AIM
665
Archer Investment Management
Texas
$3.73M +$3.73M +21,302 New
FNBSF
666
First National Bank Sioux Falls
South Dakota
$3.73M +$942K +5,373 +34%
AL
667
Aspiriant LLC
California
$3.73M -$183K -1,042 -5%
EWA
668
Evolution Wealth Advisors
Florida
$3.73M -$7.01K -40 -0.2%
CF
669
Copperwynd Financial
Arizona
$3.72M +$3.72M +21,226 New
PG
670
Prostatis Group
Maryland
$3.71M +$199K +1,134 +6%
CG
671
Caprock Group
Idaho
$3.7M +$317K +1,808 +9%
AAS
672
Ameritas Advisory Services
Nebraska
$3.68M -$93.4K -533 -2%
BW
673
Bison Wealth
Georgia
$3.67M +$753K +4,295 +26%
GAG
674
GM Advisory Group
New York
$3.67M +$395K +2,252 +12%
OSAM
675
O'Shaughnessy Asset Management
Connecticut
$3.65M +$651K +3,717 +22%