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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$13.1B
2
Bank of America
Bank of America
North Carolina
+$329M
3
Morgan Stanley
Morgan Stanley
New York
+$208M
4
US Bancorp
US Bancorp
Minnesota
+$150M
5
JCM
Junto Capital Management
New York
+$116M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$553M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$109M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.9M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$53.6M
5
Brown Advisory
Brown Advisory
Maryland
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
676
Syverson Strege & Co
Iowa
$932K – – –
CAM
677
Carret Asset Management
New York
$927K +$129K +915 +16%
TFA
678
Tranquilli Financial Advisor
New Jersey
$925K +$421K +2,983 +84%
KIA
679
KCM Investment Advisors
California
$917K – – –
SIC
680
Shoker Investment Counsel
Ohio
$914K -$71.8K -508 -7%
MGWM
681
Marks Group Wealth Management
Minnesota
$908K +$908K +6,426 New
SC
682
Stephens Consulting
Michigan
$906K – – –
ACP
683
Aveo Capital Partners
Colorado
$895K +$286K +2,028 +47%
BIM
684
Bridges Investment Management
Nebraska
$892K – – –
CRWM
685
Castle Rock Wealth Management
California
$887K +$650K +4,321 +275%
TBC
686
Ted Buchan & Co
California
$883K +$883K +6,254 New
FWM
687
Forefront Wealth Management
Pennsylvania
$881K +$210K +1,475 +31%
UB
688
UMB Bank
Missouri
$880K +$141K +1,000 +19%
GWANC
689
Guardian Wealth Advisors (North Carolina)
North Carolina
$878K +$377K +2,669 +75%
ST
690
Smithfield Trust
Pennsylvania
$867K – – –
EWM
691
Elmwood Wealth Management
California
$864K +$26.1K +185 +3%
AGP
692
Autumn Glory Partners
Texas
$859K – – –
HWM
693
Hassell Wealth Management
Louisiana
$854K +$854K +5,744 New
BFS
694
Bard Financial Services
Connecticut
$848K – – –
Principal Financial Group
695
Principal Financial Group
Iowa
$848K – – –
1832 Asset Management
696
1832 Asset Management
Ontario, Canada
$848K – – –
AWM
697
Aprio Wealth Management
Georgia
$843K -$97K -687 -10%
PPP
698
Private Portfolio Partners
New Jersey
$842K +$17.2K +122 +2%
FF
699
Francis Financial
$840K +$3.39K +24 +0.4%
EM
700
Excalibur Management
Massachusetts
$839K -$43.5K -308 -5%
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