RSP icon

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 %
NRC
701
New Republic Capital
North Carolina
$875K +$875K +6,051 New
S
702
SignatureFD
Georgia
$874K -$291K -2,013 -25%
Principal Financial Group
703
Principal Financial Group
Iowa
$868K
1832 Asset Management
704
1832 Asset Management
Ontario, Canada
$868K
BFS
705
Bard Financial Services
Connecticut
$868K
FDCC
706
Foster Dykema Cabot & Co
Massachusetts
$867K +$867K +5,995 New
FF
707
Francis Financial
$865K +$4.34K +30 +0.5%
SG Americas Securities
708
SG Americas Securities
New York
$863K +$863K +5,965 New
EWM
709
Elmwood Wealth Management
California
$855K -$29.2K -202 -3%
FGA
710
Fortis Group Advisors
New Jersey
$849K +$849K +5,851 New
FPGT
711
Financial Partners Group (Tennessee)
Tennessee
$840K +$127K +877 +18%
MFA
712
Mayflower Financial Advisors
Massachusetts
$838K -$2.89K -20 -0.3%
CCA
713
Cora Capital Advisors
New Jersey
$831K -$2.75K -19 -0.3%
YWS
714
Yarger Wealth Strategies
Ohio
$821K +$3.91K +27 +0.5%
XF
715
XML Financial
Maryland
$820K +$5.79K +40 +0.7%
HWM
716
Hassell Wealth Management
Louisiana
$820K
JFG
717
JMG Financial Group
Illinois
$819K -$26.3K -182 -3%
CA
718
Cambridge Advisors
Nebraska
$814K
JWCA
719
J.W. Coons Advisors
Ohio
$814K +$78.5K +543 +11%
FA
720
Flagstar Advisors
New York
$807K -$12.3K -85 -2%
AG
721
Ascent Group
Virginia
$804K -$10.8K -75 -1%
MWVC
722
Morgens Waterfall Vintiadis & Co
New York
$799K +$76.7K +600 +11%
LOPW
723
Live Oak Private Wealth
North Carolina
$791K -$8.53K -59 -1%
LAS
724
LWM Advisory Services
Florida
$787K -$46K -318 -6%
WSTAM
725
Wilbanks Smith & Thomas Asset Management
Virginia
$785K