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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.2%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
MGWM
701
Marks Group Wealth Management
Minnesota
$1.02M +$35.9K +240 +4%
WIA
702
World Investment Advisors
California
$1.01M +$4.49K +30 +0.4%
CA
703
Cornerstone Advisory
Maryland
$1.01M -$192K -1,282 -16%
CL
704
COWA LLC
Oklahoma
$1.01M -$140M -936,046 -99%
VPP
705
Vertex Planning Partners
Illinois
$1M +$84.7K +566 +9%
CSPAM
706
Cary Street Partners Asset Management
Virginia
$997K -$111K -742 -10%
UB
707
UMB Bank
Missouri
$993K +$28.7K +192 +3%
SSC
708
Syverson Strege & Co
Iowa
$987K -$3.89K -26 -0.4%
JAG
709
Journey Advisory Group
Kentucky
$984K -$585K -3,912 -37%
HCM
710
Hillman Capital Management
Maryland
$982K +$982K +6,563 New
FGA
711
Fortis Group Advisors
New Jersey
$979K +$104K +694 +12%
SIC
712
Shoker Investment Counsel
Ohio
$976K +$3.89K +26 +0.4%
PI
713
PFG Investments
New York
$976K -$393K -2,628 -29%
BC
714
Barrett & Company
Rhode Island
$972K -$56K -374 -5%
FWM
715
Forefront Wealth Management
Pennsylvania
$971K -$1.05K -7 -0.1%
SAM
716
Smithbridge Asset Management
Pennsylvania
$967K
SC
717
Stephens Consulting
Michigan
$960K -$14.5K -97 -1%
LF
718
Lee Financial
Texas
$959K +$8.98K +60 +0.9%
SIC
719
Samalin Investment Counsel
New York
$954K -$42.8K -286 -4%
CCM
720
Colorado Capital Management
Colorado
$953K -$30.5K -204 -3%
BIM
721
Bridges Investment Management
Nebraska
$945K
NCM
722
Novare Capital Management
North Carolina
$933K +$183K +1,220 +24%
TCOT
723
Trust Company of Toledo
Ohio
$930K -$376K -2,515 -29%
ACP
724
Aveo Capital Partners
Colorado
$927K -$19.6K -131 -2%
BCM
725
Becker Capital Management
Oregon
$926K -$4.79K -32 -0.5%