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Invesco S&P 500 Equal Weight ETF

1,582 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 656 increasing their positions, 556 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
+20
Holders Change %
+1.28%
% of All Funds
23.01%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
2.87%
New
147
Increased
656
Reduced
556
Closed
101
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
701
Allegheny Financial Group
Pennsylvania
$2.01M +$741K +4,509 +58%
3F
702
360 Financial
Minnesota
$2.01M -$16.4K -100 -0.8%
MCWA
703
Meadow Creek Wealth Advisors
Georgia
$2.01M -$12.2K -74 -0.6%
TSWM
704
Triangle Securities Wealth Management
North Carolina
$2M -$104K -633 -5%
FNB
705
Farmers National Bank
Kentucky
$2M +$169K +1,030 +9%
SGCA
706
Steel Grove Capital Advisors
Tennessee
$1.99M -$1.45M -8,813 -42%
CIA
707
Cape Investment Advisory
Georgia
$1.99M +$406K +2,474 +26%
TAM
708
Tocqueville Asset Management
New York
$1.98M +$993K +6,044 +100%
EWM
709
EPG Wealth Management
Georgia
$1.97M -$2.06M -12,142 Closed
Susquehanna International Group
710
Susquehanna International Group
Pennsylvania
$1.97M -$14.4M -87,612 -88%
BCM
711
BTC Capital Management
Iowa
$1.97M
Fifth Third Bancorp
712
Fifth Third Bancorp
Ohio
$1.97M -$127K -774 -6%
CBT
713
CoreFirst Bank & Trust
Kansas
$1.93M +$173K +1,055 +10%
ACA
714
American Capital Advisory
Idaho
$1.92M +$303K +1,921 +19%
GWA
715
GGM Wealth Advisors
Maryland
$1.92M +$69K +420 +4%
BAM
716
Bosun Asset Management
Illinois
$1.91M -$577K -3,513 -23%
BWM
717
BKM Wealth Management
Wisconsin
$1.91M -$27.3K -166 -1%
PIMG
718
Patriot Investment Management Group
Tennessee
$1.9M -$66.4K -404 -3%
AAMC
719
Asset Allocation & Management Company
Illinois
$1.88M
TFA
720
Transamerica Financial Advisors
Florida
$1.88M
AIS
721
American Investment Services
Massachusetts
$1.88M
GKWIM
722
Gerber Kawasaki Wealth & Investment Management
California
$1.88M -$156K -949 -8%
SOS
723
Silver Oak Securities
Tennessee
$1.88M -$1.27M -7,754 -40%
BIG
724
Boothe Investment Group
Delaware
$1.87M -$267K -1,636 -13%
HNB
725
Huntington National Bank
Ohio
$1.86M -$1.82M