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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 %
GAA
726
Global Assets Advisory
Florida
$773K -$14.6K -100 -2%
OPA
727
Old Port Advisors
Maine
$773K -$35.5K -245 -4%
CF
728
Clarity Financial
Texas
$769K +$769K +5,319 New
CD
729
Chapin Davis
Maryland
$769K +$9.55K +66 +1%
IIA
730
IPG Investment Advisors
California
$768K -$365K -2,526 -32%
Empower Advisory Group
731
Empower Advisory Group
Colorado
$766K +$766K +5,291 New
EM
732
Excalibur Management
Massachusetts
$765K -$94.6K -654 -11%
ACM
733
Ategra Capital Management
Virginia
$764K
SHFP
734
Second Half Financial Partners
Florida
$763K -$14.6K -101 -2%
CAAS
735
Capital Asset Advisory Services
Michigan
$763K -$221K -1,530 -22%
FFM
736
Forum Financial Management
Illinois
$755K -$3.76K -26 -0.5%
OWA
737
Opal Wealth Advisors
New York
$753K -$35.4K -245 -4%
BIA
738
Benchmark Investment Advisors
Illinois
$741K +$3.62K +25 +0.5%
AWM
739
Aprio Wealth Management
Georgia
$741K -$123K -850 -14%
CWM
740
Chemistry Wealth Management
New York
$738K
Neuberger Berman Group
741
Neuberger Berman Group
New York
$737K +$270K +1,869 +58%
IW
742
Imprint Wealth
South Carolina
$732K +$732K +5,061 New
Kovitz Investment Group Partners
743
Kovitz Investment Group Partners
Illinois
$729K -$28.8K -199 -4%
EPWM
744
Essex Private Wealth Management
Massachusetts
$726K
NCM
745
Novare Capital Management
North Carolina
$725K +$343K +2,372 +90%
SSB
746
Sandy Spring Bank
Maryland
$717K -$14.5K -100 -2%
AFG
747
Allegheny Financial Group
Pennsylvania
$717K +$103K +713 +17%
PWP
748
Principle Wealth Partners
Connecticut
$706K +$145 +1 +0%
SAG
749
SageView Advisory Group
California
$700K -$419K -2,897 -37%
NRI
750
NFP Retirement Inc
California
$699K -$25.3K -175 -3%