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Invesco S&P 500 Equal Weight ETF

1,888 hedge funds and large institutions have $53.2B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 816 increasing their positions, 495 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,888
Holders Change
+209
Holders Change %
+12.45%
% of All Funds
25.13%
Holding in Top 10
253
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.96%
% of All Funds
3.37%
New
335
Increased
816
Reduced
495
Closed
97
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
751
First Heartland Consultants
Missouri
$2.93M +$2.06M +11,739 +236%
DJSG
752
D.J. St. Germain
Massachusetts
$2.91M +$2.81M +16,045 +2,891%
GFPC
753
Global Financial Private Client
Florida
$2.9M +$9.81K +56 +0.3%
SIA
754
SeaBridge Investment Advisors
New Jersey
$2.9M +$2.9M +16,574 New
KAS
755
KPP Advisory Services
Kentucky
$2.87M -$47.3K -270 -2%
SWP
756
Sagespring Wealth Partners
Tennessee
$2.86M +$2.86M +16,331 New
FG
757
Fiduciary Group
Georgia
$2.86M -$298K -1,703 -9%
WA
758
Waterford Advisors
New York
$2.84M -$14K -80 -0.5%
AOWM
759
Alpha Omega Wealth Management
Virginia
$2.84M -$47.8K -273 -2%
PAS
760
PKS Advisory Services
New York
$2.84M +$2.84M +16,204 New
GAMC
761
Garner Asset Management Corp
Texas
$2.84M +$163K +930 +6%
SPWM
762
Schrum Private Wealth Management
Florida
$2.81M -$1.91M -10,907 -41%
VHAM
763
Van Hulzen Asset Management
California
$2.8M +$555K +3,170 +25%
DIM
764
Delta Investment Management
California
$2.79M +$5.43K +31 +0.2%
WANY
765
Wealthspire Advisors (New York)
New York
$2.79M +$596K +3,401 +27%
MSFP
766
Mark Sheptoff Financial Planning
Connecticut
$2.77M +$895K +5,105 +48%
KF
767
Krilogy Financial
Missouri
$2.77M -$720K -4,108 -21%
SIA
768
Summit Investment Advisors
Maryland
$2.76M +$2.76M +15,199 New
VAM
769
Verity Asset Management
North Carolina
$2.74M -$129K -1,018 -4%
BWM
770
BigSur Wealth Management
Florida
$2.74M -$298K -1,700 -10%
PTC
771
Private Trust Company
Ohio
$2.72M -$200K -1,144 -7%
TFGT
772
TS Financial Group (TSFG)
Illinois
$2.69M +$545K +3,112 +25%
CHAM
773
Clear Harbor Asset Management
Connecticut
$2.68M +$182K +1,041 +7%
GIA
774
Guyasuta Investment Advisors
Pennsylvania
$2.67M +$683K +3,898 +34%
WS
775
Wedbush Securities
California
$2.64M +$888K +5,069 +51%