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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 %
VAS
776
Vestmark Advisory Solutions
Massachusetts
$762K -$2.87M -19,187 -79%
PWMG
777
Pinnacle Wealth Management Group
Michigan
$759K -$1.54M -10,285 -67%
SHFP
778
Second Half Financial Partners
Florida
$758K -$31.7K -212 -4%
IW
779
Imprint Wealth
South Carolina
$757K
Kovitz Investment Group Partners
780
Kovitz Investment Group Partners
Illinois
$754K
WS
781
Wedbush Securities
California
$753K +$140K +932 +23%
EPWM
782
Essex Private Wealth Management
Massachusetts
$751K
AF
783
Ally Financial
Michigan
$748K +$748K +5,000 New
GCM
784
Glaxis Capital Management
Florida
$748K +$748K +5,000 New
ZIM
785
Zacks Investment Management
Illinois
$744K +$412K +2,754 +124%
WCF
786
West Coast Financial
California
$742K +$742K +4,960 New
AWM
787
Aprio Wealth Management
Georgia
$742K -$24.2K -162 -3%
YIH
788
Y-Intercept (HK)
Hong Kong
$738K +$738K +4,932 New
FHC
789
First Heartland Consultants
Missouri
$733K +$46.4K +310 +7%
PWP
790
Principle Wealth Partners
Connecticut
$731K
SW
791
SteelPeak Wealth
California
$731K +$215K +1,436 +42%
SSB
792
Sandy Spring Bank
Maryland
$727K -$15.1K -101 -2%
BCMLT
793
Beacon Capital Management LLC (Tennessee)
Tennessee
$725K +$72.9K +487 +11%
MPIA
794
Mountain Pacific Investment Advisers
Idaho
$723K +$55.7K +372 +8%
ECM
795
EagleClaw Capital Management
Massachusetts
$718K +$1.5K +10 +0.2%
MWP
796
MYCIO Wealth Partners
Pennsylvania
$717K +$2.54K +17 +0.4%
NRI
797
NFP Retirement Inc
California
$716K -$7.48K -50 -1%
CGH
798
Crossmark Global Holdings
Texas
$714K
JIC
799
Johnson Investment Counsel
Ohio
$706K +$12.7K +85 +2%
HKAM
800
Horizon Kinetics Asset Management
New York
$702K +$98.3K +657 +16%