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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$13.1B
2
Bank of America
Bank of America
North Carolina
+$329M
3
Morgan Stanley
Morgan Stanley
New York
+$208M
4
US Bancorp
US Bancorp
Minnesota
+$150M
5
JCM
Junto Capital Management
New York
+$116M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$553M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$109M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.9M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$53.6M
5
Brown Advisory
Brown Advisory
Maryland
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
801
Mutual Advisors
Nebraska
$545K +$200K +1,413 +58%
EHC
802
Everett Harris & Co
California
$542K – – –
TC
803
Trilogy Capital
California
$542K -$94.2K -667 -15%
SFO
804
Stokes Family Office
Louisiana
$541K – – –
KNW
805
Kesler Norman & Wride
Utah
$537K – – –
TW
806
TrinityPoint Wealth
Connecticut
$535K +$106K +753 +25%
SAM
807
Selway Asset Management
$535K +$68.9K +488 +15%
PP
808
Pegasus Partners
Wisconsin
$532K – – –
WA
809
Wealth Architects
California
$528K – – –
BTWM
810
Baker Tilly Wealth Management
Wisconsin
$523K +$28.3K +200 +6%
GAG
811
GM Advisory Group
New York
$522K – – –
CIBC Private Wealth Group
812
CIBC Private Wealth Group
Georgia
$519K – – –
MCM
813
Morton Capital Management
California
$516K – – –
HWMA
814
Heritage Wealth Management (Arizona)
Arizona
$515K +$251K +1,778 +95%
CA
815
Crewe Advisors
Utah
$514K -$50.9K -360 -9%
WS
816
Wedbush Securities
California
$513K +$37.2K +263 +8%
WEG
817
World Equity Group
Illinois
$511K -$267K -1,888 -34%
TCWA
818
Ten Capital Wealth Advisors
Washington
$510K – – –
AAM
819
Austin Asset Management
Texas
$509K – – –
MC
820
Montag & Caldwell
Georgia
$509K – – –
SFG
821
StrategIQ Financial Group
Indiana
$506K – – –
HWM
822
Horizons Wealth Management
North Carolina
$504K – – –
LWM
823
Laidlaw Wealth Management
New York
$503K +$42.7K +302 +9%
FZCM
824
Flynn Zito Capital Management
New York
$501K +$124K +881 +33%
GC
825
Grimes & Company
Massachusetts
$501K +$501K +3,545 New
31 32
33
34 35