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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
801
Source Financial Advisors
New York
$846K +$36.3K +256 +4%
HHGC
802
Hunting Hill Global Capital
New York
$836K +$482K +3,400 +136%
AWM
803
Atticus Wealth Management
Florida
$826K +$74.2K +524 +10%
CRWM
804
Castle Rock Wealth Management
California
$825K -$486K -3,476 -37%
BIM
805
Bridges Investment Management
Nebraska
$825K -$70K -494 -8%
YWS
806
Yarger Wealth Strategies
Ohio
$824K -$33.9K -239 -4%
EPWM
807
Essex Private Wealth Management
Massachusetts
$822K +$111K +782 +16%
SWP
808
Summit Wealth Partners
Florida
$819K -$22K -155 -3%
AFG
809
Allegheny Financial Group
Pennsylvania
$819K +$253K +1,786 +45%
CL
810
Choreo LLC
Illinois
$806K -$232K -1,635 -22%
IA
811
Insight Advisors
Pennsylvania
$803K +$396K +2,797 +97%
JFG
812
JMG Financial Group
Illinois
$802K
AFG
813
Atomi Financial Group
New York
$800K +$800K +5,648 New
PFA
814
Petra Financial Advisors
Colorado
$800K +$323K +2,283 +68%
ECM
815
EagleClaw Capital Management
Massachusetts
$793K +$113K +800 +17%
CCA
816
Cora Capital Advisors
New Jersey
$788K -$40.5K -286 -5%
JWCA
817
J.W. Coons Advisors
Ohio
$787K -$17K -120 -2%
Kovitz Investment Group Partners
818
Kovitz Investment Group Partners
Illinois
$785K +$71K +501 +10%
HWM
819
Hassell Wealth Management
Louisiana
$778K
ST
820
Smithfield Trust
Pennsylvania
$778K +$35K +247 +5%
PI
821
PFG Investments
New York
$777K -$148K -1,042 -16%
PWMG
822
Pinnacle Wealth Management Group
Michigan
$776K +$56.8K +401 +8%
SIAP
823
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$774K +$377K +2,663 +95%
VCA
824
Verdence Capital Advisors
Maryland
$771K +$9.64K +68 +1%
TW
825
TrinityPoint Wealth
Connecticut
$770K +$192K +1,355 +33%