RSP icon

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 %
W
826
WorthPointe
California
$757K +$757K +5,341 New
EWM
827
Elmwood Wealth Management
California
$756K +$3.12K +22 +0.4%
FNBOO
828
First National Bank of Omaha
Nebraska
$751K +$115K +815 +18%
WSTAM
829
Wilbanks Smith & Thomas Asset Management
Virginia
$749K -$5.1K -36 -0.7%
ACM
830
Ategra Capital Management
Virginia
$749K
SL
831
Salomon & Ludwin
Virginia
$744K -$300K -2,119 -29%
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$741K +$130K +914 +21%
CA
833
Claro Advisors
Massachusetts
$740K +$740K +5,220 New
FFM
834
Forum Financial Management
Illinois
$737K +$2.27K +16 +0.3%
CWM
835
Chemistry Wealth Management
New York
$733K
BIA
836
Benchmark Investment Advisors
Illinois
$732K +$3.12K +22 +0.4%
WS
837
Wedbush Securities
California
$732K +$19.4K +137 +3%
SB
838
Strategic Blueprint
Georgia
$728K +$728K +5,139 New
BCMLT
839
Beacon Capital Management LLC (Tennessee)
Tennessee
$725K
OWA
840
Opal Wealth Advisors
New York
$724K -$40.4K -285 -5%
BCM
841
Basso Capital Management
Connecticut
$723K +$144K +1,018 +25%
CBT
842
CoreFirst Bank & Trust
Kansas
$721K +$551K +3,890 +324%
AWM
843
AllSquare Wealth Management
New York
$720K +$45.9K +324 +7%
IW
844
Imprint Wealth
South Carolina
$717K
MIFH
845
Migdal Insurance & Financial Holdings
Israel
$717K +$476K +3,350 +197%
AWM
846
Avaii Wealth Management
Wisconsin
$715K +$168K +1,188 +31%
TW
847
Transform Wealth
Colorado
$710K -$70.8K -500 -9%
PVI
848
Pine Valley Investments
New Jersey
$707K -$68.3K -482 -9%
S
849
SignatureFD
Georgia
$706K -$153K -1,077 -18%
ZIM
850
Zacks Investment Management
Illinois
$705K +$283 +2 +0%