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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 %
CAM
876
Cubic Asset Management
Massachusetts
$404K -$848 -6 -0.2%
X
877
Xponance
Pennsylvania
$402K +$180K +1,273 +81%
SWM
878
Segment Wealth Management
Texas
$402K – – –
TCM
879
Triumph Capital Management
Colorado
$401K -$1.89M -13,407 -83%
CCG
880
Coastwise Capital Group
California
$399K +$399K +2,823 New
FFA
881
Fragasso Financial Advisors
Pennsylvania
$397K – – –
SSWM
882
Smith Salley Wealth Management
North Carolina
$396K +$396K +2,803 New
HA
883
HC Advisors
Georgia
$394K +$21.9K +155 +6%
ECM
884
EagleClaw Capital Management
Massachusetts
$393K +$8.48K +60 +2%
RBC
885
Romano Brothers & Co
Illinois
$391K +$141 +1 +0%
FNBOSM
886
First National Bank of South Miami
Florida
$385K – – –
AFS
887
AFG Fiduciary Services
Massachusetts
$385K +$385K +4,909 New
BTI
888
Blue Trust Inc
Georgia
$383K +$1.02K +8 +0.3%
MWA
889
Meridian Wealth Advisors
Texas
$382K +$128K +907 +50%
EWM
890
Evercore Wealth Management
New York
$381K – – –
RWG
891
Regal Wealth Group
California
$380K -$3.67K -26 -1%
AWM
892
Avior Wealth Management
Nebraska
$377K +$152K +1,075 +67%
FCMT
893
Founders Capital Management (Texas)
Texas
$377K +$282 +2 +0.1%
HS
894
Horan Securities
United States
$375K – – –
NCM
895
Novare Capital Management
North Carolina
$373K +$373K +2,641 New
VWA
896
Visionary Wealth Advisors
Illinois
$371K +$2.12K +15 +0.6%
RRWA
897
Rainey & Randall Wealth Advisors
Florida
$369K +$1.27K +9 +0.3%
NEAM
898
New England Asset Management
Connecticut
$367K – – –
BFA
899
Beaumont Financial Advisors
Massachusetts
$367K -$479K -3,392 -57%
EWA
900
EverSource Wealth Advisors
Alabama
$365K +$338K +2,396 +1,254%
34 35
36
37 38