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Invesco S&P 500 Equal Weight ETF

1,208 hedge funds and large institutions have $19.6B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 503 increasing their positions, 394 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+20
Holders Change %
+1.68%
% of All Funds
19.33%
Holding in Top 10
146
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.67%
% of All Funds
2.34%
New
121
Increased
503
Reduced
394
Closed
82
Calls
$83.2M
Puts
$90.2M
Net Calls
-$6.95M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
876
McGlone Suttner Wealth Management
Wisconsin
$441K +$868 +6 +0.2%
DI
877
Disciplined Investments
Oklahoma
$441K -$50.5K -349 -10%
IP
878
Investment Partners
Ohio
$438K +$438K +3,028 New
TCA
879
Transcend Capital Advisors
New Jersey
$434K +$434K +3,003 New
WDG
880
Wealth Dimensions Group
Ohio
$434K +$579 +4 +0.1%
MIM
881
Merrion Investment Management
New Jersey
$434K
BFA
882
Brendel Financial Advisors
New Hampshire
$433K -$2.6K -18 -0.6%
KIA
883
Kraematon Investment Advisors
Massachusetts
$432K -$63.3K -438 -13%
CIAS
884
CFS Investment Advisory Services
New Jersey
$431K
RZH
885
Relyea Zuckerberg Hanson
Connecticut
$430K +$430K +2,976 New
RBC
886
Romano Brothers & Co
Illinois
$430K +$29.2K +202 +7%
FFA
887
Fragasso Financial Advisors
Pennsylvania
$417K +$10.7K +74 +3%
Bessemer Group
888
Bessemer Group
New Jersey
$412K -$409K -2,822 -50%
SWM
889
Segment Wealth Management
Texas
$411K
HA
890
HC Advisors
Georgia
$404K +$1.01K +7 +0.3%
SOS
891
Silver Oak Securities
Tennessee
$402K -$86.2K -597 -18%
PVAMC
892
PPS&V Asset Management Consultants
Michigan
$400K -$19.4K -134 -5%
RG
893
Retirement Group
California
$399K +$308K +1,977 +341%
NB
894
Northwest Bancshares
Pennsylvania
$395K +$395K +2,729 New
FNBOSM
895
First National Bank of South Miami
Florida
$394K
CICI
896
Capital Investment Counsel Inc
North Carolina
$392K -$64.7K -447 -14%
EWM
897
Evercore Wealth Management
New York
$392K +$1.88K +13 +0.5%
HCM
898
Hengehold Capital Management
Ohio
$391K -$37.6K -260 -9%
MWA
899
Meridian Wealth Advisors
Texas
$391K
RWG
900
Regal Wealth Group
California
$391K -$583 -4 -0.1%