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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.11B
2
CI
Clal Insurance
Israel
+$860M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$671M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$565M
5
Bank of America
Bank of America
North Carolina
+$483M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.1B
2
Goldman Sachs
Goldman Sachs
New York
-$399M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$394M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$343M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
876
Barrett & Company
Rhode Island
$1.03M +$1.11K +7 +0.1%
NP
877
NorthRock Partners
Minnesota
$1.02M +$541K +3,427 +113%
GSB
878
Greenfield Savings Bank
Massachusetts
$1.02M -$54.4K -345 -5%
PVI
879
Pine Valley Investments
New Jersey
$1.02M +$230K +1,458 +29%
CL
880
COWA LLC
Oklahoma
$1.01M -$41K -260 -4%
SC
881
Stephens Consulting
Michigan
$1.01M -$7.89K -50 -0.8%
CCM
882
Colorado Capital Management
Colorado
$1M – – –
SL
883
Sentry LLC
Tennessee
$993K +$30.5K +193 +3%
USWIA
884
UP Strategic Wealth Investment Advisors
Pennsylvania
$991K +$991K +6,278 New
EPWM
885
Essex Private Wealth Management
Massachusetts
$989K +$73.4K +465 +8%
SFP
886
Sandbox Financial Partners
Maryland
$981K -$183K -1,157 -16%
UB
887
UMB Bank
Missouri
$981K -$66.3K -420 -6%
SWP
888
Summit Wealth Partners
Florida
$977K +$65K +412 +7%
NL
889
NVWM LLC
Pennsylvania
$971K -$375K -2,376 -28%
VWM
890
VCI Wealth Management
Missouri
$970K +$970K +6,144 New
MWM
891
MGB Wealth Management
Texas
$968K +$968K +6,132 New
RB
892
Renasant Bank
Mississippi
$956K – – –
1832 Asset Management
893
1832 Asset Management
Ontario, Canada
$950K +$3.16K +20 +0.3%
Principal Financial Group
894
Principal Financial Group
Iowa
$947K – – –
JC
895
JBF Capital
Colorado
$947K – – –
SIAP
896
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$945K +$82.8K +525 +10%
CA
897
Cambridge Advisors
Nebraska
$944K – – –
JAG
898
Journey Advisory Group
Kentucky
$943K -$87.1K -552 -8%
MWM
899
Moran Wealth Management
Florida
$943K +$943K +5,973 New
CWM
900
Curi Wealth Management
North Carolina
$940K +$515K +3,261 +121%
34 35
36
37 38