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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 %
AWM
901
Avior Wealth Management
Nebraska
$389K +$3.04K +21 +0.8%
SFP
902
Sandbox Financial Partners
Maryland
$388K +$388K +2,684 New
FCMT
903
Founders Capital Management (Texas)
Texas
$387K +$434 +3 +0.1%
CAI
904
Capital Advisors Inc
Oklahoma
$387K +$17.8K +123 +5%
PPP
905
Private Portfolio Partners
New Jersey
$383K -$479K -3,311 -56%
RRWA
906
Rainey & Randall Wealth Advisors
Florida
$380K +$1.59K +11 +0.4%
SBIA
907
Sheaff Brock Investment Advisors
Indiana
$379K +$14.5K +100 +4%
X
908
Xponance
Pennsylvania
$379K -$32.5K -225 -8%
CCG
909
Coastwise Capital Group
California
$378K -$29.9K -207 -7%
CIC
910
Chilton Investment Company
Connecticut
$376K -$2.45M -16,922 -87%
NEAM
911
New England Asset Management
Connecticut
$376K
SPI
912
Santori & Peters Inc
Pennsylvania
$376K +$1.88K +13 +0.5%
SIA
913
Soltis Investment Advisors
Utah
$375K +$115K +797 +44%
AWM
914
Accurate Wealth Management
Florida
$373K +$57K +396 +18%
SWP
915
Strategic Wealth Partners
Ohio
$372K -$58.6K -405 -14%
SL
916
Stevard LLC
Illinois
$370K
RWA
917
Ropes Wealth Advisors
Massachusetts
$369K +$58.3K +403 +19%
SWA
918
SFMG Wealth Advisors
Texas
$369K -$5.21K -36 -1%
EWA
919
EverSource Wealth Advisors
Alabama
$366K -$8.1K -56 -2%
GTAM
920
Global Trust Asset Management
Florida
$361K +$10.6K +73 +3%
CIA
921
Cape Investment Advisory
Georgia
$359K +$359K +2,480 New
PWA
922
Pillar Wealth Advisors
Pennsylvania
$357K
RBFC
923
Roman Butler Fullerton & Co
Missouri
$356K +$90K +631 +34%
RWA
924
Roberts Wealth Advisors
California
$350K
ACM
925
AlphaStar Capital Management
North Carolina
$349K -$3.53M -24,398 -91%