RSP icon

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 %
DSN
926
D. Scott Neal
Kentucky
$347K
JF
927
JSF Financial
California
$345K
SG
928
StoneX Group
New York
$343K +$343K +2,373 New
PMAM
929
Picton Mahoney Asset Management
Ontario, Canada
$342K -$235K -1,625 -41%
TCM
930
Triumph Capital Management
Colorado
$340K -$70.1K -485 -17%
EWA
931
EP Wealth Advisors
California
$338K -$3.79M -28,029 -92%
MWA
932
Martel Wealth Advisors
Washington
$337K -$160K -1,108 -32%
HP
933
HT Partners
Connecticut
$335K -$4.92K -34 -1%
CA
934
Carson Advisory
Georgia
$334K +$1.16K +8 +0.3%
ESB
935
Essex Savings Bank
Connecticut
$334K +$14K +97 +4%
CWM
936
Curi Wealth Management
North Carolina
$333K -$10.6K -73 -3%
BFA
937
Beaumont Financial Advisors
Massachusetts
$333K -$42.5K -294 -11%
SWM
938
SFG Wealth Management
Maryland
$329K +$27K +187 +9%
CAM
939
Covenant Asset Management
New Jersey
$329K +$329K +2,276 New
OWA
940
Octavia Wealth Advisors
Ohio
$329K
SFG
941
Sovereign Financial Group
Connecticut
$328K +$1.3K +9 +0.4%
BF
942
Brogan Financial
Tennessee
$326K +$28.8K +199 +10%
MC
943
Montag & Caldwell
Georgia
$326K -$195K -1,351 -38%
GWM
944
Greenwich Wealth Management
Connecticut
$324K
E
945
ETFidea
New York
$324K -$8.68K -60 -3%
RA
946
RFG Advisory
Alabama
$323K -$69.1K -478 -18%
TFCP
947
Twin Focus Capital Partners
Massachusetts
$323K
ZIM
948
Zacks Investment Management
Illinois
$321K +$321K +2,221 New
FCM
949
Fourpath Capital Management
Oklahoma
$319K +$319K +2,205 New
LWM
950
Lodestone Wealth Management
Washington
$317K +$434 +3 +0.1%