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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
951
Schnieders Capital Management
California
$464K
EL
952
Envoi LLC
Minnesota
$463K +$463K +3,270 New
SFP
953
Sterling Financial Planning
New Jersey
$463K
MC
954
Moors & Cabot
Massachusetts
$461K +$461K +3,257 New
UI
955
Unconventional Investor
New Hampshire
$457K +$122K +863 +37%
CIAS
956
CFS Investment Advisory Services
New Jersey
$454K +$32.4K +229 +8%
WA
957
WealthTrust Axiom
Pennsylvania
$450K +$1.28K +9 +0.3%
WWP
958
WR Wealth Planners
Missouri
$450K -$119K -843 -21%
FCB
959
First County Bank
Connecticut
$450K -$18.6K -131 -4%
LWCFA
960
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$449K
LWM
961
LJI Wealth Management
Indiana
$449K -$32.5M -229,500 -99%
RWP
962
RWA Wealth Partners
Massachusetts
$448K +$42.4K +299 +10%
HSBC Holdings
963
HSBC Holdings
United Kingdom
$445K +$445K +3,138 New
X
964
Xponance
Pennsylvania
$444K +$21K +148 +5%
CP
965
Castleview Partners
Texas
$441K +$567 +4 +0.1%
AWM
966
Accurate Wealth Management
Florida
$441K +$41.4K +290 +10%
PWM
967
Paulson Wealth Management
Illinois
$438K -$11.9K -84 -3%
KSWA
968
Kathleen S. Wright Associates
Pennsylvania
$435K -$3.54K -25 -0.8%
ESB
969
Essex Savings Bank
Connecticut
$434K +$93.1K +657 +27%
MSWM
970
McGlone Suttner Wealth Management
Wisconsin
$434K +$708 +5 +0.2%
RFA
971
Register Financial Advisors
Georgia
$433K +$1.84K +13 +0.4%
GBT
972
Grove Bank & Trust
Florida
$431K +$44.8K +316 +12%
NP
973
NorthRock Partners
Minnesota
$430K +$430K +3,034 New
IP
974
Investment Partners
Ohio
$429K +$142 +1 +0%
PAI
975
Pittenger & Anderson Inc
Nebraska
$429K -$61.6K -435 -13%