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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
951
West Coast Financial
California
$783K
BIA
952
Benchmark Investment Advisors
Illinois
$782K -$33.5K -212 -4%
CWA
953
Capital Wealth Alliance
Arizona
$775K -$339K -2,148 -30%
MWP
954
MYCIO Wealth Partners
Pennsylvania
$761K +$2.37K +15 +0.3%
RWA
955
Rooted Wealth Advisors
Illinois
$759K +$759K +4,810 New
MFWP
956
Mosaic Family Wealth Partners
Missouri
$758K -$16.7K -106 -2%
MFG
957
Monte Financial Group
Connecticut
$755K +$72K +456 +11%
LF
958
Lee Financial
Texas
$754K -$258K -1,633 -25%
OWA
959
Opal Wealth Advisors
New York
$753K -$53.2K -337 -7%
CAL
960
Capital Analysts LLC
Pennsylvania
$752K +$49.4K +313 +7%
JWCA
961
J.W. Coons Advisors
Ohio
$752K -$125K -790 -14%
AFG
962
Atomi Financial Group
New York
$749K -$142K -903 -16%
SL
963
Salomon & Ludwin
Virginia
$744K
EHC
964
Everett Harris & Co
California
$731K -$26.8K -170 -4%
CGH
965
Crossmark Global Holdings
Texas
$730K
BFA
966
Beacon Financial Advisory
Ohio
$729K +$352K +2,232 +94%
OPA
967
Old Port Advisors
Maine
$726K -$14.2K -90 -2%
BL
968
BFSG LLC
California
$726K +$39.6K +251 +6%
IFWM
969
Institute for Wealth Management
Colorado
$722K +$35.5K +225 +5%
DCM
970
Donaldson Capital Management
Indiana
$719K +$266K +1,687 +59%
SHFP
971
Second Half Financial Partners
Florida
$716K
JGC
972
J. Goldman & Co
New York
$710K +$710K +4,500 New
MWM
973
MorganRosel Wealth Management
Colorado
$701K +$46.2K +293 +7%
HSBC Holdings
974
HSBC Holdings
United Kingdom
$700K +$205K +1,300 +41%
QCG
975
Quadrant Capital Group
Ohio
$700K