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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
19.34%
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 %
SWM
976
Stockman Wealth Management
Montana
$286K -$45.6K -315 -14%
CCM
977
Coldstream Capital Management
Washington
$281K
GI
978
GS Investments
Minnesota
$280K -$2.89K -20 -1%
HIP
979
Harrell Investment Partners
Texas
$279K -$92.3K -638 -25%
MHWM
980
Montz Harcus Wealth Management
Louisiana
$278K +$1.3K +9 +0.5%
CB
981
Commerce Bank
Missouri
$275K +$35.3K +244 +15%
WIA
982
Westbourne Investment Advisors
Maryland
$275K
DWM
983
Destination Wealth Management
California
$275K +$28.9K +200 +12%
PVI
984
Pine Valley Investments
New Jersey
$273K +$273K +1,919 New
SSWM
985
Smith Salley Wealth Management
North Carolina
$271K -$134K -928 -33%
LRWA
986
Long Run Wealth Advisors
New York
$269K
JWM
987
JGP Wealth Management
Oregon
$268K
FWTB
988
First Western Trust Bank
Colorado
$267K
LIM
989
Lathrop Investment Management
Arkansas
$266K +$266K +1,840 New
FMWA
990
Forvis Mazars Wealth Advisors
Missouri
$264K +$28.9K +200 +12%
SI
991
Saxon Interests
Texas
$263K -$12.9K -89 -5%
AFC
992
AFT Forsyth & Company
Florida
$262K +$723 +5 +0.3%
GWP
993
Gateway Wealth Partners
Wisconsin
$262K +$262K +1,813 New
SAS
994
SMI Advisory Services
Indiana
$261K
PA
995
PSI Advisors
Florida
$259K +$12.4K +86 +5%
RCS
996
Retirement Capital Strategies
California
$259K +$259K +1,792 New
RIL
997
Rothschild Investment LLC
Illinois
$259K
MFG
998
Monte Financial Group
Connecticut
$258K -$233K -1,614 -48%
RWM
999
Ritholtz Wealth Management
New York
$258K -$14.2K -98 -5%
TL
1000
Tradewinds LLC
North Carolina
$255K +$255K +1,764 New