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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.11B
2
CI
Clal Insurance
Israel
+$860M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$671M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$565M
5
Bank of America
Bank of America
North Carolina
+$483M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.1B
2
Goldman Sachs
Goldman Sachs
New York
-$399M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$394M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$343M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
976
Investment House LLC
California
$700K -$3.04M -19,241 -81%
CMS
977
Capital Market Strategies
Florida
$697K +$376K +2,384 +117%
AL
978
ACAS LLC
California
$694K +$24.8K +157 +4%
Daiwa Securities Group
979
Daiwa Securities Group
Japan
$694K – – –
GAG
980
GM Advisory Group
New York
$693K +$109K +693 +19%
WA
981
Wealth Architects
California
$691K +$3.16K +20 +0.5%
BAM
982
Berkshire Asset Management
Pennsylvania
$687K +$687K +4,354 New
AWM
983
Aries Wealth Management
Maine
$685K – – –
XF
984
XML Financial
Maryland
$682K +$789 +5 +0.1%
WSCM
985
Wellington Shields Capital Management
New York
$679K +$679K +4,305 New
MHR
986
Matthew Hamilton Rosenberg
$677K -$158 -1 -0%
AAS
987
Annex Advisory Services
Wisconsin
$676K -$10.9K -69 -2%
CAMG
988
CWA Asset Management Group
Florida
$673K – – –
EFG
989
Ehrlich Financial Group
California
$670K +$670K +4,245 New
MCM
990
Morton Capital Management
California
$670K +$24.9K +158 +4%
BWG
991
Balanced Wealth Group
Ohio
$669K +$669K +4,242 New
MA
992
MKT Advisors
California
$667K -$1.87K -12 -0.3%
KCFA
993
Key Client Fiduciary Advisors
New Jersey
$662K -$3.63K -23 -0.5%
CW
994
Cooksen Wealth
Texas
$661K +$661K +4,187 New
VWM
995
Venturi Wealth Management
Texas
$659K +$597K +3,785 +966%
NF
996
Nvest Financial
New Hampshire
$653K -$32.5K -206 -5%
SWM
997
SeaCrest Wealth Management
New York
$651K -$52.5K -337 -7%
PPP
998
Private Portfolio Partners
New Jersey
$648K +$36.9K +234 +6%
BDF
999
Black Diamond Financial
Maryland
$647K +$3.79K +24 +0.6%
CPA
1000
Cardiff Park Advisors
California
$647K +$1.11K +7 +0.2%
38 39
40
41 42