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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 %
BCMLT
1001
Beacon Capital Management LLC (Tennessee)
Tennessee
$640K -$46.2K -326 -7%
TA
1002
TruWealth Advisors
Louisiana
$639K -$53.2K -337 -8%
NSIM
1003
North Star Investment Management
Illinois
$638K +$39K +247 +7%
WOC
1004
West Oak Capital
California
$634K
KWA
1005
Kellett Wealth Advisors
Ohio
$634K -$8.72M -55,238 -93%
LFA
1006
Longview Financial Advisors
Alabama
$632K +$632K +4,007 New
AAM
1007
Austin Asset Management
Texas
$631K
Vontobel Holding
1008
Vontobel Holding
Switzerland
$631K +$631K +4,000 New
RBFC
1009
Roman Butler Fullerton & Co
Missouri
$631K +$259K +1,644 +70%
RWA
1010
Rainsberger Wealth Advisors
Colorado
$630K -$15.9K -101 -2%
SSW
1011
Smith Shellnut Wilson
Mississippi
$626K -$8.84K -56 -1%
PWA
1012
Peterson Wealth Advisors
Utah
$626K -$38.8K -246 -6%
TWP
1013
Tyche Wealth Partners
Texas
$623K +$623K +3,950 New
FCA
1014
Fortis Capital Advisors
Kansas
$623K +$386K +2,449 +163%
SIA
1015
Strategic Investment Advisors
Michigan
$618K +$12.6K +80 +2%
ECM
1016
Evergreen Capital Management
Washington
$617K +$142K +897 +30%
FA
1017
Flagstar Advisors
New York
$610K -$57.3K -363 -9%
CCG
1018
Catalina Capital Group
California
$608K +$608K +3,852 New
SWM
1019
Silverlake Wealth Management
Vermont
$607K +$37.9K +240 +7%
LWM
1020
LJI Wealth Management
Indiana
$606K +$105K +668 +21%
WCM
1021
Weaver Capital Management
Georgia
$605K +$605K +3,836 New
UI
1022
Unconventional Investor
New Hampshire
$605K +$95.9K +608 +19%
SFO
1023
Stokes Family Office
Louisiana
$604K
BFG
1024
Berger Financial Group
Minnesota
$604K -$19.7K -125 -3%
CAM
1025
Cubic Asset Management
Massachusetts
$603K