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Invesco S&P 500 Equal Weight ETF

1,562 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 685 increasing their positions, 488 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+60
Holders Change %
+3.99%
% of All Funds
22.64%
Holding in Top 10
208
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.48%
% of All Funds
3.01%
New
186
Increased
685
Reduced
488
Closed
103
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
BL
1001
BFSG LLC
California
$747K -$31.5K -186 -4%
WA
1002
Wealth Architects
California
$742K
CFP
1003
Cascade Financial Partners
California
$741K +$741K +4,576 New
XF
1004
XML Financial
Maryland
$738K +$5.93K +35 +0.8%
TVAMP
1005
Tennessee Valley Asset Management Partners
Tennessee
$734K -$829K -4,892 -53%
RPC
1006
Rossmore Private Capital
Connecticut
$733K +$395K +1,685 +117%
IFWM
1007
Institute for Wealth Management
Colorado
$732K -$43.4K -256 -6%
NSIM
1008
North Star Investment Management
Illinois
$732K +$46.6K +275 +7%
CAMG
1009
CWA Asset Management Group
Florida
$730K +$8.13K +48 +1%
KCFA
1010
Key Client Fiduciary Advisors
New Jersey
$726K +$16.1K +95 +2%
OWA
1011
Opal Wealth Advisors
New York
$726K -$82.8K -489 -10%
AAS
1012
Annex Advisory Services
Wisconsin
$726K
AL
1013
ACAS LLC
California
$723K -$21.8K -129 -3%
FA
1014
Flagstar Advisors
New York
$721K +$66.6K +393 +10%
MHR
1015
Matthew Hamilton Rosenberg
$720K -$2.02K -12 -0.3%
PFA
1016
Professional Financial Advisors
Nebraska
$720K +$720K +4,250 New
EP
1017
EPIQ Partners
Minnesota
$718K +$718K +4,242 New
BCMLT
1018
Beacon Capital Management LLC (Tennessee)
Tennessee
$713K -$52.2K -308 -7%
WOC
1019
West Oak Capital
California
$710K +$21.2K +125 +3%
SWM
1020
SeaCrest Wealth Management
New York
$709K +$1.02K +6 +0.1%
CAM
1021
Cubic Asset Management
Massachusetts
$708K +$61K +360 +9%
AWMS
1022
Advocacy Wealth Management Services
Georgia
$705K +$705K +4,163 New
PRI
1023
Prepared Retirement Institute
Pennsylvania
$696K +$201K +1,185 +40%
CPA
1024
Cardiff Park Advisors
California
$696K +$1.36K +8 +0.2%
MCM
1025
Morton Capital Management
California
$694K -$24.7K -146 -3%