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Invesco S&P 500 Equal Weight ETF

1,582 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 656 increasing their positions, 556 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
+20
Holders Change %
+1.28%
% of All Funds
23.01%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
2.87%
New
147
Increased
656
Reduced
556
Closed
101
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1001
Opal Wealth Advisors
New York
$715K +$11K +67 +2%
OPA
1002
Old Port Advisors
Maine
$714K -$11.2K -68 -2%
FNBOO
1003
First National Bank of Omaha
Nebraska
$708K +$256K +1,560 +57%
IPA
1004
Investment Planning Advisors
Georgia
$708K +$708K +4,308 New
MMA
1005
Mizuho Markets Americas
New York
$704K +$704K +4,283 New
FA
1006
Flagstar Advisors
New York
$702K +$2.46K +15 +0.4%
AFO
1007
Arrowroot Family Office
California
$700K +$186K +1,132 +36%
EP
1008
EPIQ Partners
Minnesota
$698K +$1.15K +7 +0.2%
RPGK
1009
Retirement Planning Group (Kansas)
Kansas
$696K +$173K +1,055 +33%
SWM
1010
SeaCrest Wealth Management
New York
$695K +$7.06K +43 +1%
BCMLT
1011
Beacon Capital Management LLC (Tennessee)
Tennessee
$692K +$1.15K +7 +0.2%
WOC
1012
West Oak Capital
California
$688K
CWM
1013
Congress Wealth Management
Massachusetts
$685K +$685K +4,171 New
PA
1014
Procyon Advisors
Connecticut
$685K +$280K +1,705 +69%
GWANC
1015
Guardian Wealth Advisors (North Carolina)
North Carolina
$685K -$204K -1,242 -23%
OCM
1016
One Capital Management
California
$679K +$349K +2,125 +106%
WF
1017
WoodTrust Financial
Wisconsin
$678K +$678K +4,130 New
AWMS
1018
Advocacy Wealth Management Services
Georgia
$674K -$10.4K -63 -2%
MCM
1019
Morton Capital Management
California
$673K
MFIM
1020
Mesirow Financial Investment Management
Illinois
$672K
NFA
1021
Northwest Financial Advisors
Virginia
$665K +$2.3K +14 +0.3%
Betterment LLC
1022
Betterment LLC
New York
$665K +$3.95K +24 +0.6%
MCA
1023
MSH Capital Advisors
Arizona
$664K -$193K -1,177 -23%
GBT
1024
Grove Bank & Trust
Florida
$664K +$329K +2,000 +98%
FAM
1025
Flaharty Asset Management
Florida
$662K -$4.6K -28 -0.7%