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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,679 hedge funds and large institutions have $40.8B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 767 increasing their positions, 479 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
+97
Holders Change %
+6.13%
% of All Funds
24.28%
Holding in Top 10
228
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.74%
% of All Funds
3.3%
New
210
Increased
767
Reduced
479
Closed
85
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$451M
2
ERSOT
Employees Retirement System of Texas
Texas
+$368M
3
TPSF
Texas Permanent School Fund
Texas
+$349M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$324M
5
CM
Cercano Management
Washington
+$214M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$1.14B
2
Truist Financial
Truist Financial
North Carolina
-$368M
3
Goldman Sachs
Goldman Sachs
New York
-$251M
4
US Bancorp
US Bancorp
Minnesota
-$235M
5
CIA
Choate Investment Advisors
Massachusetts
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1001
Montag & Caldwell
Georgia
$972K -$6.09K -34 -0.6%
CCWM
1002
Correct Capital Wealth Management
Missouri
$971K – – –
LFS
1003
Legacy Financial Strategies
Kansas
$969K +$617K +3,442 +175%
MFG
1004
Monte Financial Group
Connecticut
$968K +$24.4K +136 +3%
SA
1005
SpiderRock Advisors
Delaware
$968K +$968K +5,401 New
CAS
1006
Coppell Advisory Solutions
Texas
$963K -$124K -695 -11%
CAM
1007
Covenant Asset Management
New Jersey
$962K +$86.7K +484 +10%
MWM
1008
Moulton Wealth Management
Washington
$961K -$628K -3,515 -39%
AGP
1009
Autumn Glory Partners
Texas
$960K – – –
WSCM
1010
Wellington Shields Capital Management
New York
$959K +$125K +695 +15%
VDBMI
1011
Van Den Berg Management I
Texas
$958K -$276K -1,541 -22%
NWMG
1012
National Wealth Management Group
Ohio
$957K +$530K +2,956 +124%
EWA
1013
EverSource Wealth Advisors
Alabama
$956K -$410K -2,291 -30%
PIA
1014
Perennial Investment Advisors
California
$955K -$712K -3,974 -43%
CPA
1015
Cardiff Park Advisors
California
$953K +$1.43K +8 +0.2%
FHB
1016
First Hawaiian Bank
Hawaii
$943K -$70.9K -396 -7%
NCM
1017
Novare Capital Management
North Carolina
$941K +$73.8K +412 +9%
EP
1018
EPIQ Partners
Minnesota
$941K +$180K +1,002 +24%
EWM
1019
Elmwood Wealth Management
California
$941K -$14.2K -79 -1%
CP
1020
Castleview Partners
Texas
$940K +$378K +2,107 +67%
LWM
1021
Lionsbridge Wealth Management
Florida
$933K +$933K +5,205 New
AFWM
1022
AMJ Financial Wealth Management
Virginia
$930K +$220K +1,230 +31%
LWMM
1023
Legacy Wealth Management (Mississippi)
Mississippi
$922K +$669K +3,736 +265%
KNW
1024
Kesler Norman & Wride
Utah
$913K +$717 +4 +0.1%
NFA
1025
Northwest Financial Advisors
Virginia
$911K +$185K +1,035 +26%
39 40
41
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