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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1026
EverSource Wealth Advisors
Alabama
$346K -$14.6K -103 -4%
RWA
1027
Roberts Wealth Advisors
California
$344K
PMAM
1028
Picton Mahoney Asset Management
Ontario, Canada
$340K +$5.66K +40 +2%
BFA
1029
Beacon Financial Advisory
Ohio
$338K +$338K +2,385 New
PSF
1030
Pacific Sun Financial
California
$335K -$5.67K -40 -2%
CAM
1031
Concorde Asset Management
Michigan
$332K +$81K +572 +32%
RBFC
1032
Roman Butler Fullerton & Co
Missouri
$331K -$24.3K -173 -7%
CA
1033
Carson Advisory
Georgia
$330K +$1.13K +8 +0.3%
HP
1034
HT Partners
Connecticut
$329K +$1.42K +10 +0.4%
FPGT
1035
Financial Partners Group (Tennessee)
Tennessee
$327K -$8.5K -60 -3%
OC
1036
Oarsman Capital
Wisconsin
$326K -$1.23M -8,697 -79%
CG
1037
Cutler Group
California
$325K -$167K -1,180 -34%
HCA
1038
Harbour Capital Advisors
Virginia
$323K +$323K +2,277 New
E
1039
ETFidea
New York
$322K
SWP
1040
Strategic Wealth Partners
Ohio
$321K -$49K -346 -13%
JF
1041
JSF Financial
California
$319K -$47.5K -335 -13%
HA
1042
Herold Advisors
New York
$318K
DSN
1043
D. Scott Neal
Kentucky
$318K
GWM
1044
Greenwich Wealth Management
Connecticut
$317K
PWM
1045
Penobscot Wealth Management
Maine
$315K +$64.4K +454 +26%
Empower Advisory Group
1046
Empower Advisory Group
Colorado
$315K +$18.6K +131 +6%
OWA
1047
Octavia Wealth Advisors
Ohio
$310K
WA
1048
Wealth Alliance
New York
$310K +$2.83K +20 +0.9%
AFIA
1049
America First Investment Advisors
Nebraska
$309K +$850 +6 +0.3%
PM
1050
Penbrook Management
New York
$307K