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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 %
MFIM
1026
Mesirow Financial Investment Management
Illinois
$693K +$186K +1,101 +37%
AWM
1027
Avaii Wealth Management
Wisconsin
$692K -$425K -2,507 -38%
CW
1028
Cooksen Wealth
Texas
$690K -$19.5K -115 -3%
NF
1029
Nvest Financial
New Hampshire
$689K -$12.2K -72 -2%
FAM
1030
Flaharty Asset Management
Florida
$687K +$73.8K +436 +12%
QT
1031
Quantbot Technologies
New York
$687K +$687K +4,054 New
TA
1032
TruWealth Advisors
Louisiana
$687K +$339 +2 +0%
KWA
1033
Kellett Wealth Advisors
Ohio
$686K +$5.59K +33 +0.8%
ECM
1034
Evergreen Capital Management
Washington
$684K +$21.8K +129 +3%
NFA
1035
Northwest Financial Advisors
Virginia
$683K +$108K +640 +19%
UI
1036
Unconventional Investor
New Hampshire
$682K +$33K +195 +5%
RZH
1037
Relyea Zuckerberg Hanson
Connecticut
$682K +$113K +665 +20%
Betterment LLC
1038
Betterment LLC
New York
$681K +$60.5K +357 +10%
FTUS
1039
Flow Traders U.S.
New York
$679K -$1.22M -7,224 -64%
AAM
1040
Austin Asset Management
Texas
$677K
LWM
1041
LJI Wealth Management
Indiana
$675K +$24.9K +147 +4%
PWA
1042
Peterson Wealth Advisors
Utah
$675K +$2.71K +16 +0.4%
PP
1043
Pegasus Partners
Wisconsin
$674K +$33.4K +197 +5%
SWM
1044
Segment Wealth Management
Texas
$673K +$174K +1,025 +35%
SSW
1045
Smith Shellnut Wilson
Mississippi
$672K
JPLA
1046
Joseph P. Lucia & Associates
New York
$672K +$672K +3,965 New
BWG
1047
Balanced Wealth Group
Ohio
$671K -$32.8K -198 -5%
AWM
1048
Abound Wealth Management
Tennessee
$669K +$641K +3,786 +2,281%
PM
1049
Phraction Management
Connecticut
$668K +$668K +3,943 New
MCA
1050
Magnolia Capital Advisors
Mississippi
$662K +$662K +4,140 New