RSP icon

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 %
NSIM
1026
North Star Investment Management
Illinois
$660K -$49.9K -304 -7%
AAM
1027
Austin Asset Management
Texas
$657K
PWA
1028
Peterson Wealth Advisors
Utah
$657K +$2.63K +16 +0.4%
LWM
1029
LJI Wealth Management
Indiana
$655K
SWM
1030
Segment Wealth Management
Texas
$651K -$1.64K -10 -0.3%
CW
1031
Cooksen Wealth
Texas
$651K -$17.7K -108 -3%
AFWM
1032
AMJ Financial Wealth Management
Virginia
$651K -$599K -3,647 -48%
AWM
1033
Abound Wealth Management
Tennessee
$651K +$1.31K +8 +0.2%
PM
1034
Phraction Management
Connecticut
$648K
ECM
1035
Evergreen Capital Management
Washington
$643K -$20K -122 -3%
WA
1036
Wealth Alliance
New York
$643K +$27.9K +170 +5%
TA
1037
TruWealth Advisors
Louisiana
$640K -$25.8K -157 -4%
JSL
1038
JT Stratford LLC
Georgia
$638K -$863K -5,253 -58%
CFG
1039
Carr Financial Group
Massachusetts
$636K -$867K -5,275 -58%
CC
1040
Callan Capital
California
$635K +$635K +3,867 New
SFO
1041
Stokes Family Office
Louisiana
$629K
SSW
1042
Smith Shellnut Wilson
Mississippi
$623K -$28.6K -174 -4%
PP
1043
Pegasus Partners
Wisconsin
$620K -$33.7K -205 -5%
SIA
1044
Strategic Investment Advisors
Michigan
$615K +$16.8K +102 +3%
HAS
1045
HBW Advisory Services
California
$613K -$3.22M -19,607 -84%
MA
1046
MKT Advisors
California
$610K +$164 +1 +0%
UI
1047
Unconventional Investor
New Hampshire
$606K -$55.7K -339 -8%
NP
1048
NorthRock Partners
Minnesota
$605K -$663K -4,034 -52%
BOPW
1049
Brandywine Oak Private Wealth
Pennsylvania
$595K -$16.4K -100 -3%
WCM
1050
Weaver Capital Management
Georgia
$594K -$30.1K -183 -5%