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Invesco S&P 500 Equal Weight ETF

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
1051
Bell Investment Advisors
California
$150K
TWA
1052
TCI Wealth Advisors
Arizona
$149K +$114K +804 +322%
LPIC
1053
LeJeune Puetz Investment Counsel
Michigan
$141K
NSIM
1054
North Star Investment Management
Illinois
$141K +$141K +1,000 New
PPC
1055
Park Place Capital
Alabama
$140K +$140K +990 New
SC
1056
SouthState Corp
Florida
$136K +$72.6K +514 +114%
EL
1057
EMFO LLC
Florida
$131K +$141 +1 +0.1%
DWA
1058
Dougherty Wealth Advisers
Minnesota
$127K
EE
1059
EWG Elevate
California
$124K +$124K +879 New
TSWM
1060
Tyler-Stone Wealth Management
Ohio
$124K
RIA
1061
Realta Investment Advisors
Delaware
$123K -$66.4K -470 -35%
IF
1062
Integrity Financial
Wyoming
$123K +$11.2K +79 +10%
MIM
1063
Macroview Investment Management
Maryland
$120K -$22.7K -161 -16%
OC
1064
Oakworth Capital
Alabama
$119K
LFG
1065
Larson Financial Group
Missouri
$118K -$58.2K -412 -33%
WTA
1066
Washington Trust Advisors
Massachusetts
$115K
EW
1067
Element Wealth
Mississippi
$113K -$3.25K -23 -3%
ACA
1068
Atlas Capital Advisors
Wyoming
$112K +$74.4K +526 +200%
BAM
1069
Byrne Asset Management
New Jersey
$105K -$131K -925 -55%
Qube Research & Technologies (QRT)
1070
Qube Research & Technologies (QRT)
United Kingdom
$105K +$105K +740 New
FCA
1071
FinTrust Capital Advisors
South Carolina
$94.1K
RG
1072
Retirement Group
California
$93K +$81.1K +506 +684%
PCM
1073
Perritt Capital Management
Illinois
$91.5K +$91.5K +648 New
CSB
1074
City State Bank
Iowa
$89K -$2.69K -19 -3%
AP
1075
Atwood & Palmer
Missouri
$83.1K -$706 -5 -0.8%