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Invesco S&P 500 Equal Weight ETF

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Shares
Change %
SW
1051
SteelPeak Wealth
California
$556K -$115K -731 -17%
IA
1052
Inspire Advisors
Idaho
$555K +$158 +1 +0%
JSAM
1053
J. Safra Asset Management
New York
$555K
HAM
1054
Hedges Asset Management
Nevada
$552K
FFM
1055
Forum Financial Management
Illinois
$549K -$272K -1,722 -33%
MFGP
1056
Marshall Financial Group (Pennsylvania)
Pennsylvania
$548K -$15.3K -97 -3%
CSIC
1057
Clifford Swan Investment Counsel
California
$548K +$631 +4 +0.1%
CIA
1058
Cape Investment Advisory
Georgia
$544K +$85.7K +543 +19%
LA
1059
Latitude Advisors
Florida
$543K -$16.1K -102 -3%
BSA
1060
Braun Stacey Associates
New York
$542K
KBFS
1061
Kohmann Bosshard Financial Services
Ohio
$539K -$93.7K -594 -15%
LFS
1062
Legacy Financial Strategies
Kansas
$539K +$539K +3,415 New
NFA
1063
Northwest Financial Advisors
Virginia
$536K +$536K +3,396 New
RZH
1064
Relyea Zuckerberg Hanson
Connecticut
$530K +$58.4K +370 +12%
BSB
1065
Bangor Savings Bank
Maine
$528K +$498K +3,156 +1,679%
FB
1066
Fulton Bank
Pennsylvania
$527K -$19.7K -125 -4%
WA
1067
WealthTrust Axiom
Pennsylvania
$525K +$23.5K +149 +5%
BIA
1068
Bigelow Investment Advisors
Maine
$525K
CFO
1069
Callan Family Office
Pennsylvania
$522K +$522K +3,306 New
WCG
1070
Weaver Consulting Group
California
$521K -$56K -355 -10%
MC
1071
Montag & Caldwell
Georgia
$519K +$519K +3,290 New
CAM
1072
Covenant Asset Management
New Jersey
$519K +$117K +742 +29%
NB
1073
NBT Bank
New York
$517K +$517K +3,277 New
RTL
1074
Red Tortoise LLC
Georgia
$517K +$517K +3,276 New
SCM
1075
Schnieders Capital Management
California
$517K