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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.2%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
1076
KMG Fiduciary Partners
Ohio
$253K +$598 +4 +0.2%
PWP
1077
Private Wealth Partners
California
$253K +$253K +1,690 New
MIFH
1078
Migdal Insurance & Financial Holdings
Israel
$252K +$13.3K +90 +6%
Luther King Capital Management (LKCM)
1079
Luther King Capital Management (LKCM)
Texas
$250K
WWM
1080
Windsor Wealth Management
Indiana
$249K -$1.5K -10 -0.6%
LCM
1081
Lewis Capital Management
California
$249K +$249K +1,663 New
JE
1082
JMAC Enterprises
Pennsylvania
$248K +$22.7K +152 +10%
CAWM
1083
Capital Advisors Wealth Management
Washington
$248K -$52.2K -349 -17%
AWA
1084
Archvest Wealth Advisors
California
$245K
EIP
1085
Ellis Investment Partners
Pennsylvania
$245K +$599 +4 +0.2%
GF
1086
Gries Financial
Ohio
$244K +$599 +4 +0.2%
SAM
1087
SignalPoint Asset Management
Missouri
$244K +$6.73K +45 +3%
OCM
1088
Objective Capital Management
Ohio
$243K
JFGIW
1089
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K -$5.69K -38 -2%
KCM
1090
Kanawha Capital Management
Virginia
$242K -$8.38K -56 -3%
MIC
1091
Means Investment Company
Maine
$241K -$1.5K -10 -0.6%
MCM
1092
Mainstay Capital Management
Michigan
$240K
TDC
1093
Thompson Davis & Co
Virginia
$237K
PWM
1094
Purus Wealth Management
California
$236K +$2.1K +14 +0.9%
AIIMS
1095
Analyst IMS Investment Management Services
Israel
$234K +$234K +1,580 New
C
1096
Certuity
Florida
$230K +$18.1K +121 +9%
HCM
1097
Highlander Capital Management
New Jersey
$230K
WTA
1098
Washington Trust Advisors
Massachusetts
$228K +$2.39K +16 +1%
WIM
1099
Warwick Investment Management
Texas
$226K
SB
1100
Simmons Bank
Arkansas
$224K -$37.4K -250 -14%