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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
MHWM
1076
Montz Harcus Wealth Management
Louisiana
$275K +$1.28K +9 +0.5%
BRM
1077
Boston Research & Management
Massachusetts
$275K +$20.9K +148 +8%
KMC
1078
Kirr Marbach & Co
Indiana
$275K
PWA
1079
Pillar Wealth Advisors
Pennsylvania
$272K -$77.6K -548 -22%
WIA
1080
Westbourne Investment Advisors
Maryland
$271K +$991 +7 +0.4%
GWP
1081
Gateway Wealth Partners
Wisconsin
$270K +$11.6K +82 +4%
CB
1082
Commerce Bank
Missouri
$270K
GT
1083
Glenview Trust
Kentucky
$269K -$11.8K -83 -4%
DWM
1084
Destination Wealth Management
California
$269K
AWAG
1085
ARS Wealth Advisors Group
Florida
$269K -$23.4K -165 -8%
LIM
1086
Lathrop Investment Management
Arkansas
$266K +$4.97K +35 +2%
LRWA
1087
Long Run Wealth Advisors
New York
$263K
MBTD
1088
Mechanics Bank - Trust Department
California
$263K +$51.7K +365 +24%
PIA
1089
Panoramic Investment Advisors
Colorado
$262K +$262K +1,850 New
GTAM
1090
Global Trust Asset Management
Florida
$261K +$16.3K +115 +7%
JE
1091
JMAC Enterprises
Pennsylvania
$258K +$23.5K +166 +10%
AFC
1092
AFT Forsyth & Company
Florida
$258K +$709 +5 +0.3%
BA
1093
Bluesphere Advisors
Pennsylvania
$254K
FEM
1094
Fulcrum Equity Management
Texas
$254K -$12.3K -87 -5%
VA
1095
Valmark Advisers
Ohio
$254K -$84.9K -599 -25%
PFA
1096
Plotkin Financial Advisors
Maryland
$254K +$50.6K +357 +25%
LOPW
1097
Live Oak Private Wealth
North Carolina
$253K +$12.3K +87 +5%
CF
1098
Clarity Financial
Texas
$252K -$29.6K -209 -11%
FZCM
1099
Flynn Zito Capital Management
New York
$251K -$23.5K -166 -9%
GI
1100
GS Investments
Minnesota
$248K -$708 -5 -0.3%