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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.11B
2
CI
Clal Insurance
Israel
+$860M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$671M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$565M
5
Bank of America
Bank of America
North Carolina
+$483M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.1B
2
Goldman Sachs
Goldman Sachs
New York
-$399M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$394M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$343M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1076
Sierra Capital
Florida
$515K -$995K -6,300 -66%
SFP
1077
Sterling Financial Planning
New Jersey
$511K -$5.05K -32 -1%
DFG
1078
Delta Financial Group
New Jersey
$510K +$510K +3,233 New
AIM
1079
Anchor Investment Management
South Carolina
$508K -$158K -1,000 -24%
CIAS
1080
CFS Investment Advisory Services
New Jersey
$506K – – –
MSS
1081
Mitchell Sinkler & Starr
Pennsylvania
$506K +$506K +3,206 New
LWCFA
1082
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$505K – – –
CPC
1083
Congress Park Capital
New York
$502K +$502K +3,180 New
FCB
1084
First County Bank
Connecticut
$501K – – –
CM
1085
Columbus Macro
Pennsylvania
$497K +$497K +3,149 New
MWS
1086
Maxwell Wealth Strategies
California
$497K +$497K +3,148 New
LWM
1087
Laidlaw Wealth Management
New York
$495K -$43.7K -277 -8%
VA
1088
Valmark Advisers
Ohio
$490K +$207K +1,313 +73%
MCP
1089
Mirador Capital Partners
California
$489K +$489K +3,102 New
SWA
1090
Strategies Wealth Advisors
Michigan
$489K +$489K +3,099 New
PWM
1091
Paulson Wealth Management
Illinois
$488K – – –
CP
1092
Castleview Partners
Texas
$486K -$5.52K -35 -1%
MSWM
1093
McGlone Suttner Wealth Management
Wisconsin
$484K +$789 +5 +0.2%
CWG
1094
Crown Wealth Group
North Carolina
$482K +$61.5K +390 +15%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$481K +$473K +3,000 +5,882%
IIA
1096
ICW Investment Advisors
Arizona
$481K +$481K +3,045 New
NWMG
1097
National Wealth Management Group
Ohio
$479K +$479K +3,037 New
MWM
1098
MinichMacGregor Wealth Management
New York
$479K -$3.83M -24,248 -89%
IP
1099
Investment Partners
Ohio
$478K – – –
WDG
1100
Wealth Dimensions Group
Ohio
$474K -$631 -4 -0.1%
42 43
44
45 46