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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$313M
2
Morgan Stanley
Morgan Stanley
New York
+$305M
3
Citigroup
Citigroup
New York
+$260M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$219M
5
FA
Fiducient Advisors
Illinois
+$170M

Top Sellers

1
CI
Clal Insurance
Israel
-$1.07B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Jane Street
Jane Street
New York
-$44.7M
4
AI
AdvisorShares Investments
Maryland
-$42.3M
5
LWM
LJI Wealth Management
Indiana
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
1101
1900 Wealth Management
Texas
$248K -$839K -5,920 -77%
BWP
1102
Bernardo Wealth Planning
Pennsylvania
$247K +$247K +1,746 New
BFC
1103
Bedel Financial Consulting
Indiana
$247K +$1.13K +8 +0.5%
RA
1104
RFG Advisory
Alabama
$247K +$2.84K +20 +1%
RWM
1105
Ritholtz Wealth Management
New York
$246K +$850 +6 +0.3%
GSC
1106
Ground Swell Capital
South Carolina
$246K +$246K +1,733 New
Betterment LLC
1107
Betterment LLC
New York
$245K -$233K -1,643 -49%
FCM
1108
Fourpath Capital Management
Oklahoma
$245K +$245K +1,728 New
TL
1109
Tradewinds LLC
North Carolina
$244K +$244K +1,722 New
CT
1110
Columbia Trust
Oregon
$243K +$243K +1,716 New
ZIG
1111
Zuckerman Investment Group
Illinois
$243K +$243K +1,715 New
STAS
1112
Strong Tower Advisory Services
Minnesota
$242K -$6.21M -43,839 -96%
JSW
1113
Journey Strategic Wealth
New Jersey
$241K – – –
TIM
1114
Tortoise Investment Management
New York
$241K – – –
ZF
1115
Zhang Financial
Michigan
$240K -$8.95K -63 -4%
KFP
1116
KMG Fiduciary Partners
Ohio
$239K -$992 -7 -0.4%
HFA
1117
High Falls Advisors
New York
$237K -$8.93K -63 -4%
PA
1118
Procyon Advisors
Connecticut
$237K +$237K +1,675 New
Luther King Capital Management (LKCM)
1119
Luther King Capital Management (LKCM)
Texas
$237K -$250K – –
LCM
1120
Lewis Capital Management
California
$236K – – –
VCP
1121
Verus Capital Partners
Arizona
$236K +$31.6K +223 +15%
SAM
1122
SignalPoint Asset Management
Missouri
$235K +$4.25K +30 +2%
LWA
1123
Lineweaver Wealth Advisors
Ohio
$234K -$109K -767 -32%
WWM
1124
Windsor Wealth Management
Indiana
$233K -$2.84K -20 -1%
AWA
1125
Archvest Wealth Advisors
California
$232K – – –
43 44
45
46 47