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Invesco S&P 500 Equal Weight ETF

1,888 hedge funds and large institutions have $53.2B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 816 increasing their positions, 495 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,888
Holders Change
+209
Holders Change %
+12.45%
% of All Funds
25.13%
Holding in Top 10
253
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.96%
% of All Funds
3.37%
New
335
Increased
816
Reduced
495
Closed
97
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
1101
American Financial Advisors
Georgia
$1.05M -$38.9K -222 -4%
AFP
1102
Alpha Financial Partners
Kentucky
$1.05M +$161K +921 +18%
DI
1103
Disciplined Investors
Texas
$1.04M +$1.04M +5,975 New
CA
1104
Cambridge Advisors
Nebraska
$1.04M
HWM
1105
Hassell Wealth Management
Louisiana
$1.04M +$544 +3 +0.1%
LBC
1106
Leigh Baldwin & Co
New York
$1.04M +$1.04M +5,938 New
BIM
1107
Baldwin Investment Management
Pennsylvania
$1.04M -$108K -617 -9%
MFWP
1108
Mosaic Family Wealth Partners
Missouri
$1.04M +$62.7K +358 +6%
FPW
1109
Flagship Private Wealth
Massachusetts
$1.04M -$58.2K -332 -5%
YWS
1110
Yarger Wealth Strategies
Ohio
$1.02M +$3.51K +20 +0.3%
PRP
1111
Peak Retirement Planning
Ohio
$1.02M +$1.02M +3,750 New
BIM
1112
Bridges Investment Management
Nebraska
$1.02M -$66.2K -378 -6%
MCM
1113
Mainstay Capital Management
Michigan
$1.02M +$314K +1,793 +45%
HCMG
1114
Howard Capital Management Group
California
$1.01M
PIA
1115
Perennial Investment Advisors
California
$1M +$69.7K +398 +7%
PNAA
1116
Pictet North America Advisors
Switzerland
$997K
PIAS
1117
PCA Investment Advisory Services
Ohio
$997K -$36.8K -210 -4%
CFO
1118
Collective Family Office
Pennsylvania
$997K +$620K +3,538 +165%
BCM
1119
Becker Capital Management
Oregon
$996K
TBC
1120
Ted Buchan & Co
California
$996K -$121K -692 -11%
USWIA
1121
UP Strategic Wealth Investment Advisors
Pennsylvania
$993K
CFS
1122
Coordinated Financial Services
Colorado
$989K +$989K +5,645 New
JFG
1123
JMG Financial Group
Illinois
$987K -$4.91K -28 -0.5%
TW
1124
TrinityPoint Wealth
Connecticut
$983K
OWP
1125
Obermeyer Wealth Partners
Colorado
$980K +$8.41K +48 +0.9%