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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 %
FIA
1126
Foundations Investment Advisors
Arizona
$443K +$443K +2,799 New
OC
1127
Oarsman Capital
Wisconsin
$440K +$77.6K +492 +21%
EWA
1128
EverSource Wealth Advisors
Alabama
$440K +$54.3K +344 +14%
PVAMC
1129
PPS&V Asset Management Consultants
Michigan
$436K – – –
MF
1130
Montis Financial
Massachusetts
$436K +$436K +2,761 New
RBC
1131
Romano Brothers & Co
Illinois
$431K +$19.3K +122 +5%
NB
1132
Northwest Bancshares
Pennsylvania
$431K – – –
WPC
1133
Wedmont Private Capital
Pennsylvania
$431K +$15.9K +101 +4%
ITIM
1134
Indiana Trust & Investment Management
Indiana
$425K – – –
SWA
1135
SFMG Wealth Advisors
Texas
$425K -$31.9K -202 -7%
SL
1136
Stevard LLC
Illinois
$424K +$107 +1 +0%
HCM
1137
Hengehold Capital Management
Ohio
$423K +$1.1K +7 +0.3%
AWM
1138
Atticus Wealth Management
Florida
$423K -$497K -3,148 -54%
MWM
1139
Merriman Wealth Management
Washington
$423K -$13.3K -84 -3%
PIA
1140
Panoramic Investment Advisors
Colorado
$422K +$130K +825 +45%
WWP
1141
WR Wealth Planners
Missouri
$422K -$79K -501 -16%
KSWA
1142
Kathleen S. Wright Associates
Pennsylvania
$421K -$63K -399 -13%
GT
1143
Glenview Trust
Kentucky
$420K +$120K +761 +40%
Luther King Capital Management (LKCM)
1144
Luther King Capital Management (LKCM)
Texas
$419K -$237K – –
SPI
1145
Santori & Peters Inc
Pennsylvania
$415K +$1.58K +10 +0.4%
AIIMS
1146
Analyst IMS Investment Management Services
Israel
$415K – – –
AFO
1147
Arrowroot Family Office
California
$415K +$1.58K +10 +0.4%
CAI
1148
Capital Advisors Inc
Oklahoma
$414K +$316 +2 +0.1%
ZF
1149
Zhang Financial
Michigan
$414K +$148K +935 +55%
FCMT
1150
Founders Capital Management (Texas)
Texas
$414K +$316 +2 +0.1%
44 45
46
47 48