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Invesco S&P 500 Equal Weight ETF

1,562 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 685 increasing their positions, 488 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+60
Holders Change %
+3.99%
% of All Funds
22.64%
Holding in Top 10
208
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.48%
% of All Funds
3.01%
New
186
Increased
685
Reduced
488
Closed
103
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
Empower Advisory Group
1126
Empower Advisory Group
Colorado
$504K -$382K -2,253 -43%
CIAS
1127
CFS Investment Advisory Services
New Jersey
$504K -$38.8K -229 -7%
LWM
1128
Lodestone Wealth Management
Washington
$499K +$847 +5 +0.2%
DCM
1129
Dudley Capital Management
Virginia
$498K
CAM
1130
Concorde Asset Management
Michigan
$497K +$6.94K +41 +1%
AUB
1131
Atlantic Union Bankshares
Virginia
$497K +$159K +941 +47%
WWC
1132
Waypoint Wealth Counsel
Georgia
$496K
PFGIA
1133
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$136K -805 -22%
ALC
1134
Alexander Labrunerie & Co
Missouri
$492K +$492K +2,907 New
PWM
1135
Prosperity Wealth Management
California
$492K +$75.2K +444 +18%
FWM
1136
Foguth Wealth Management
Michigan
$491K +$491K +2,899 New
EP
1137
Edgestream Partners
New Jersey
$489K -$877K -5,176 -64%
MWM
1138
MinichMacGregor Wealth Management
New York
$488K -$23.1K -137 -5%
LSA
1139
Lansing Street Advisors
Pennsylvania
$488K -$132K -779 -21%
SW
1140
SVB Wealth
Massachusetts
$487K
DCM
1141
Donaldson Capital Management
Indiana
$486K -$286K -1,687 -37%
YIA
1142
YHB Investment Advisors
Connecticut
$486K +$109K +645 +29%
FFA
1143
Fragasso Financial Advisors
Pennsylvania
$486K +$169 +1 +0%
TIA
1144
Traphagen Investment Advisors
New Jersey
$484K -$129K -763 -21%
HCM
1145
Hengehold Capital Management
Ohio
$482K +$27.3K +161 +6%
HA
1146
HC Advisors
Georgia
$477K +$1.02K +6 +0.2%
FNBOO
1147
First National Bank of Omaha
Nebraska
$476K -$442K -2,550 -48%
CAM
1148
Cypress Asset Management
Texas
$473K +$473K +2,478 New
FFA
1149
Founders Financial Alliance
North Carolina
$472K +$262K +1,548 +125%
RWA
1150
Roberts Wealth Advisors
California
$470K +$470K +2,925 New