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Invesco S&P 500 Equal Weight ETF

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
1151
Zullo Investment Group
Pennsylvania
$13.1K
LFA
1152
Level Financial Advisors
New York
$13K
LWANC
1153
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.6K +$140 +1 +1%
PSB
1154
Piscataqua Savings Bank
New Hampshire
$12.3K
CBT
1155
Central Bank & Trust
Kentucky
$12.3K +$12.3K +87 New
LWA
1156
Lowe Wealth Advisors
Maryland
$12K +$3.53K +25 +42%
JFA
1157
JNBA Financial Advisors
Minnesota
$11.6K
HCM
1158
Hollencrest Capital Management
California
$11.3K +$11.3K +80 New
KC
1159
Kenfarb & Co
Kentucky
$10.9K
EWM
1160
Endurance Wealth Management
Rhode Island
$10K
DWA
1161
Delos Wealth Advisors
Texas
$9.04K
RA
1162
Rise Advisors
New York
$8.02K
AWM
1163
Aspire Wealth Management
Massachusetts
$7.77K
KFS
1164
Kelly Financial Services
Massachusetts
$7.77K
PWMG
1165
Prestige Wealth Management Group
New Jersey
$7.55K
PFBT
1166
Parkside Financial Bank & Trust
Missouri
$7.2K
MSFP
1167
Mark Sheptoff Financial Planning
Connecticut
$7.06K
BHWM
1168
Bay Harbor Wealth Management
Maryland
$7K
FIM
1169
FWL Investment Management
Texas
$6.36K +$6.36K +45 New
MFA
1170
McClarren Financial Advisors
Pennsylvania
$6K -$136 -1 -2%
PMFA
1171
Plante Moran Financial Advisors
Michigan
$5.65K
FFA
1172
Farther Finance Advisors
California
$5.65K +$5.65K +40 New
DZ Bank
1173
DZ Bank
Germany
$5.64K
SCA
1174
Stuart Chaussee & Associates
California
$5.09K -$2.54K -18 -33%
RDIA
1175
RE Dickinson Investment Advisors
Iowa
$5K