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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
1176
Semmax Financial Advisors
North Carolina
$176K +$176K +1,252 New
HFS
1177
Hantz Financial Services
Michigan
$170K +$91.4K +647 +116%
JWA
1178
JFS Wealth Advisors
Pennsylvania
$167K +$122K +859 +268%
CMBA
1179
C.M. Bidwell & Associates
Hawaii
$163K
ACA
1180
Atlas Capital Advisors
Wyoming
$158K +$56K +395 +55%
OIA
1181
Optimum Investment Advisors
Illinois
$157K
AssetMark Inc
1182
AssetMark Inc
California
$151K +$21.8K +154 +17%
HBT
1183
Hills Bank & Trust
Iowa
$145K +$145K +1,020 New
LFA
1184
Legend Financial Advisors
Pennsylvania
$144K +$567 +4 +0.4%
BTI
1185
Blue Trust Inc
Georgia
$140K -$244K -1,638 -64%
GWSG
1186
GPS Wealth Strategies Group
Colorado
$138K +$9.5K +67 +7%
IBOK
1187
Independence Bank of Kentucky
Kentucky
$135K
EL
1188
EMFO LLC
Florida
$132K +$142 +1 +0.1%
Toronto Dominion Bank
1189
Toronto Dominion Bank
Ontario, Canada
$130K +$130K +914 New
TSWM
1190
Tyler-Stone Wealth Management
Ohio
$125K
Simplex Trading
1191
Simplex Trading
Illinois
$125K +$111K +788 +788%
PA
1192
PSI Advisors
Florida
$123K -$6.8K -48 -5%
EW
1193
Element Wealth
Mississippi
$122K +$8.5K +60 +7%
BWM
1194
BigSur Wealth Management
Florida
$120K +$120K +850 New
OC
1195
Oakworth Capital
Alabama
$119K
MIM
1196
Macroview Investment Management
Maryland
$116K +$142 +1 +0.1%
ZB
1197
Zions Bancorporation
Utah
$116K
AWM
1198
Angeles Wealth Management
California
$110K +$110K +774 New
AWM
1199
Avior Wealth Management
Nebraska
$107K -$158K -1,114 -60%
IF
1200
Integrity Financial
Wyoming
$96.6K -$26.9K -190 -22%