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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 %
AWM
1176
Avior Wealth Management
Nebraska
$367K +$248K +1,569 +207%
HP
1177
HT Partners
Connecticut
$367K – – –
AFIA
1178
America First Investment Advisors
Nebraska
$367K +$22.9K +145 +7%
RPGK
1179
Retirement Planning Group (Kansas)
Kansas
$365K +$365K +2,314 New
SAI
1180
Savvy Advisors Inc
New York
$363K +$363K +2,300 New
RWM
1181
Ritholtz Wealth Management
New York
$359K +$85.1K +539 +31%
GA
1182
GSG Advisors
New Jersey
$359K +$28K +180 +8%
AF
1183
Apollon Financial
South Carolina
$358K +$358K +2,266 New
EWM
1184
Edge Wealth Management
New York
$357K +$125K +790 +54%
FPGT
1185
Financial Partners Group (Tennessee)
Tennessee
$357K -$7.89K -50 -2%
I
1186
INVST
Indiana
$356K +$356K +2,257 New
GWM
1187
Greenwich Wealth Management
Connecticut
$353K – – –
YIA
1188
YHB Investment Advisors
Connecticut
$351K +$11.8K +75 +3%
LAS
1189
LWM Advisory Services
Florida
$349K -$85.4K -541 -20%
BFA
1190
Brendel Financial Advisors
New Hampshire
$348K -$45.8K -290 -12%
MWA
1191
Meridian Wealth Advisors
Texas
$347K -$80K -507 -19%
KWA
1192
Kingswood Wealth Advisors
California
$347K +$347K +2,196 New
PA
1193
Procyon Advisors
Connecticut
$344K +$79.7K +505 +30%
BWM
1194
BlackDiamond Wealth Management
New York
$343K -$627 -4 -0.2%
PM
1195
Penbrook Management
New York
$342K – – –
PCMC
1196
Private Capital Management (Colorado)
Colorado
$341K – – –
AWM
1197
Accel Wealth Management
Iowa
$339K +$339K +2,150 New
RCM
1198
Radnor Capital Management
Pennsylvania
$338K +$338K +2,142 New
VWM
1199
Vigilare Wealth Management
Arizona
$338K +$8.05K +51 +2%
SW
1200
Schulz Wealth
Texas
$338K +$338K +2,140 New
46 47
48
49 50