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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 %
FCA
1201
FinTrust Capital Advisors
South Carolina
$94.4K
RIA
1202
Realta Investment Advisors
Delaware
$92.6K -$5.98K -40 -6%
PG
1203
Proffitt & Goodson
Tennessee
$92.1K +$92.1K +650 New
CSB
1204
City State Bank
Iowa
$89K
DJSG
1205
D.J. St. Germain
Massachusetts
$87.1K -$18.4K -130 -17%
LFA
1206
LGT Financial Advisors
Texas
$82.3K +$82.3K +581 New
TLA
1207
Tanglewood Legacy Advisors
Texas
$81.5K
HWP
1208
Hibernia Wealth Partners
Louisiana
$75.2K +$75.2K +531 New
BWP
1209
Baldwin Wealth Partners
Massachusetts
$74.4K
DWA
1210
Delos Wealth Advisors
Texas
$72.9K -$13.8K -92 -16%
AA
1211
Addison Advisors
Vermont
$72.3K
WIM
1212
Westside Investment Management
California
$70.8K
DWA
1213
Dougherty Wealth Advisers
Minnesota
$70.8K
VCM
1214
Versant Capital Management
Arizona
$67.7K
HCM
1215
Hollencrest Capital Management
California
$67.5K -$15M -105,899 -100%
MRCM
1216
M&R Capital Management
New Jersey
$66.3K -$10.6K -75 -14%
APC
1217
Aspire Private Capital
North Carolina
$66K -$22.5K -159 -25%
BWM
1218
Baystate Wealth Management
Massachusetts
$64.6K +$284 +2 +0.4%
AP
1219
Atwood & Palmer
Missouri
$63.5K -$7.09K -50 -10%
PCM
1220
Perritt Capital Management
Illinois
$63.2K -$28.6K -202 -31%
BCV
1221
Banque Cantonale Vaudoise
Switzerland
$63K +$1.42K +10 +2%
SMA
1222
Sage Mountain Advisors
Georgia
$56.7K
VWM
1223
Venturi Wealth Management
Texas
$55.5K -$375K -2,648 -87%
WT
1224
Washington Trust
Rhode Island
$54.6K
SWA
1225
Sutton Wealth Advisors
Florida
$52.7K