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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.21%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$24.7M -$964K -6,439 -4%
AWA
102
Arete Wealth Advisors
Illinois
$24.7M -$57.5M -383,928 -70%
T2I
103
Turim 21 Investimentos
Brazil
$24.5M +$24.5M +163,458 New
SFP
104
Shepherd Financial Partners
Massachusetts
$24.2M +$995K +6,649 +4%
GIA
105
Gladstone Institutional Advisory
Florida
$24M -$2.01M -13,462 -8%
SFA
106
Sequoia Financial Advisors
Ohio
$23.9M -$2.5M -16,681 -9%
EWA
107
Exencial Wealth Advisors
Oklahoma
$23.9M +$1.19M +7,919 +5%
DIP
108
Davis Investment Partners
North Carolina
$23.2M +$220K +1,431 +1%
Cerity Partners
109
Cerity Partners
New York
$23.1M +$16.1M +107,408 +228%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1M -$14.9M -99,750 -39%
EDRH
111
Edmond de Rothschild Holding
Switzerland
$22.5M -$1.86M -12,458 -8%
LBC
112
Lowe Brockenbrough & Co
Virginia
$22M -$2.46M -16,455 -10%
MA
113
Montag & Associates
Georgia
$21.9M -$220K -1,472 -1%
MCM
114
MAI Capital Management
Ohio
$21.9M +$7.63M +50,972 +54%
AFS
115
Aft Forsyth & Sober
Florida
$21.5M +$3.02M +20,200 +16%
WAM
116
WFA Asset Management
Wisconsin
$21.2M +$277K +1,850 +1%
BP
117
BBR Partners
New York
$21.1M
PFM
118
Patton Fund Management
Texas
$21M +$962K +6,426 +5%
AWM
119
AE Wealth Management
Kansas
$20.7M +$2.49M +16,656 +14%
FHA
120
First Horizon Advisors
Tennessee
$20.5M +$38.3K +256 +0.2%
DAM
121
Derbend Asset Management
Georgia
$20.5M +$11.5M +76,795 +128%
NI
122
Noked Israel
Israel
$19.9M +$19.9M +133,000 New
Barclays
123
Barclays
United Kingdom
$19.7M +$15.1M +101,143 +332%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$19.6M -$2.84M -19,019 -13%
DADC
125
D.A. Davidson & Co
Montana
$19.5M +$4.26M +28,438 +28%