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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 %
DWP
1226
Daymark Wealth Partners
Ohio
$310K – – –
HVP
1227
Hudson Value Partners
Florida
$309K -$466K -2,950 -60%
AA
1228
Auxano Advisors
Washington
$309K +$309K +1,957 New
SCM
1229
Saxony Capital Management
Missouri
$309K +$309K +1,956 New
OCM
1230
Objective Capital Management
Ohio
$308K +$158 +1 +0.1%
AP
1231
Appleton Partners
Massachusetts
$308K – – –
MHWM
1232
Montz Harcus Wealth Management
Louisiana
$308K +$1.11K +7 +0.4%
HSWS
1233
Higgins & Schmidt Wealth Strategies
Colorado
$308K +$308K +1,949 New
W
1234
Wealthquest
Ohio
$306K +$306K +1,939 New
4WM
1235
49 Wealth Management
Texas
$305K +$305K +1,931 New
LRWA
1236
Long Run Wealth Advisors
New York
$304K +$11K +70 +4%
CA
1237
Carson Advisory
Georgia
$304K -$63K -399 -17%
PWA
1238
Pillar Wealth Advisors
Pennsylvania
$303K – – –
WIA
1239
Westbourne Investment Advisors
Maryland
$303K +$1.1K +7 +0.4%
VF
1240
VitalStone Financial
Texas
$303K +$303K +1,917 New
IWM
1241
Integris Wealth Management
California
$300K +$300K +1,900 New
HIP
1242
Harrell Investment Partners
Texas
$298K -$23.4K -148 -7%
DWG
1243
Darden Wealth Group
Michigan
$297K +$297K +1,880 New
LIM
1244
Lathrop Investment Management
Arkansas
$296K – – –
CPL
1245
CAP Partners LLC
Tennessee
$295K +$295K +1,872 New
MBTD
1246
Mechanics Bank - Trust Department
California
$293K – – –
SIA
1247
Soltis Investment Advisors
Utah
$289K +$46.4K +294 +19%
RI
1248
Rinkey Investments
California
$289K +$289K +1,833 New
CAM
1249
CPA Asset Management
Florida
$289K +$289K +1,832 New
AFC
1250
AFT Forsyth & Company
Florida
$288K +$789 +5 +0.3%
48 49
50
51 52