RSP icon

Invesco S&P 500 Equal Weight ETF

1,888 hedge funds and large institutions have $53.2B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 816 increasing their positions, 495 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,888
Holders Change
+209
Holders Change %
+12.45%
% of All Funds
25.13%
Holding in Top 10
253
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.96%
% of All Funds
3.37%
New
335
Increased
816
Reduced
495
Closed
97
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1226
MBE Wealth Management
Wisconsin
$742K +$113K +647 +18%
NCFG
1227
New Century Financial Group
New Jersey
$742K +$74.9K +425 +11%
BCMLT
1228
Beacon Capital Management LLC (Tennessee)
Tennessee
$740K +$14.5K +83 +2%
OPA
1229
Old Port Advisors
Maine
$733K -$24.9K -142 -3%
OBWG
1230
Onyx Bridge Wealth Group
New York
$732K +$80.1K +457 +12%
CWI
1231
Conscious Wealth Investments
Florida
$731K -$70.9K -394 -9%
DWAM
1232
Duncan Williams Asset Management
Tennessee
$730K +$730K +4,164 New
IPA
1233
Investment Planning Advisors
Georgia
$730K -$25.2K -144 -3%
FAM
1234
Flaharty Asset Management
Florida
$728K +$7.36K +42 +1%
ANBT
1235
American National Bank & Trust
Texas
$727K +$244K +1,394 +51%
RCA
1236
Runnymede Capital Advisors
Ohio
$727K +$727K +4,150 New
WF
1237
WoodTrust Financial
Wisconsin
$724K
RCM
1238
Radnor Capital Management
Pennsylvania
$722K -$71.8K -410 -9%
RIS
1239
Richmond Investment Services
Wisconsin
$722K +$722K +4,119 New
LWM
1240
LJI Wealth Management
Indiana
$717K
VR
1241
Valued Retirements
Texas
$717K +$717K +4,091 New
NWMG
1242
National Wealth Management Group
Ohio
$711K -$225K -1,286 -24%
CAMG
1243
CWA Asset Management Group
Florida
$709K -$143K -814 -17%
EP
1244
Essential Planning
New Hampshire
$709K +$354K +2,000 +100%
AWM
1245
Abound Wealth Management
Tennessee
$706K +$11K +63 +2%
WA
1246
Wealth Alliance
New York
$704K +$8.41K +48 +1%
TA
1247
TFB Advisors
Kansas
$703K +$172K +982 +32%
AAM
1248
Austin Asset Management
Texas
$701K
MWP
1249
Meriwether Wealth & Planning
Louisiana
$701K +$701K +4,000 New
CANC
1250
Culbertson A N & Co
Virginia
$696K +$389K +2,219 +127%