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Invesco S&P 500 Equal Weight ETF

1,582 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 656 increasing their positions, 556 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
+20
Holders Change %
+1.28%
% of All Funds
23.01%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
2.87%
New
147
Increased
656
Reduced
556
Closed
101
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
1251
Atlas Brown
Kentucky
$341K -$52.6K -320 -13%
W
1252
WPWealth
Texas
$340K -$12.5K -76 -4%
YIA
1253
YHB Investment Advisors
Connecticut
$339K -$132K -805 -28%
CPA
1254
Clear Point Advisors
New York
$339K +$67.5K +411 +25%
MWM
1255
Massachusetts Wealth Management
Massachusetts
$338K +$338K +2,059 New
IIC
1256
Ironwood Investment Counsel
Arizona
$337K +$76.4K +465 +29%
TL
1257
Tradewinds LLC
North Carolina
$336K -$237K -1,444 -41%
MSG
1258
Main Street Group
Virginia
$335K +$107K +655 +47%
RCM
1259
Raleigh Capital Management
North Carolina
$335K -$107K -652 -24%
GWP
1260
Gen-Wealth Partners
Michigan
$333K
BONH
1261
Bank of New Hampshire
New Hampshire
$332K -$29.7K -181 -8%
PVAMC
1262
PPS&V Asset Management Consultants
Michigan
$330K -$50.8K -309 -13%
AC
1263
Asio Capital
Kentucky
$329K
EP
1264
Essential Planning
New Hampshire
$329K +$329K +2,000 New
POIA
1265
Pin Oak Investment Advisors
Texas
$328K +$1.15K +7 +0.4%
DWM
1266
Destination Wealth Management
California
$328K +$15.8K +96 +5%
FCCM
1267
First City Capital Management
Georgia
$328K +$18.6K +113 +6%
BF
1268
Brogan Financial
Tennessee
$326K +$43.1K +262 +15%
LFS
1269
Legacy Financial Strategies
Kansas
$322K -$198K -1,210 -38%
HSWS
1270
Higgins & Schmidt Wealth Strategies
Colorado
$321K
FTC
1271
Farmers Trust Company
Ohio
$318K
PWM
1272
Penobscot Wealth Management
Maine
$318K -$26K -159 -8%
WIA
1273
Westbourne Investment Advisors
Maryland
$318K +$1.15K +7 +0.4%
LRWA
1274
Long Run Wealth Advisors
New York
$317K
NB
1275
NBT Bank
New York
$316K