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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 %
NA
1251
Nautilus Advisors
California
$695K +$695K +3,964 New
AWM
1252
Avaii Wealth Management
Wisconsin
$694K +$223K +1,274 +47%
DFG
1253
Delta Financial Group
New Jersey
$693K +$21.9K +125 +3%
AWM
1254
Accel Wealth Management
Iowa
$693K +$33.3K +190 +5%
SWM
1255
Segment Wealth Management
Texas
$692K
PM
1256
Phraction Management
Connecticut
$691K
HCWM
1257
Hidden Cove Wealth Management
Washington
$687K +$687K +3,919 New
TA
1258
TruWealth Advisors
Louisiana
$683K +$350 +2 +0.1%
ESB
1259
Essex Savings Bank
Connecticut
$682K +$48.5K +277 +8%
MHR
1260
Matthew Hamilton Rosenberg
$682K -$34.9K -199 -5%
SCM
1261
Sterling Capital Management
North Carolina
$680K -$534K -3,050 -44%
RAG
1262
RIA Advisory Group
Iowa
$680K -$302K -1,724 -31%
LWM
1263
Latko Wealth Management
Illinois
$679K +$85.6K +489 +14%
CC
1264
Callan Capital
California
$678K
TCWM
1265
Total Clarity Wealth Management
Illinois
$674K +$674K +3,847 New
AssetMark Inc
1266
AssetMark Inc
California
$674K +$308K +1,757 +84%
MA
1267
MKT Advisors
California
$671K +$180 +1 +0%
FCCM
1268
First City Capital Management
Georgia
$670K +$35K +200 +6%
JSL
1269
JT Stratford LLC
Georgia
$665K -$13K -74 -2%
SAM
1270
Selway Asset Management
$664K +$123K +700 +23%
SFO
1271
Stokes Family Office
Louisiana
$660K
WA
1272
Wambolt & Associates
Colorado
$659K -$34.5K -197 -5%
Betterment LLC
1273
Betterment LLC
New York
$659K +$104K +594 +19%
WA
1274
WealthTrust Axiom
Pennsylvania
$658K +$5.43K +31 +0.8%
MCM
1275
Morton Capital Management
California
$657K -$60.5K -345 -8%