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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FM
1301
Family Management
New York
$234K +$234K +1,484 New
AWM
1302
Austin Wealth Management
Texas
$234K
MGWA
1303
Monument Group Wealth Advisors
Massachusetts
$234K +$234K +1,481 New
RIP
1304
RAM Investment Partners
Washington
$231K
CBFP
1305
Cedar Brook Financial Partners
Ohio
$231K +$231K +1,477 New
FEM
1306
Fulcrum Equity Management
Texas
$230K -$52.9K -335 -19%
C
1307
Certuity
Florida
$228K +$1.89K +12 +0.8%
RPC
1308
Rossmore Private Capital
Connecticut
$228K
AP
1309
Adero Partners
California
$227K
PCMC
1310
Paragon Capital Management (Colorado)
Colorado
$227K
LNB
1311
Ledyard National Bank
$224K -$6.79K -43 -3%
MAG
1312
Mayfair Advisory Group
Alabama
$224K +$316 +2 +0.1%
SEP
1313
Southland Equity Partners
Missouri
$223K -$5.21K -33 -2%
SHA
1314
Seneca House Advisors
Virginia
$222K +$222K +1,410 New
TRCT
1315
Tower Research Capital (TRC)
New York
$221K +$212K +1,341 +2,163%
TCWA
1316
Turtle Creek Wealth Advisors
Texas
$220K +$220K +1,393 New
MPM
1317
Meritage Portfolio Management
Kansas
$218K -$35.5K -225 -14%
CWP
1318
Cyndeo Wealth Partners
Florida
$218K +$218K +1,380 New
HSWM
1319
Hubbell Strickland Wealth Management
Louisiana
$217K +$217K +1,377 New
EFS
1320
Econ Financial Services
Pennsylvania
$217K +$217K +1,376 New
CRIG
1321
Charter Research & Investment Group
Connecticut
$217K +$217K +1,376 New
APW
1322
Acima Private Wealth
Virginia
$217K
KIA
1323
Kraematon Investment Advisors
Massachusetts
$216K -$210K -1,331 -49%
RWM
1324
Rockwood Wealth Management
Pennsylvania
$216K +$216K +1,371 New
RA
1325
RiverTree Advisors
Florida
$215K -$3.4M -21,541 -94%