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Invesco S&P 500 Equal Weight ETF

1,679 hedge funds and large institutions have $40.8B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 767 increasing their positions, 479 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
+97
Holders Change %
+6.13%
% of All Funds
24.28%
Holding in Top 10
228
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.74%
% of All Funds
3.3%
New
210
Increased
767
Reduced
479
Closed
85
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B
Name Holding Trade Value Shares
Change
Shares
Change %
SW
1301
Schulz Wealth
Texas
$383K
HCM
1302
Hengehold Capital Management
Ohio
$381K -$117K -655 -24%
CA
1303
Cresta Advisors
Texas
$381K +$381K +2,128 New
PCMC
1304
Private Capital Management (Colorado)
Colorado
$380K
CPSAC
1305
Chas P. Smith & Associates (CPS)
Florida
$380K +$2.15K +12 +0.6%
KJHP
1306
K.J. Harrison & Partners
Ontario, Canada
$380K
PSF
1307
Pacific Sun Financial
California
$379K
AB
1308
Atlas Brown
Kentucky
$377K +$5.38K +30 +1%
CWP
1309
Cyndeo Wealth Partners
Florida
$377K +$130K +724 +52%
RCAG
1310
Rehmann Capital Advisory Group
Michigan
$377K -$54.3K -303 -13%
AssetMark Inc
1311
AssetMark Inc
California
$374K +$272K +1,516 +265%
PFGIA
1312
Patriot Financial Group Insurance Agency
Massachusetts
$372K -$73.7K -411 -17%
BHPW
1313
Beverly Hills Private Wealth
California
$372K +$119K +662 +47%
LWM
1314
Lodestone Wealth Management
Washington
$371K -$158K -882 -30%
W
1315
WPWealth
Texas
$371K
IIC
1316
Ironwood Investment Counsel
Arizona
$369K +$1.25K +7 +0.3%
SP
1317
Sequent Planning
Nebraska
$368K -$118K -658 -24%
YIA
1318
YHB Investment Advisors
Connecticut
$366K -$3.58K -20 -1%
PCG
1319
Prosperity Consulting Group
Maryland
$366K +$366K +2,042 New
EFG
1320
Embree Financial Group
Illinois
$365K -$32.4K -181 -8%
BWM
1321
BlackDiamond Wealth Management
New York
$364K +$364K +1,983 New
TCOV
1322
Trust Company of Vermont
Vermont
$364K +$20.8K +116 +6%
UAG
1323
United Advisor Group
Ohio
$362K +$61.8K +345 +21%
PPH
1324
Pure Portfolios Holdings
Oregon
$362K +$362K +2,022 New
BL
1325
BFSG LLC
California
$362K -$145K -808 -29%