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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 %
MWM
1301
Massachusetts Wealth Management
Massachusetts
$621K +$121K +693 +24%
MFGP
1302
Marshall Financial Group (Pennsylvania)
Pennsylvania
$618K +$2.1K +12 +0.3%
BOPW
1303
Brandywine Oak Private Wealth
Pennsylvania
$617K
HWM
1304
Horizons Wealth Management
North Carolina
$617K
SWM
1305
Silverlake Wealth Management
Vermont
$615K +$131K +750 +27%
SCM
1306
Schnieders Capital Management
California
$615K +$36.8K +210 +6%
HAM
1307
Hedges Asset Management
Nevada
$613K
CSIC
1308
Clifford Swan Investment Counsel
California
$612K +$701 +4 +0.1%
1SB
1309
1ST Source Bank
Indiana
$610K -$23K -131 -4%
TSW
1310
Thompson Siegel & Walmsley
Virginia
$607K
LRWM
1311
Lord & Richards Wealth Management
Colorado
$606K +$606K +3,459 New
HIP
1312
HUB Investment Partners
Texas
$606K +$395K +2,255 +188%
MWM
1313
MinichMacGregor Wealth Management
New York
$606K +$83.8K +478 +16%
AWM
1314
Ameliora Wealth Management
Switzerland
$603K -$22.8K -130 -4%
RZH
1315
Relyea Zuckerberg Hanson
Connecticut
$601K
CAM
1316
Close Asset Management
United Kingdom
$600K
KBFS
1317
Kohmann Bosshard Financial Services
Ohio
$599K
QCM
1318
QRG Capital Management
Illinois
$595K +$28K +160 +5%
WCM
1319
Weaver Capital Management
Georgia
$595K -$37.7K -215 -6%
DBRC
1320
D.B. Root & Company
Pennsylvania
$593K +$215K +1,227 +57%
CF
1321
Collier Financial
Colorado
$591K +$591K +3,373 New
LOPW
1322
Live Oak Private Wealth
North Carolina
$589K -$12.3K -70 -2%
LWCFA
1323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$588K
CWMGO
1324
Capstone Wealth Management Group (Oregon)
Oregon
$583K +$583K +3,326 New
HAS
1325
HBW Advisory Services
California
$582K +$34.2K +195 +6%