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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 %
PFA
1326
Plotkin Financial Advisors
Maryland
$265K -$31K -189 -10%
SAI
1327
Savvy Advisors Inc
New York
$263K
CGFA
1328
Colton Groome Financial Advisors
North Carolina
$262K -$286K -1,738 -52%
SMA
1329
Sage Mountain Advisors
Georgia
$262K +$197K +1,197 +299%
TI
1330
Tidal Investments
Wisconsin
$262K -$1.07M -6,504 -80%
TFA
1331
Toth Financial Advisory
Virginia
$261K +$57.5K +350 +28%
NWWA
1332
New Wave Wealth Advisors
Arkansas
$260K +$260K +1,583 New
RMCM
1333
Reynders McVeigh Capital Management
Massachusetts
$259K -$28.8K -175 -10%
PWM
1334
Purus Wealth Management
California
$259K
TWM
1335
Trinity Wealth Management
Pennsylvania
$257K -$493 -3 -0.2%
BHWM
1336
Bar Harbor Wealth Management
New Hampshire
$255K +$49K +298 +24%
RI
1337
Rinkey Investments
California
$254K
AWAG
1338
ARS Wealth Advisors Group
Florida
$254K
IIC
1339
Integrated Investment Consultants
Michigan
$252K
FFA
1340
Florida Financial Advisors
Florida
$252K +$252K +1,534 New
WTA
1341
Washington Trust Advisors
Massachusetts
$251K +$986 +6 +0.4%
KCM
1342
Kanawha Capital Management
Virginia
$249K -$2.63K -16 -1%
BCCM
1343
Bridge Creek Capital Management
Massachusetts
$249K +$249K +1,515 New
WIM
1344
Warwick Investment Management
Texas
$248K
AWM
1345
Accurate Wealth Management
Florida
$247K -$1.23M -7,269 -83%
GI
1346
GAMMA Investing
California
$247K +$115K +701 +88%
CIC
1347
Chilton Investment Company
Connecticut
$246K -$181K -1,101 -42%
MGWA
1348
Monument Group Wealth Advisors
Massachusetts
$245K +$985 +6 +0.4%
TDC
1349
Thompson Davis & Co
Virginia
$245K
MI
1350
Motiv8 Investments
Florida
$245K +$245K +1,491 New