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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.2%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
UCIG
1351
Ulrich Consultants & Investment Group
New Mexico
-$207K -1,430 Closed
SIMG
1352
Sonora Investment Management Group
Arizona
-$202K -1,397 Closed
TWA
1353
TCI Wealth Advisors
Arizona
-$152K -1,054 Closed
MPCG
1354
Matrix Private Capital Group
New York
-$89.5K -619 Closed
JAWM
1355
J. Arnold Wealth Management
Ohio
-$70.1K -484 Closed
SC
1356
SouthState Corp
Florida
-$65.1K -450 Closed
Bank Julius Baer & Co
1357
Bank Julius Baer & Co
Switzerland
-$29K -200 Closed
BA
1358
Bristlecone Advisors
Washington
-$27.6K -191 Closed
AWM
1359
Accel Wealth Management
Iowa
-$19.7K -136 Closed
FA
1360
Fortis Advisors
Pennsylvania
-$18.9K -131 Closed
WAM
1361
Worth Asset Management
Texas
-$15K -104 Closed
ARS
1362
Adirondack Retirement Specialists
New York
-$14.3K -100 Closed
TCWA
1363
Ten Capital Wealth Advisors
Washington
-$13.7K -95 Closed
JFA
1364
JNBA Financial Advisors
Minnesota
-$11.9K -82 Closed
MBFW
1365
Morton Brown Family Wealth
Pennsylvania
-$9.4K -65 Closed
RAM
1366
Riggs Asset Management
Pennsylvania
-$8.68K -60 Closed
FIM
1367
FWL Investment Management
Texas
-$6.51K -45 Closed
BCM
1368
Blume Capital Management
California
-$5.35K -37 Closed
WAS
1369
Winch Advisory Services
Wisconsin
-$2K -13 Closed
WA
1370
WestEnd Advisors
North Carolina
-$145
IA
1371
IFS Advisors
Kansas
-$8