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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 %
SFS
1351
Sharp Financial Services
Pennsylvania
$245K +$245K +1,490 New
SCM
1352
Saxony Capital Management
Missouri
$244K -$148K -898 -38%
AWM
1353
Austin Wealth Management
Texas
$244K
MHR
1354
Matthew Hamilton Rosenberg
$244K -$453K -2,783 -65%
JWM
1355
JPL Wealth Management
Colorado
$243K
WF
1356
Welch & Forbes
Massachusetts
$242K +$242K +1,472 New
RWM
1357
Rockwood Wealth Management
Pennsylvania
$242K +$16.4K +100 +7%
OP
1358
ORG Partners
Indiana
$242K +$242K +1,483 New
CMI
1359
Clare Market Investments
Texas
$241K +$241K +1,465 New
SCA
1360
Sage Capital Advisors
South Dakota
$239K +$164 +1 +0.1%
CWG
1361
Crown Wealth Group
North Carolina
$238K +$238K +1,447 New
KSWA
1362
Kathleen S. Wright Associates
Pennsylvania
$237K -$27.6K -168 -10%
AP
1363
Adero Partners
California
$237K
LPAM
1364
Lodestar Private Asset Management
California
$236K
FFS
1365
Founders Financial Securities
Maryland
$236K -$2.32M -14,149 -91%
GGA
1366
Granite Group Advisors
Connecticut
$235K
W
1367
WorthPointe
California
$235K -$533K -3,247 -69%
MC
1368
Mathes Company
New York
$234K
CF
1369
Clarity Financial
Texas
$234K -$3.29K -20 -1%
CCM
1370
Coldstream Capital Management
Washington
$233K
KP
1371
Keel Point
Alabama
$233K +$233K +1,388 New
BW
1372
BIP Wealth
Georgia
$233K -$12.7K -77 -5%
BHPW
1373
Beverly Hills Private Wealth
California
$232K
AWA
1374
Archvest Wealth Advisors
California
$232K -$35K -215 -13%
LWMM
1375
Legacy Wealth Management (Mississippi)
Mississippi
$232K +$232K +1,410 New