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Invesco S&P 500 Equal Weight ETF

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
1376
Macroview Investment Management
Maryland
$127K -$2.84K -18 -2%
BWL
1377
Bogart Wealth LLC
Virginia
$110K +$110K +697 New
CPG
1378
Custom Portfolio Group
Colorado
$109K +$109K +690 New
FCA
1379
FinTrust Capital Advisors
South Carolina
$105K
MSG
1380
Main Street Group
Virginia
$99.7K +$99.7K +632 New
CSB
1381
City State Bank
Iowa
$99K
PMFA
1382
Plante Moran Financial Advisors
Michigan
$96.3K +$89.9K +570 +1,425%
BTI
1383
Blue Trust Inc
Georgia
$94K -$39.6K -278 -30%
BWP
1384
Baldwin Wealth Partners
Massachusetts
$92.3K +$9.47K +60 +11%
MPWT
1385
MassMutual Private Wealth & Trust
Connecticut
$89.9K +$89.9K +570 New
BCWM
1386
Bartlett & Co Wealth Management
Ohio
$88.4K +$44.4K +280 +101%
BC
1387
Bartlett & Co
Ohio
$88K +$44.2K +280 +101%
DJSG
1388
D.J. St. Germain
Massachusetts
$87.6K -$9.47K -60 -10%
Jones Financial Companies
1389
Jones Financial Companies
Missouri
$84.5K +$84.5K +536 New
PA
1390
Pineridge Advisors
Missouri
$81.8K +$81.8K +518 New
AA
1391
Addison Advisors
Vermont
$80.5K
WSC
1392
Wellington Shields & Co
New York
$79.3K +$79.3K +502 New
WIM
1393
Westside Investment Management
California
$78.9K
DWA
1394
Dougherty Wealth Advisers
Minnesota
$78.9K
MRCM
1395
M&R Capital Management
New Jersey
$78.7K +$4.89K +31 +7%
APC
1396
Aspire Private Capital
North Carolina
$76.5K +$3K +19 +4%
CFO
1397
CVA Family Office
Colorado
$76.2K +$76.2K +483 New
VCM
1398
Versant Capital Management
Arizona
$75.4K
GWSG
1399
GPS Wealth Strategies Group
Colorado
$72.1K -$81.7K -518 -53%
MSFP
1400
Mark Sheptoff Financial Planning
Connecticut
$71K +$63.1K +400 +800%