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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 %
EW
1426
Element Wealth
Mississippi
$197K
CMBA
1427
C.M. Bidwell & Associates
Hawaii
$189K
SFFS
1428
Stonehage Fleming Financial Services
Jersey
$187K +$187K +1,139 New
GGI
1429
Godsey & Gibb Inc
Virginia
$177K +$170K +1,032 +2,243%
BL
1430
Balentine LLC
Georgia
$171K +$115K +701 +207%
LIA
1431
Lynx Investment Advisory
District of Columbia
$167K +$167K +1,015 New
PA
1432
PSI Advisors
Florida
$162K +$4.76K +29 +3%
ACA
1433
Atlas Capital Advisors
Wyoming
$162K +$164 +1 +0.1%
Parallax Volatility Advisers
1434
Parallax Volatility Advisers
California
$162K +$162K +986 New
LFA
1435
Legend Financial Advisors
Pennsylvania
$161K +$16.3K +99 +11%
TCM
1436
TruNorth Capital Management
Michigan
$159K
DP
1437
Denver PWM
Colorado
$151K +$151K +917 New
EC
1438
EdgeRock Capital
Colorado
$149K +$149K +904 New
FAM
1439
Family Asset Management
South Carolina
$146K -$10.2K -62 -7%
AWM
1440
Avior Wealth Management
Nebraska
$143K -$249K -1,512 -63%
TSMHT
1441
Thurston Springer Miller Herd & Titak
Indiana
$142K +$142K +864 New
BWL
1442
Bogart Wealth LLC
Virginia
$141K +$26.3K +160 +23%
HFS
1443
Hantz Financial Services
Michigan
$140K
NFSG
1444
Newbridge Financial Services Group
Florida
$139K +$34K +207 +32%
OC
1445
Oakworth Capital
Alabama
$138K
GI
1446
GS Investments
Minnesota
$138K
IFAM
1447
Institutional & Family Asset Management
Colorado
$137K -$2.28M -13,864 -94%
Belvedere Trading
1448
Belvedere Trading
Illinois
$134K +$134K +816 New
PPA
1449
Painted Porch Advisors
California
$122K +$122K +741 New
CFO
1450
CVA Family Office
Colorado
$117K +$1.97K +12 +2%