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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
126
Sebold Capital Management
Illinois
$23M -$450K -3,178 -2%
SFA
127
Sequoia Financial Advisors
Ohio
$22.9M +$298K +2,102 +1%
MA
128
Montag & Associates
Georgia
$22.8M +$2.02M +14,222 +10%
EWA
129
Exencial Wealth Advisors
Oklahoma
$22.8M +$155K +1,093 +0.7%
OIA
130
OneDigital Investment Advisors
Kansas
$22.7M -$709K -5,005 -3%
SWA
131
Sightline Wealth Advisors
Connecticut
$22.6M -$2.59M -18,298 -10%
AWM
132
Activest Wealth Management
Florida
$22.4M +$22.4M +158,111 New
Amundi
133
Amundi
France
$22.3M +$22.3M +159,100 New
AO
134
Advisor OS
Illinois
$22.1M -$23.1M -163,355 -51%
BS
135
Banco Santander
Spain
$21.9M +$14.9M +105,372 +215%
LWM
136
Ledge Wealth Management
Minnesota
$21.8M +$9.61M +67,843 +79%
EDRH
137
Edmond de Rothschild Holding
Switzerland
$21M -$298K -2,101 -1%
DIP
138
Davis Investment Partners
North Carolina
$21M +$51.8K +373 +0.2%
LBC
139
Lowe Brockenbrough & Co
Virginia
$20.5M -$383K -2,702 -2%
AFS
140
Aft Forsyth & Sober
Florida
$20.3M
DADC
141
D.A. Davidson & Co
Montana
$20.3M +$1.89M +13,337 +10%
WAM
142
WFA Asset Management
Wisconsin
$20.3M +$261K +1,839 +1%
JF
143
Joule Financial
Kentucky
$20.2M +$1.84M +12,975 +10%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1M -$1.76M -12,443 -8%
BP
145
BBR Partners
New York
$20M
FHA
146
First Horizon Advisors
Tennessee
$19.7M +$313K +2,207 +2%
TWM
147
Tradition Wealth Management
Minnesota
$19.3M +$5.66M +39,930 +41%
BPA
148
Beacon Pointe Advisors
California
$18.9M +$11.5M +80,997 +155%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$18.6M +$3.12M +22,003 +20%
JGIA
150
Jackson Grant Investment Advisers
Connecticut
$18.2M +$845K +5,964 +5%