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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 %
AT
126
Arvest Trust
Oklahoma
$29.7M +$19.6K +124 +0.1%
VCM
127
Virtue Capital Management
Tennessee
$29.3M -$26M -167,128 -47%
MA
128
Montag & Associates
Georgia
$28.6M +$3.23M +20,482 +13%
William Blair & Company
129
William Blair & Company
Illinois
$28.6M +$10.3M +65,522 +57%
EWA
130
Exencial Wealth Advisors
Oklahoma
$28.1M +$2.74M +17,390 +11%
RL
131
Retireful LLC
Michigan
$28.1M +$28.1M +177,944 New
SSA
132
Schonfeld Strategic Advisors
New York
$27.3M -$47.5M -300,866 -64%
SFA
133
Sequoia Financial Advisors
Ohio
$27.3M +$1.78M +11,299 +7%
MM
134
Main Management
California
$26.9M +$320K +2,027 +1%
CIAS
135
Capital Investment Advisory Services
North Carolina
$26.3M -$1.76M -11,144 -6%
DCM
136
Dupont Capital Management
Delaware
$26.1M +$26.1M +165,679 New
WI
137
Wintrust Investments
Illinois
$26M +$21.5M +136,388 +477%
SCM
138
Sebold Capital Management
Illinois
$25.9M +$293K +1,859 +1%
NA
139
NewEdge Advisors
Louisiana
$25.5M -$2.75M -17,455 -10%
SWA
140
Sightline Wealth Advisors
Connecticut
$25.2M +$28.6K +181 +0.1%
BPA
141
Beacon Pointe Advisors
California
$24.7M +$3.69M +23,361 +18%
MUAMU
142
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$24.6M +$24.6M +156,000 New
LWM
143
Ledge Wealth Management
Minnesota
$24.6M +$282K +1,789 +1%
KWM
144
Kaydan Wealth Management
Michigan
$24.5M +$4.53M +28,738 +23%
TWM
145
Tradition Wealth Management
Minnesota
$24M +$2.49M +15,799 +12%
AWM
146
Activest Wealth Management
Florida
$23.8M -$1.16M -7,349 -5%
JF
147
Joule Financial
Kentucky
$23.6M +$1.15M +7,293 +5%
DIP
148
Davis Investment Partners
North Carolina
$23.5M +$62.9K +405 +0.3%
FHA
149
First Horizon Advisors
Tennessee
$23.1M +$1.12M +7,106 +5%
SCM
150
Sollinda Capital Management
Florida
$22.8M +$22.8M +144,754 New