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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 %
ERWM
126
Elk River Wealth Management
Colorado
$30.9M +$590K +3,594 +2%
SFP
127
Shepherd Financial Partners
Massachusetts
$30.9M -$7.47M -45,485 -19%
Creative Planning
128
Creative Planning
Kansas
$30.3M -$538K -3,277 -2%
AT
129
Arvest Trust
Oklahoma
$30.1M -$497K -3,027 -2%
MNA
130
Manning & Napier Advisors
New York
$29.5M +$29.5M +179,738 New
SRC
131
Shufro Rose & Co
New York
$28.8M -$11.9M -72,234 -29%
MA
132
Montag & Associates
Georgia
$28.7M -$1.23M -7,500 -4%
IWC
133
Integrated Wealth Concepts
Massachusetts
$28.5M +$8.22M +50,009 +40%
SCM
134
Steele Capital Management
Iowa
$28.3M +$1.57M +9,534 +6%
CC
135
Courier Capital
New York
$27.8M -$4.78M -29,118 -15%
MM
136
Main Management
California
$27.8M -$371K -2,256 -1%
VCM
137
Virtue Capital Management
Tennessee
$27.4M -$1.29M -7,643 -5%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$27.3M -$56.1M -341,507 -67%
SCM
139
Sebold Capital Management
Illinois
$27.1M -$126K -765 -0.5%
DIP
140
Davis Investment Partners
North Carolina
$27.1M +$444K +2,636 +2%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$27M -$3.77M -22,769 -12%
GC
142
Gillson Capital
Illinois
$26.9M -$19.9M -121,100 -42%
SFA
143
Sequoia Financial Advisors
Ohio
$26.8M -$822K -5,001 -3%
AWA
144
Arete Wealth Advisors
Illinois
$26.5M -$11.3M -68,867 -30%
BPA
145
Beacon Pointe Advisors
California
$25.9M -$1.09M -6,645 -4%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$25.8M -$14.6M -88,826 -36%
TWM
147
Tradition Wealth Management
Minnesota
$25.7M -$631K -3,839 -2%
AWM
148
Activest Wealth Management
Florida
$25.6M +$1.83M +11,112 +8%
FHA
149
First Horizon Advisors
Tennessee
$25.5M +$721K +4,386 +3%
AO
150
Advisor OS
Illinois
$25.2M +$1.55M +9,418 +7%