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Invesco S&P 500 Equal Weight ETF

1,679 hedge funds and large institutions have $40.8B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 767 increasing their positions, 479 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
+97
Holders Change %
+6.13%
% of All Funds
24.29%
Holding in Top 10
228
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.74%
% of All Funds
3.3%
New
210
Increased
767
Reduced
479
Closed
85
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
126
Howard Financial Services
Texas
$36.6M -$482K -2,693 -1%
EWA
127
Exencial Wealth Advisors
Oklahoma
$36.4M +$693K +3,868 +2%
VC
128
Vicus Capital
Pennsylvania
$35.8M -$330K -1,843 -0.9%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$35.7M +$6.56M +36,648 +22%
CIA
130
Choate Investment Advisors
Massachusetts
$35.5M -$174M -971,955 -83%
WMG
131
WESCAP Management Group
California
$35.4M +$714K +3,987 +2%
CC
132
Courier Capital
New York
$34.7M +$4.44M +24,799 +15%
ERWM
133
Elk River Wealth Management
Colorado
$34.4M +$692K +3,864 +2%
SFP
134
Shepherd Financial Partners
Massachusetts
$33.8M +$57.5K +321 +0.2%
TAM
135
Tucker Asset Management
Colorado
$33.7M -$2.75M -15,342 -8%
Creative Planning
136
Creative Planning
Kansas
$32.7M -$323K -1,803 -1%
MNA
137
Manning & Napier Advisors
New York
$32.5M +$298K +1,664 +0.9%
EAM
138
Erste Asset Management
Austria
$32.3M +$27.8M +155,360 +628%
GC
139
Grimes & Company
Massachusetts
$31.9M -$11.2M -62,309 -26%
MWM
140
Moran Wealth Management
Florida
$31.8M +$14M +78,089 +79%
MA
141
Montag & Associates
Georgia
$31.7M +$420K +2,342 +1%
ABTD
142
Arvest Bank Trust Division
Oklahoma
$31.7M +$31.7M +177,007 New
SPIA
143
Steward Partners Investment Advisory
New York
$31.5M +$3.94M +22,017 +14%
SCM
144
Steele Capital Management
Iowa
$31.2M +$328K +1,828 +1%
IWC
145
Integrated Wealth Concepts
Massachusetts
$31.1M +$29.2K +163 +0.1%
MWPCG
146
Measured Wealth Private Client Group
New Hampshire
$30.6M +$30.6M +170,790 New
MM
147
Main Management
California
$30.4M +$118K +659 +0.4%
FWTB
148
First Western Trust Bank
Colorado
$30.3M +$30.3M +169,069 New
BPA
149
Beacon Pointe Advisors
California
$29.3M +$1.04M +5,817 +4%
FHA
150
First Horizon Advisors
Tennessee
$29.2M +$1.45M +8,104 +5%