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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 %
BTI
1476
Blue Trust Inc
Georgia
$74K
CJ
1477
Caitlin John
Michigan
$73.9K +$985 +6 +1%
LTI
1478
Laffer Tengler Investments
Tennessee
$72.3K
AA
1479
AlphaMark Advisors
Kentucky
$72K -$8.73K -53 -11%
APC
1480
Aspire Private Capital
North Carolina
$72K
GWSG
1481
GPS Wealth Strategies Group
Colorado
$70.7K -$4.77K -29 -6%
CAM
1482
Close Asset Management
United Kingdom
$70K
BIM
1483
Breakwater Investment Management
Washington
$70K
MFA
1484
Morling Financial Advisors
California
$67.2K
MTIC
1485
Missouri Trust & Investment Company
Missouri
$65.2K
CB
1486
Chris Bulman
California
$63.7K +$63.7K +388 New
BCWM
1487
Bartlett & Co Wealth Management
Ohio
$57K +$11K +67 +24%
GJIA
1488
Glass Jacobson Investment Advisors
Maryland
$56.4K +$5.43K +33 +11%
DZ Bank
1489
DZ Bank
Germany
$55.2K -$108K -659 -66%
T
1490
Tidemark
California
$53.9K -$276K -1,682 -84%
AAG
1491
Armstrong Advisory Group
Massachusetts
$53.6K
SWA
1492
SOA Wealth Advisors
New York
$49.8K
KFI
1493
Key Financial Inc
Pennsylvania
$49.1K
GWM
1494
Guardian Wealth Management
Illinois
$48.2K
CAC
1495
Core Alternative Capital
Georgia
$45.2K
PFSC
1496
Peoples Financial Services Corp
Pennsylvania
$45K +$45K +274 New
HGA
1497
Hobbs Group Advisors
South Carolina
$43.2K +$43.2K +263 New
HR
1498
Howe & Rusling
New York
$42.5K +$14.9K +91 +54%
CSWM
1499
Cassady Schiller Wealth Management
Ohio
$42.4K
MA
1500
MCF Advisors
Kentucky
$41.1K