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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 %
DCM
1551
Davis Capital Management
Florida
$11.4K -$24.4K -150 -68%
JWM
1552
Janiczek Wealth Management
Colorado
$10.5K
HCM
1553
Horrell Capital Management
Arkansas
$10K
SIC
1554
SJS Investment Consulting
Ohio
$9.2K
AWM
1555
Aspire Wealth Management
Massachusetts
$9.04K
PWMG
1556
Prestige Wealth Management Group
New Jersey
$9.01K
CMP
1557
Coston McIsaac & Partners
Maine
$9K +$2.41K +15 +37%
PO
1558
Private Ocean
California
$8.05K +$8.05K +49 New
PWA
1559
Provenance Wealth Advisors
Florida
$7.72K
CFFP
1560
Center for Financial Planning
Michigan
$6.97K
GJWM
1561
Gilliland Jeter Wealth Management
Arkansas
$6.9K +$6.9K +42 New
DPW
1562
DiNuzzo Private Wealth
Pennsylvania
$6.74K
AFWM
1563
Abich Financial Wealth Management
Virginia
$6.74K +$6.74K +41 New
PMFA
1564
Plante Moran Financial Advisors
Michigan
$6.57K
SCA
1565
Stuart Chaussee & Associates
California
$5.91K
ME
1566
McIlrath & Eck
Washington
$5.91K
PFA
1567
Pathway Financial Advisers
Indiana
$5.77K +$3.69K +23 +177%
LWA
1568
Lowe Wealth Advisors
Maryland
$5.75K +$821 +5 +17%
BHWM
1569
Bay Harbor Wealth Management
Maryland
$5.42K -$821 -5 -13%
CPG
1570
Cornerstone Planning Group
New Jersey
$5.07K +$2.22K +14 +78%
AIA
1571
Armor Investment Advisors
North Carolina
$4.93K +$1.31K +8 +36%
VWA
1572
Valued Wealth Advisors
Utah
$4.44K +$4.44K +27 New
TCG
1573
Transcendent Capital Group
Oklahoma
$3.61K
CAM
1574
Costello Asset Management
Pennsylvania
$3.61K +$3.61K +22 New
GWSA
1575
Global Wealth Strategies & Associates
Colorado
$3.61K +$3.61K +22 New