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Invesco S&P 500 Equal Weight ETF

1,888 hedge funds and large institutions have $53.2B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 816 increasing their positions, 495 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,888
Holders Change
+209
Holders Change %
+12.45%
% of All Funds
25.13%
Holding in Top 10
253
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.96%
% of All Funds
3.37%
New
335
Increased
816
Reduced
495
Closed
97
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
1551
Tyche Wealth Partners
Texas
$323K +$5.43K +31 +2%
GAM
1552
GEM Asset Management
Michigan
$322K +$34.2K +195 +12%
LA
1553
Legacy Advisors
Pennsylvania
$321K
W
1554
WPWealth
Texas
$321K -$41.9K -239 -12%
MJRIC
1555
Mogy Joel R Investment Counsel
California
$321K
TPBG
1556
Turning Point Benefit Group
Maryland
$320K +$320K +1,832 New
DSC
1557
Duncker Streett & Co
Missouri
$320K +$116K +662 +57%
VFPW
1558
Vantage Financial Partners (Wisconsin)
Wisconsin
$319K -$1.93K -11 -0.6%
FPGT
1559
Financial Partners Group (Tennessee)
Tennessee
$318K -$3.33K -19 -1%
AFC
1560
AFT Forsyth & Company
Florida
$315K -$8.06K -46 -2%
HSWS
1561
Higgins & Schmidt Wealth Strategies
Colorado
$315K -$32.2K -184 -9%
Luther King Capital Management (LKCM)
1562
Luther King Capital Management (LKCM)
Texas
$314K -$321K
CPL
1563
CAP Partners LLC
Tennessee
$314K
HFA
1564
High Falls Advisors
New York
$313K +$876 +5 +0.3%
SI
1565
Saxon Interests
Texas
$312K +$90.2K +515 +41%
UAG
1566
United Advisor Group
Ohio
$310K -$44.5K -254 -13%
KMC
1567
Kirr Marbach & Co
Indiana
$307K
PRS
1568
Pinkerton Retirement Specialists
Idaho
$303K
BSWM
1569
Boston Standard Wealth Management
Massachusetts
$300K +$10.7K +61 +4%
OAJ
1570
Ogorek Anthony Joseph
New York
$300K +$273K +1,562 +1,021%
KJHP
1571
K.J. Harrison & Partners
Ontario, Canada
$300K -$68.1K -390 -19%
GGS
1572
Galvin Gaustad & Stein
Arizona
$299K +$701 +4 +0.2%
Chevy Chase Trust
1573
Chevy Chase Trust
Maryland
$299K +$66.6K +380 +29%
BHWM
1574
Bar Harbor Wealth Management
New Hampshire
$299K +$26.3K +150 +10%
TIM
1575
Tortoise Investment Management
New York
$298K