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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 %
MCG
1651
McCollum Christoferson Group
New York
$240K +$240K +1,370 New
GLA
1652
Great Lakes Advisors
Illinois
$240K +$701 +4 +0.3%
CAM
1653
CPA Asset Management
Florida
$239K -$3.68K -21 -2%
WWA
1654
Wisconsin Wealth Advisors
Wisconsin
$237K +$237K +1,352 New
SVWAG
1655
Sound View Wealth Advisors Group
Georgia
$236K +$31.4K +179 +15%
FC
1656
Fairscale Capital
New Hampshire
$236K -$7.36K -42 -3%
AWA
1657
ARQ Wealth Advisors
Arizona
$236K -$4.38K -25 -2%
JSA
1658
Jim Saulnier & Associates
Colorado
$235K +$876 +5 +0.4%
SFA
1659
Spectrum Financial Alliance
Kentucky
$234K
MPM
1660
Meritage Portfolio Management
Kansas
$233K -$7.89K -45 -3%
WWS
1661
Wellington Wealth Strategies
Indiana
$233K -$181K -1,001 -44%
WF
1662
Welch & Forbes
Massachusetts
$233K -$26.3K -150 -10%
KP
1663
Keel Point
Alabama
$233K -$1.52M -8,684 -87%
OWM
1664
OneAscent Wealth Management
Alabama
$232K +$232K +1,324 New
LFASL
1665
Lugano Financial Advisors SA (LFA)
Switzerland
$232K
FCM
1666
Fogel Capital Management
Florida
$231K
SGK
1667
Steigerwald Gordon & Koch
Virginia
$231K +$20.3K +116 +10%
CIA
1668
Cascade Investment Advisors
Oregon
$230K
FA
1669
Fermata Advisors
California
$230K +$701 +4 +0.3%
AWA
1670
Archvest Wealth Advisors
California
$230K -$19.3K -110 -8%
KNW
1671
Kesler Norman & Wride
Utah
$230K -$663K -3,785 -74%
NHC
1672
Nicholas Hoffman & Company
Georgia
$229K
BC
1673
Bricktown Capital
Michigan
$229K
MCI
1674
MRP Capital Investments
Georgia
$228K
BOH
1675
Bank of Hawaii
Hawaii
$228K