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Invesco S&P 500 Equal Weight ETF

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Market Value Shares Shares
Change
Shares
Change %
9WM
151
9258 Wealth Management
Ohio
$13.4M 95,117 +32,720 +52%
TWP
152
Transparent Wealth Partners
Arkansas
$13.4M 94,653 +20,281 +27%
WCM
153
WealthBridge Capital Management
Ohio
$13.3M 94,051 +9,544 +11%
DBIA
154
Dumont & Blake Investment Advisors
New Jersey
$13.2M 93,272 -1,096 -1%
VDI
155
Vaughan David Investments
Illinois
$13.1M 92,957 +3,800 +4%
PFO
156
Pathstone Family Office
New Jersey
$13M 101,298 -52,050 -34%
JFG
157
Jefferies Financial Group
New York
$12.9M 91,278 +91,278 New
PA
158
Pinnacle Associates
New York
$12.8M 90,850 -542 -0.6%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$12.7M 90,132 +6,491 +8%
CWM
160
Compass Wealth Management
Connecticut
$12.5M 88,756 +88,756 New
GWM
161
Geneos Wealth Management
Colorado
$12.5M 88,641 +6,160 +7%
SBL
162
Sargent Bickham Lagudis
Colorado
$12.4M 88,078 +21,369 +32%
BPWM
163
Badgley Phelps Wealth Managers
Washington
$12.4M 87,837 -11,650 -12%
MGIA
164
Matthew Goff Investment Advisor
Texas
$12.4M 87,633 +1,121 +1%
FAIM
165
Financial Advocates Investment Management
Washington
$12.3M 87,065 -18,496 -18%
FSC
166
Full Sail Capital
Oklahoma
$12.2M 86,597 -4,229 -5%
PCWA
167
Pacific Capital Wealth Advisors
California
$11.9M 84,524 +84,524 New
Citadel Advisors
168
Citadel Advisors
Florida
$11.9M 84,080 +27,394 +48%
FA
169
Fagan Associates
New York
$11.9M 83,904 -6,367 -7%
CAL
170
Capital Advisors Ltd
Ohio
$11.7M 83,000 +925 +1%
N
171
Natixis
France
$11.6M 82,218 +82,218 New
BMCM
172
Bryn Mawr Capital Management
Pennsylvania
$11.5M 81,627 +5,828 +8%
BFG
173
Bleakley Financial Group
New Jersey
$11.5M 81,512 +81,512 New
CIBC World Market
174
CIBC World Market
Ontario, Canada
$11.5M 81,223 +11,328 +16%
RFP
175
Roth Financial Partners
Texas
$11.3M 80,229 +3,404 +4%