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Invesco S&P 500 Equal Weight ETF

1,324 hedge funds and large institutions have $24.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 411 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+43
Holders Change %
+3.36%
% of All Funds
21.11%
Holding in Top 10
155
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.73%
% of All Funds
2.47%
New
151
Increased
567
Reduced
411
Closed
89
Calls
$106M
Puts
$292M
Net Calls
-$186M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
151
Patton Fund Management
Texas
$18.1M -$1.82M -12,811 -9%
HW
152
Hamilton Wealth
California
$18M +$18M +127,014 New
IA
153
IFP Advisors
Florida
$18M +$4.42M +31,181 +33%
KWM
154
Kaydan Wealth Management
Michigan
$17.9M -$14.1M -99,421 -44%
KHLMVGHM
155
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.8M -$11.3M -78,723 -39%
IWC
156
Integrated Wealth Concepts
Massachusetts
$17.8M +$1.81M +12,801 +11%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$17.4M +$17.4M +122,649 New
CHJWM
158
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17M +$543K +4,006 +3%
Lido Advisors
159
Lido Advisors
California
$16.7M +$5.58M +39,401 +50%
Deutsche Bank
160
Deutsche Bank
Germany
$16.6M -$348K -2,456 -2%
PA
161
Pinnacle Associates
New York
$16.5M +$577K +4,070 +4%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$16.4M -$508K -3,584 -3%
William Blair & Company
163
William Blair & Company
Illinois
$16.4M +$262K +1,847 +2%
MCC
164
Money Concepts Capital
Florida
$16.4M +$4.17M +29,395 +34%
ASN
165
Advisory Services Network
Georgia
$16.1M +$4.63M +32,698 +40%
GIA
166
Gladstone Institutional Advisory
Florida
$16M -$6.67M -47,076 -29%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$16M +$583K +4,112 +4%
NAM
168
NTV Asset Management
West Virginia
$15.8M +$563K +3,976 +4%
SPIA
169
Steward Partners Investment Advisory
New York
$15.7M -$1.53M -10,799 -9%
KC
170
Kadensa Capital
Hong Kong
$15.7M +$12.8M +90,643 +443%
MFG
171
Mendota Financial Group
Wisconsin
$15.6M +$4.07M +28,724 +35%
RA
172
Riversedge Advisors
Delaware
$15.6M +$1.48M +10,444 +11%
AAS
173
Avantax Advisory Services
Texas
$15.5M +$1.19M +8,404 +8%
PTC
174
Petrus Trust Company
Texas
$15.5M +$15.5M +109,373 New
SRC
175
Sage Rhino Capital
California
$15.3M +$160K +1,126 +1%