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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 %
SPIA
151
Steward Partners Investment Advisory
New York
$25.2M -$152K -923 -0.6%
SIM
152
Stratos Investment Management
Ohio
$24.7M +$1.24M +7,530 +5%
SWA
153
Sightline Wealth Advisors
Connecticut
$24.7M -$357K -2,174 -1%
PTC
154
Petrus Trust Company
Texas
$24.4M
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$24.2M +$513K +3,122 +2%
WHG
156
Westwood Holdings Group
Texas
$24.2M -$119M -724,100 -83%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$24.2M -$1.31M -7,953 -5%
MCC
158
Money Concepts Capital
Florida
$23.9M +$4.09M +24,900 +21%
DADC
159
D.A. Davidson & Co
Montana
$23.7M -$2.47M -15,005 -9%
Millennium Management
160
Millennium Management
New York
$23.6M +$13.3M +80,842 +128%
MFG
161
Mendota Financial Group
Wisconsin
$22.9M +$702K +4,271 +3%
BFA
162
BBJS Financial Advisors
Washington
$22.6M +$13.3M +80,992 +143%
PA
163
Pinnacle Associates
New York
$22.4M +$1.23M +7,487 +6%
JGIA
164
Jackson Grant Investment Advisers
Connecticut
$22.4M +$999K +6,084 +5%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$22.4M -$2.2M -13,422 -9%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$22M +$8.36M +50,986 +61%
KWAG
167
Kiely Wealth Advisory Group
North Carolina
$21.8M +$329K +1,981 +2%
OIA
168
OneDigital Investment Advisors
Kansas
$21.3M +$1.69M +10,270 +9%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$21.1M +$7.35M +44,768 +53%
FEG
170
Financial Enhancement Group
Indiana
$21.1M +$21.1M +124,369 New
AAS
171
Avantax Advisory Services
Texas
$21.1M -$804K -4,894 -4%
CHJWM
172
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.8M -$9.39K -55 -0%
WFL
173
Wealth Forward LLC
North Dakota
$20.7M +$50.1K +305 +0.2%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$20.6M -$31M -188,567 -60%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5M -$236K -1,435 -1%