RSP icon

Invesco S&P 500 Equal Weight ETF

1,679 hedge funds and large institutions have $40.8B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 767 increasing their positions, 479 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
+97
Holders Change %
+6.13%
% of All Funds
24.29%
Holding in Top 10
228
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.74%
% of All Funds
3.3%
New
210
Increased
767
Reduced
479
Closed
85
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$29.1M +$12.2M +68,114 +72%
SCM
152
Sebold Capital Management
Illinois
$28.9M -$685K -3,824 -2%
SFA
153
Sequoia Financial Advisors
Ohio
$28.8M -$386K -2,156 -1%
SRC
154
Shufro Rose & Co
New York
$28.8M
AWM
155
Activest Wealth Management
Florida
$28.7M +$728K +4,062 +3%
TC
156
Trilogy Capital
California
$28.7M +$7.27M +40,575 +34%
DIP
157
Davis Investment Partners
North Carolina
$28.1M -$524K -2,945 -2%
SIM
158
Stratos Investment Management
Ohio
$28M +$1.06M +5,927 +4%
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$28M +$1.6M +8,922 +6%
TWM
160
Tradition Wealth Management
Minnesota
$27.9M -$154K -860 -0.5%
AO
161
Advisor OS
Illinois
$27.7M +$141K +785 +0.5%
VCM
162
Virtue Capital Management
Tennessee
$27.6M -$1.31M -7,330 -5%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$27.3M -$800K -4,465 -3%
PTC
164
Petrus Trust Company
Texas
$27.1M +$445K +2,484 +2%
OIA
165
OneDigital Investment Advisors
Kansas
$27M +$3.77M +21,029 +16%
WHG
166
Westwood Holdings Group
Texas
$26.9M +$551K +3,077 +2%
KWM
167
Kaydan Wealth Management
Michigan
$26.6M +$7.29M +40,670 +38%
AWA
168
Arete Wealth Advisors
Illinois
$26.5M -$2.37M -13,277 -8%
SWA
169
Sightline Wealth Advisors
Connecticut
$26.5M -$466K -2,603 -2%
BFA
170
BBJS Financial Advisors
Washington
$26.3M +$1.61M +8,987 +7%
DADC
171
D.A. Davidson & Co
Montana
$26.3M +$435K +2,426 +2%
MCC
172
Money Concepts Capital
Florida
$26.3M +$153K +853 +0.6%
EDRH
173
Edmond de Rothschild Holding
Switzerland
$26.2M +$16.8M +93,927 +180%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$26M -$110M -613,256 -81%
JGIA
175
Jackson Grant Investment Advisers
Connecticut
$25.6M +$1.19M +6,658 +5%