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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 %
FG
1801
Fairman Group
Pennsylvania
$36.2K
WSC
1802
Wellington Shields & Co
New York
$36K -$52.3K -299 -59%
NMG
1803
New Millennium Group
Utah
$35.2K +$35.2K +201 New
MFS
1804
Mattson Financial Services
Michigan
$34.8K +$34.8K +194 New
DFA
1805
DHJJ Financial Advisors
Illinois
$33.9K
RF
1806
Roxbury Financial
New Jersey
$33.8K +$33.8K +180 New
CAM
1807
Creekmur Asset Management
Illinois
$33.3K
FPF
1808
First Pacific Financial
Washington
$33.3K +$33.3K +190 New
FP
1809
Financial Perspectives
Minnesota
$32.4K
CNBTD
1810
Citizens National Bank Trust Department
Mississippi
$32.4K
HWM
1811
Hemington Wealth Management
Virginia
$32K +$14.6K +84 +84%
BA
1812
Bristlecone Advisors
Washington
$31.9K
JGCM
1813
Joseph Group Capital Management
Ohio
$29.3K +$29.3K +167 New
BGWM
1814
Bridge Generations Wealth Management
Florida
$29.1K +$29.1K +166 New
YDMI
1815
Y.D. More Investments
Israel
$28.9K
CSC
1816
Caldwell Sutter Capital
California
$28.2K
CFG
1817
Cambridge Financial Group
Ohio
$28K +$28K +160 New
FIA
1818
FPC Investment Advisory
California
$27.5K +$27.5K +152 New
VanEck Associates
1819
VanEck Associates
New York
$27K +$13.9K +78 +105%
EB
1820
Eastern Bank
Massachusetts
$27K
FRA
1821
Front Row Advisors
California
$26.3K
PGAM
1822
Princeton Global Asset Management
New Jersey
$25.6K
SIC
1823
SJS Investment Consulting
Ohio
$25.2K +$15.4K +88 +157%
HDIM
1824
Hanson & Doremus Investment Management
Vermont
$25K
B
1825
Birchbrook
Maine
$24.4K