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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 %
WAOI
176
Wealth Advisors of Iowa
Iowa
$15.2M +$15.2M +107,463 New
CIBC World Market
177
CIBC World Market
Ontario, Canada
$15.1M +$1.94M +13,677 +15%
MNG
178
Manning & Napier Group
New York
$15M -$15.1M
HIIFS
179
Harel Insurance Investments & Financial Services
Israel
$14.9M -$1.34M -9,462 -8%
ET
180
Equitable Trust
Tennessee
$14.7M +$3.59M +25,315 +32%
SCM
181
Sterneck Capital Management
Missouri
$14.6M -$805K -5,680 -5%
RCA
182
Riverview Capital Advisers
Massachusetts
$14.5M +$6.38K +45 +0%
BAAM
183
Baker Avenue Asset Management
California
$14.5M +$406K +2,865 +3%
LC
184
LTG Capital
Massachusetts
$14.4M -$9.35K -66 -0.1%
WCM
185
WealthBridge Capital Management
Ohio
$14.4M +$601K +4,242 +4%
SS
186
Simplicity Solutions
Minnesota
$14.3M -$92.2K -651 -0.6%
MGIA
187
Matthew Goff Investment Advisor
Texas
$14.3M +$15.6K +110 +0.1%
NECFA
188
New England Capital Financial Advisors
Connecticut
$14.2M +$14.2M +100,298 New
CWM
189
Compass Wealth Management
Connecticut
$14.1M +$522K +3,682 +4%
VRM
190
Vectors Research Management
New York
$14.1M -$1.81M -13,108 -11%
VDI
191
Vaughan David Investments
Illinois
$14M +$808K +5,700 +6%
DBIA
192
Dumont & Blake Investment Advisors
New Jersey
$13.9M +$41.8K +295 +0.3%
NYLIM
193
New York Life Investment Management
New York
$13.9M +$5.1M +36,011 +58%
TAM
194
Titleist Asset Management
Texas
$13.7M +$448K +3,163 +3%
HTC
195
Haverford Trust Company
Pennsylvania
$13.5M -$3.08M -21,740 -19%
Jane Street
196
Jane Street
New York
$13.5M -$44.7M -315,191 -77%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$13.4M +$532K +3,755 +4%
BFG
198
Bleakley Financial Group
New Jersey
$13M -$58.8K -415 -0.4%
PC
199
Port Capital
Illinois
$12.9M -$261K -1,840 -2%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$1.3M +9,151 +11%