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Invesco S&P 500 Equal Weight ETF

1,502 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 600 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+178
Holders Change %
+13.44%
% of All Funds
22.02%
Holding in Top 10
201
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.68%
% of All Funds
2.95%
New
289
Increased
600
Reduced
424
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
176
OneDigital Investment Advisors
Kansas
$19M -$6.27M -39,720 -25%
PFM
177
Patton Fund Management
Texas
$19M -$1.2M -7,593 -6%
FPCG
178
Fort Pitt Capital Group
Pennsylvania
$18.9M +$18.9M +120,016 New
AC
179
Albar Capital
United Kingdom
$18.7M +$18.7M +118,226 New
PA
180
Pinnacle Associates
New York
$18.6M +$235K +1,487 +1%
NTIC
181
Napean Trading & Investment Company
Singapore
$18.5M +$18.5M +117,446 New
DWM
182
Dakota Wealth Management
Florida
$18.4M +$8.23M +52,167 +81%
MCC
183
Money Concepts Capital
Florida
$18.1M -$149K -947 -0.8%
Lido Advisors
184
Lido Advisors
California
$17.9M -$724K -4,588 -4%
RCP
185
Rothschild Capital Partners
New York
$17.9M +$17.9M +113,176 New
NAM
186
NTV Asset Management
West Virginia
$17.8M +$216K +1,369 +1%
WAOI
187
Wealth Advisors of Iowa
Iowa
$17.5M +$566K +3,590 +3%
GIA
188
Gladstone Institutional Advisory
Florida
$17.3M -$553K -3,503 -3%
JGCM
189
Joseph Group Capital Management
Ohio
$17.3M +$17.3M +109,388 New
PTC
190
Petrus Trust Company
Texas
$17.3M
DCM
191
Discovery Capital Management
Connecticut
$17.1M +$14.4M +90,975 +526%
BAAM
192
Baker Avenue Asset Management
California
$17.1M +$916K +5,805 +6%
FFG
193
Frisch Financial Group
New York
$17M +$4.12M +26,084 +32%
ET
194
Equitable Trust
Tennessee
$17M +$634K +4,019 +4%
CWM
195
Compass Wealth Management
Connecticut
$17M +$1.26M +8,001 +8%
Corient Private Wealth
196
Corient Private Wealth
Florida
$17M +$3.63M +23,017 +27%
SC
197
Stephenson & Company
California
$16.9M +$16.9M +106,904 New
AI
198
Atria Investments
North Carolina
$16.9M +$7.23M +45,833 +75%
RA
199
Riversedge Advisors
Delaware
$16.8M -$544K -3,445 -3%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$16.7M -$22.6M -143,488 -58%