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Invesco S&P 500 Equal Weight ETF

1,188 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 345 reducing their positions, and 56 closing their positions.

Holders
1,188
Holders Change
+112
Holders Change %
+10.41%
% of All Funds
19.17%
Holding in Top 10
150
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.11%
% of All Funds
2.42%
New
185
Increased
464
Reduced
345
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Market Value Shares Shares
Change
Shares
Change %
GT
201
Greenleaf Trust
Michigan
$9.84M 69,639
TMWM
202
Taylor & Morgan Wealth Management
Michigan
$9.76M 69,121 -2,028 -3%
JBA
203
Johnson Bixby & Associates
Washington
$9.69M 68,625 -3,232 -4%
LWM
204
Ledge Wealth Management
Minnesota
$9.68M 68,538 +5,755 +9%
FANJ
205
Financial Architects (New Jersey)
New Jersey
$9.68M 68,523 -782 -1%
HWM
206
Horizon Wealth Management
Illinois
$9.26M 65,538 -60,405 -48%
CWA
207
Continuum Wealth Advisors
New York
$9.2M 65,128 +65,128 New
DADC
208
D.A. Davidson & Co
Montana
$9.13M 64,618 +13,466 +26%
IWA
209
IBEX Wealth Advisors
New Jersey
$8.94M 63,313 +41,440 +189%
CWA
210
Clarus Wealth Advisors
Arizona
$8.91M 60,878 +15,465 +34%
EFS
211
Essex Financial Services
Connecticut
$8.79M 62,204 +5,695 +10%
TAM
212
Tucker Asset Management
Colorado
$8.76M 61,787 +13,226 +27%
MAWA
213
Moss Adams Wealth Advisors
Washington
$8.73M 61,829 +61,829 New
RWA
214
Redmont Wealth Advisors
Illinois
$8.67M 61,384 -343 -0.6%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$8.59M 60,778 -804 -1%
AWA
216
Amplius Wealth Advisors
Pennsylvania
$8.5M 60,177 -195,668 -76%
DAM
217
Derbend Asset Management
Georgia
$8.36M 59,161 +2,900 +5%
VWA
218
V Wealth Advisors
Kansas
$8.3M 58,795 +7,903 +16%
BCG
219
Breakwater Capital Group
New Jersey
$8.3M 58,741 +58,741 New
KWA
220
Kellett Wealth Advisors
Ohio
$8.16M 57,758 +57,758 New
ET
221
Equitable Trust
Tennessee
$8.07M 57,101 +32,330 +131%
GSIAS
222
Garden State Investment Advisory Services
New Jersey
$8.03M 56,853 +56,853 New
NA
223
NewEdge Advisors
Louisiana
$8.01M 163,056 +3,388 +2%
FEG
224
Financial Enhancement Group
Indiana
$8M 52,652 +52,652 New
RRA
225
Round Rock Advisors
Connecticut
$7.99M 56,590 +1,693 +3%