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Invesco S&P 500 Equal Weight ETF

1,208 hedge funds and large institutions have $19.6B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 503 increasing their positions, 394 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+20
Holders Change %
+1.68%
% of All Funds
19.33%
Holding in Top 10
146
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.67%
% of All Funds
2.34%
New
121
Increased
503
Reduced
394
Closed
82
Calls
$83.2M
Puts
$90.2M
Net Calls
-$6.95M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
201
Money Concepts Capital
Florida
$10.4M +$8.99M +708,876 +640%
ACA
202
Aptus Capital Advisors
Alabama
$10.3M +$8.93M +61,734 +636%
PWS
203
Paragon Wealth Strategies
Florida
$10.3M +$10.3M +71,057 New
CIA
204
Capital Investment Advisors
Georgia
$10.2M -$127K -877 -1%
RA
205
Riversedge Advisors
Delaware
$10.2M +$2.5M +17,287 +32%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$10.2M -$5.92M -40,912 -37%
VWA
207
V Wealth Advisors
Kansas
$10.2M +$1.66M +11,507 +20%
GT
208
Greenleaf Trust
Michigan
$10.1M
GEA
209
Glen Eagle Advisors
New Jersey
$10M -$641K -4,433 -6%
CWP
210
Curated Wealth Partners
California
$9.86M +$6.96M +48,143 +240%
JBA
211
Johnson Bixby & Associates
Washington
$9.81M -$110K -761 -1%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$9.79M -$117K -812 -1%
TMWM
213
Taylor & Morgan Wealth Management
Michigan
$9.69M -$306K -2,119 -3%
EFS
214
Essex Financial Services
Connecticut
$9.61M +$610K +4,220 +7%
MSWM
215
Mader & Shannon Wealth Management
Missouri
$9.41M -$893K -6,173 -9%
BCG
216
Breakwater Capital Group
New Jersey
$9.35M +$850K +5,880 +10%
PSCM
217
Per Stirling Capital Management
Texas
$9.07M +$6.89M +47,615 +315%
WC
218
Waterloo Capital
Texas
$9.04M +$9.04M +62,526 New
VFM
219
Valley Financial Management
New York
$8.93M -$1.64M -11,344 -16%
AWA
220
Amplius Wealth Advisors
Pennsylvania
$8.83M +$132K +910 +2%
MAWA
221
Moss Adams Wealth Advisors
Washington
$8.83M -$109K -751 -1%
DAM
222
Derbend Asset Management
Georgia
$8.69M +$137K +947 +2%
KWA
223
Kellett Wealth Advisors
Ohio
$8.68M +$325K +2,247 +4%
RRA
224
Round Rock Advisors
Connecticut
$8.57M +$384K +2,653 +5%
HWM
225
Horizon Wealth Management
Illinois
$8.55M -$932K -6,444 -10%