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Invesco S&P 500 Equal Weight ETF

1,281 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 482 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+73
Holders Change %
+6.04%
% of All Funds
20.2%
Holding in Top 10
148
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.37%
% of All Funds
2.33%
New
169
Increased
482
Reduced
449
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
201
FAS Wealth Partners
Kansas
$11.8M -$665K -4,443 -5%
KWM
202
Keebeck Wealth Management
Illinois
$11.8M
Lido Advisors
203
Lido Advisors
California
$11.8M -$1.07M -7,178 -8%
NEPWA
204
New England Private Wealth Advisors
Massachusetts
$11.7M -$248K -1,656 -2%
ET
205
Equitable Trust
Tennessee
$11.7M +$439K +2,934 +4%
VWA
206
V Wealth Advisors
Kansas
$11.2M +$717K +4,790 +7%
KCPG
207
Kavar Capital Partners Group
Kansas
$11.2M -$136K -911 -1%
TC
208
Trilogy Capital
California
$11.2M +$8.45M +54,831 +312%
FFN
209
Focus Financial Network
Minnesota
$11.1M -$499K -3,335 -4%
NWM
210
NEIRG Wealth Management
Massachusetts
$11M -$9.55M -63,832 -46%
NCMW
211
Northern Capital Management (Washington)
Washington
$10.9M -$2.7M -18,027 -20%
GWM
212
Geneos Wealth Management
Colorado
$10.7M +$3.9M +26,060 +57%
KFGK
213
Keystone Financial Group (Kentucky)
Kentucky
$10.6M +$10.6M +71,139 New
US Bancorp
214
US Bancorp
Minnesota
$10.6M -$343M -2,294,699 -97%
AWM
215
Axxcess Wealth Management
California
$10.6M +$6.27M +41,877 +145%
APWA
216
Atlas Private Wealth Advisors
New Jersey
$10.5M +$8.44M +56,378 +408%
GT
217
Greenleaf Trust
Michigan
$10.4M
CWP
218
Curated Wealth Partners
California
$10.4M +$206K +1,379 +2%
SAA
219
Southeast Asset Advisors
Georgia
$10.3M +$2.81M +18,784 +37%
GEA
220
Glen Eagle Advisors
New Jersey
$10.2M -$141K -944 -1%
BCG
221
Breakwater Capital Group
New Jersey
$10.2M +$510K +3,405 +5%
MSWM
222
Mader & Shannon Wealth Management
Missouri
$10.1M +$411K +2,744 +4%
EFS
223
Essex Financial Services
Connecticut
$10.1M +$196K +1,310 +2%
FANJ
224
Financial Architects (New Jersey)
New Jersey
$9.91M -$224K -1,497 -2%
LNC
225
Lincoln National Corp
Pennsylvania
$9.89M -$1.35M -9,028 -12%