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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 %
CC
201
Courier Capital
New York
$12.9M -$1.54M -10,881 -11%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$12.8M -$1.58M -11,375 -11%
COI
203
Connable Office Inc
Michigan
$12.7M +$3.81M +26,859 +43%
CM
204
Churchill Management
California
$12.5M -$1.97M -13,909 -14%
AWS
205
Atria Wealth Solutions
New York
$12.5M +$1.13M +8,010 +10%
CW
206
Connectus Wealth
Ohio
$12.3M +$11.9M +84,056 +3,488%
CWAG
207
Compton Wealth Advisory Group
Virginia
$12.1M -$144K -1,013 -1%
TPW
208
Tiller Private Wealth
Pennsylvania
$12M +$453K +3,198 +4%
LFP
209
Lakeshore Financial Planning
Michigan
$12M +$12M +84,593 New
CAL
210
Capital Advisors Ltd
Ohio
$12M +$62.9K +444 +0.5%
RFP
211
Roth Financial Partners
Texas
$11.8M +$24.8K +175 +0.2%
N
212
Natixis
France
$11.8M -$114K -802 -1%
DC
213
Davenport & Co
Virginia
$11.8M +$312K +2,201 +3%
FFG
214
Frisch Financial Group
New York
$11.6M +$4.22M +29,796 +57%
FA
215
Fagan Associates
New York
$11.4M +$116K +818 +1%
CCA
216
Cadent Capital Advisors
Oklahoma
$11.2M +$11.2M +78,806 New
ST
217
Sageworth Trust
Pennsylvania
$11M +$11M +77,906 New
NEPWA
218
New England Private Wealth Advisors
Massachusetts
$11M -$114K -800 -1%
SAA
219
Southeast Asset Advisors
Georgia
$11M +$1.18M +8,339 +12%
SHJ
220
Sharkey, Howes & Javer
Colorado
$10.9M +$10.1M +71,238 +1,195%
SWM
221
Sugarloaf Wealth Management
Georgia
$10.9M +$9.56M +67,482 +708%
FWP
222
FAS Wealth Partners
Kansas
$10.9M -$303K -2,139 -3%
TWM
223
TMD Wealth Management
Arizona
$10.7M -$3.84M -27,105 -26%
DAM
224
Derbend Asset Management
Georgia
$10.7M -$8.71M -61,478 -45%
CCS
225
Concentric Capital Strategies
Connecticut
$10.6M -$2.13M -15,000 -17%