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Invesco S&P 500 Equal Weight ETF

1,582 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 656 increasing their positions, 556 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
+20
Holders Change %
+1.28%
% of All Funds
23.01%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
2.87%
New
147
Increased
656
Reduced
556
Closed
101
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
201
Robertson Stephens Wealth Management
California
$17.4M +$697K +4,243 +4%
GEA
202
Glen Eagle Advisors
New Jersey
$17.4M +$3.08M +18,778 +22%
CA
203
Clearstead Advisors
Ohio
$17.4M +$9.21M +56,050 +113%
LBC
204
Lowe Brockenbrough & Co
Virginia
$17.4M -$1.06M -6,457 -6%
IA
205
IFP Advisors
Florida
$17.4M -$55.7K -339 -0.3%
NECFA
206
New England Capital Financial Advisors
Connecticut
$17.3M +$293K +1,781 +2%
SRC
207
Sage Rhino Capital
California
$17M -$174K -1,062 -1%
ET
208
Equitable Trust
Tennessee
$16.8M -$158K -963 -0.9%
SCM
209
Sterneck Capital Management
Missouri
$16.7M +$68.5K +417 +0.4%
VDI
210
Vaughan David Investments
Illinois
$16.7M -$23.8K -145 -0.1%
RRWA
211
Rainey & Randall Wealth Advisors
Florida
$16.6M +$2.23M +13,571 +15%
SAA
212
Southeast Asset Advisors
Georgia
$16.6M +$173K +1,052 +1%
WC
213
Waterloo Capital
Texas
$16.5M +$925K +5,631 +6%
MWM
214
Moran Wealth Management
Florida
$16.3M +$16.3M +99,472 New
NTIC
215
Napean Trading & Investment Company
Singapore
$16.3M +$11.7K +71 +0.1%
AIM
216
Astor Investment Management
Illinois
$16.2M -$2.84M -17,283 -15%
YLHM
217
Yelin Lapidot Holdings Management
Israel
$16M +$2.7M +16,460 +20%
WAAG
218
Wealth Alliance Advisory Group
Kansas
$15.9M +$311K +1,892 +2%
RFP
219
Roth Financial Partners
Texas
$15.8M -$211K -1,283 -1%
CCA
220
Cadent Capital Advisors
Oklahoma
$15.6M -$127K -773 -0.8%
RCA
221
Riverview Capital Advisers
Massachusetts
$15.6M -$60.6K -369 -0.4%
TAM
222
Titleist Asset Management
Texas
$15.6M +$241K +1,465 +2%
WCM
223
WealthBridge Capital Management
Ohio
$15.6M -$216K -1,316 -1%
GIA
224
Gladstone Institutional Advisory
Florida
$15.6M -$968K -5,890 -6%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$15.5M -$5.6M -34,083 -27%