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Invesco S&P 500 Equal Weight ETF

1,562 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 685 increasing their positions, 488 reducing their positions, and 103 closing their positions.

Holders
1,562
Holders Change
+60
Holders Change %
+3.99%
% of All Funds
22.65%
Holding in Top 10
208
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.48%
% of All Funds
3.02%
New
186
Increased
685
Reduced
488
Closed
103
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.18B 24,685,633 -20,304,411 -45%
Bank of America
2
Bank of America
North Carolina
$3.24B 19,148,693 +3,381,506 +21%
Goldman Sachs
3
Goldman Sachs
New York
$1.34B 7,915,782 +3,117,475 +65%
Truist Financial
4
Truist Financial
North Carolina
$1.24B 7,348,252 -339,189 -4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.2B 7,094,524 +2,328,560 +49%
Wells Fargo
6
Wells Fargo
California
$1.13B 6,644,148 +449,411 +7%
UBS Group
7
UBS Group
Switzerland
$1.09B 6,426,759 +387,276 +6%
Invesco
8
Invesco
Georgia
$1.07B 6,329,682 +944,014 +18%
KeyBank National Association
9
KeyBank National Association
Ohio
$668M 3,942,274 -78,604 -2%
LPL Financial
10
LPL Financial
California
$627M 3,701,630 +308,552 +9%
Ameriprise
11
Ameriprise
Minnesota
$601M 3,539,852 -96,952 -3%
CI
12
Clal Insurance
Israel
$587M 3,463,000 -1,987,000 -36%
CAM
13
Cresset Asset Management
Illinois
$535M 3,157,904 +278,027 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$508M 3,000,050 -106,531 -3%
Citigroup
15
Citigroup
New York
$500M 2,954,599 +136,844 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$471M 2,781,818 +80,781 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$375M 2,213,499 +96,052 +5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$364M 2,149,556 +113,726 +6%
BlackRock
19
BlackRock
New York
$262M 1,549,833 +237,371 +18%
MIH
20
Meitav Investment House
Israel
$247M 1,456,313 +370,386 +34%
RJA
21
Raymond James & Associates
Florida
$245M 1,446,364 -24,916 -2%
LIA
22
LBMC Investment Advisors
Tennessee
$227M 1,340,113 +14,686 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$226M 1,332,809 -228,772 -15%
HighTower Advisors
24
HighTower Advisors
Illinois
$224M 1,324,317 -14,285 -1%
CIA
25
Choate Investment Advisors
Massachusetts
$200M 1,180,262 -9,638 -0.8%