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Invesco ESG S&P 500 Equal Weight ETF

19 hedge funds and large institutions have $12.5M invested in Invesco ESG S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SA
1
Stewardship Advisors
Pennsylvania
$5.04M 190,543 +190,543 New
MCIA
2
Mountain Capital Investment Advisors
Colorado
$1.26M 46,459 +3,024 +7%
Invesco
3
Invesco
Georgia
$988K 37,351 +37,351 New
TRCT
4
Tower Research Capital (TRC)
New York
$937K 35,419 -7,973 -18%
Citadel Advisors
5
Citadel Advisors
Florida
$848K 32,040 +32,040 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$710K 26,848 +2,225 +9%
HCA
7
Heck Capital Advisors
Wisconsin
$662K 25,038 -255 -1%
Bank of America
8
Bank of America
North Carolina
$614K 23,221
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$412K 15,579 +192 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$353K 13,347 +10,575 +381%
AO
11
Advisor OS
Illinois
$292K 11,034 +586 +6%
MA
12
MJP Associates
Connecticut
$292K 11,034 +586 +6%
William Blair & Company
13
William Blair & Company
Illinois
$63.9K 2,416
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$21K 792
GWANC
15
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.02K 341
ACA
16
Aptus Capital Advisors
Alabama
$9.02K 341
MIA
17
Milestone Investment Advisors
Wisconsin
$2.3K 87
UBS Group
18
UBS Group
Switzerland
$794 30 +30 New
Morgan Stanley
19
Morgan Stanley
New York
$47 1 -13 -93%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-7,790 Closed
VAMG
21
Voisard Asset Management Group
Michigan
-3,695 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama