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Invesco S&P 500 Equal Weight Technology ETF

379 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Equal Weight Technology ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
5.51%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
37
Increased
125
Reduced
110
Closed
27
Calls
$169K
Puts
$260K
Net Calls
-$91K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
KA
176
Kovack Advisors
Florida
$681K +$681K +18,570 New
P
177
&Partners
Tennessee
$672K +$672K +18,333 New
BFG
178
Berger Financial Group
Minnesota
$671K
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$657K -$76.3K -2,035 -10%
SIC
180
SFE Investment Counsel
California
$655K -$31.1K -847 -5%
TFS
181
Thoroughbred Financial Services
Tennessee
$645K +$293 +8 +0%
OHWA
182
Oak Hill Wealth Advisors
Virginia
$634K +$634K +17,300 New
KFA
183
Kapstone Financial Advisors
Ohio
$633K
Fisher Asset Management
184
Fisher Asset Management
Washington
$625K +$188K +5,119 +43%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$614K +$614K +16,761 New
CIC
186
Carnegie Investment Counsel
Ohio
$610K +$26.3K +718 +5%
IA
187
IFP Advisors
Florida
$599K
CSPAM
188
Cary Street Partners Asset Management
Virginia
$597K +$1.65K +45 +0.3%
KFS
189
Kaizen Financial Strategies
California
$594K
HNB
190
Huntington National Bank
Ohio
$591K -$567K
CCA
191
Clearwater Capital Advisors
Illinois
$588K -$3.67K -100 -0.6%
HWM
192
HB Wealth Management
Georgia
$582K +$147 +4 +0%
Citigroup
193
Citigroup
New York
$574K +$47.3K +1,289 +9%
TFA
194
Trinity Financial Advisors
Ohio
$570K +$570K +15,550 New
MCM
195
MAI Capital Management
Ohio
$561K +$37 +1 +0%
AWM
196
Axxcess Wealth Management
California
$550K
FNBT
197
FineMark National Bank & Trust
Florida
$538K +$538K +14,686 New
MWM
198
Mission Wealth Management
California
$532K
KWM
199
Kaydan Wealth Management
Michigan
$523K -$47.3K -1,290 -8%
DADC
200
D.A. Davidson & Co
Montana
$520K -$24.1K -658 -4%