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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 %
OC
201
Oppenheimer & Co
New York
$518K -$144K -3,941 -22%
KCM
202
Kathmere Capital Management
Pennsylvania
$513K
AWA
203
Acorn Wealth Advisors
Michigan
$513K +$550 +15 +0.1%
Financial Engines Advisors
204
Financial Engines Advisors
California
$500K -$18.6K -508 -4%
Northern Trust
205
Northern Trust
Illinois
$498K -$10.4K -284 -2%
LOIP
206
Live Oak Investment Partners
Texas
$497K
CWM
207
Calamos Wealth Management
Illinois
$486K
HAS
208
HBW Advisory Services
California
$476K -$251K -6,852 -35%
VCP
209
Verus Capital Partners
Arizona
$473K +$50.2K +1,369 +12%
CWM
210
Castle Wealth Management
Florida
$462K +$37 +1 +0%
VWM
211
VCI Wealth Management
Missouri
$440K +$150K +4,091 +52%
NP
212
NorthRock Partners
Minnesota
$433K -$33.4K -910 -7%
ACP
213
Aviance Capital Partners
Florida
$423K
RC
214
Rovin Capital
Arizona
$421K -$56K -1,529 -12%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$421K +$166K +4,520 +65%
TW
216
TrinityPoint Wealth
Connecticut
$416K +$13.2K +360 +3%
AC
217
ASB Consultores
Florida
$408K +$12.5K +340 +3%
AA
218
Addison Advisors
Vermont
$404K -$57.2K -1,560 -12%
HTC
219
Haverford Trust Company
Pennsylvania
$403K
PCIA
220
Prime Capital Investment Advisors
Kansas
$400K
BWL
221
Bogart Wealth LLC
Virginia
$399K +$440 +12 +0.1%
FNT
222
First National Trust
Pennsylvania
$397K
ZF
223
Zhang Financial
Michigan
$392K
GT
224
Greenleaf Trust
Michigan
$389K
YDMI
225
Y.D. More Investments
Israel
$385K