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Invesco S&P 500 Equal Weight Technology ETF

352 hedge funds and large institutions have $2.06B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 19 closing their positions.

Holders
352
Holders Change
+41
Holders Change %
+13.18%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
98
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$419M 12,843,959 -814,045 -6%
RBA
2
Richard Bernstein Advisors
New York
$184M 5,626,642 -447,469 -7%
Ameriprise
3
Ameriprise
Minnesota
$177M 5,424,125 -113,569 -2%
Morgan Stanley
4
Morgan Stanley
New York
$136M 4,165,208 +2,326,868 +127%
Wells Fargo
5
Wells Fargo
California
$63.5M 1,944,334 +39,572 +2%
LPL Financial
6
LPL Financial
California
$61.3M 1,878,919 +49,339 +3%
DIP
7
Davis Investment Partners
North Carolina
$54.6M 1,754,400 -117,491 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$46.1M 1,413,353 +396,888 +39%
PCH
9
PGIM Custom Harvest
New Jersey
$45M 1,379,912 -154,940 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43.9M 1,345,890 +145,600 +12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$42.8M 1,312,162 -5,593 -0.4%
BFG
12
Bouchey Financial Group
New York
$40.8M 1,251,198 +39,651 +3%
UBS Group
13
UBS Group
Switzerland
$40M 1,225,719 +292,119 +31%
Osaic Holdings
14
Osaic Holdings
Arizona
$36.8M 1,128,615 -382,223 -25%
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$32M 980,000
BWFA
16
Baltimore-Washington Financial Advisors
Maryland
$29.7M 910,059 +29,712 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$27.7M 850,117 -62,510 -7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$20.4M 625,755 +263,238 +73%
BAAM
19
Baker Avenue Asset Management
California
$17.2M 525,660 +18,135 +4%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$14.5M 443,991 -13,020 -3%
Goldman Sachs
21
Goldman Sachs
New York
$13.6M 417,756 +256,649 +159%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$13.4M 411,303 +411,303 New
RJA
23
Raymond James & Associates
Florida
$12.5M 383,621 -33,653 -8%
AWM
24
Activest Wealth Management
Florida
$12.2M 375,279 +7,507 +2%
PF
25
Phoenix Financial
Israel
$11.7M 359,761 +15,060 +4%