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Invesco S&P 500 Equal Weight ETF

995 hedge funds and large institutions have $16.8B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 402 increasing their positions, 315 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+16
Holders Change %
+1.63%
% of All Funds
17.47%
Holding in Top 10
116
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.5%
% of All Funds
2.04%
New
77
Increased
402
Reduced
315
Closed
46
Calls
$74.3M
Puts
$217M
Net Calls
-$143M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
226
Roundview Capital
New Jersey
$6.1M +$150K +1,000 +3%
AWA
227
ARQ Wealth Advisors
Arizona
$6.05M +$2.27M +15,161 +60%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$6.01M +$522K +3,486 +10%
PSUF
229
People's United Financial
Connecticut
$6M +$286K +1,907 +5%
Millennium Management
230
Millennium Management
New York
$5.99M +$938K +6,263 +19%
FFS
231
Founders Financial Securities
Maryland
$5.96M -$2.05M -13,664 -26%
CS
232
Credit Suisse
Switzerland
$5.83M
SBH
233
Segall Bryant & Hamill
Illinois
$5.83M +$59.6K +398 +1%
AWM
234
Aprio Wealth Management
Georgia
$5.72M +$604K +4,029 +12%
AFS
235
Access Financial Services
Minnesota
$5.7M -$106K -706 -2%
SMC
236
Smith, Moore & Co
Missouri
$5.66M -$4.21M -28,075 -43%
PWM
237
Provident Wealth Management
Tennessee
$5.61M +$122K +816 +2%
WFA
238
Wellspring Financial Advisors
Ohio
$5.56M -$22.2K -148 -0.4%
Principal Financial Group
239
Principal Financial Group
Iowa
$5.54M +$322K +2,150 +6%
TFA
240
Tranquilli Financial Advisor
New Jersey
$5.52M +$384K +2,566 +7%
IF
241
Intrua Financial
Texas
$5.52M +$5.25M +33,542 +1,964%
FRA
242
Frank Rimerman Advisors
California
$5.51M +$21.1K +141 +0.4%
SC
243
Scotia Capital
Ontario, Canada
$5.47M +$360K +2,401 +7%
OWA
244
Outlook Wealth Advisors
Texas
$5.4M -$81.2K -542 -1%
MWM
245
Moulton Wealth Management
Washington
$5.38M +$480K +3,161 +10%
RRA
246
Round Rock Advisors
Connecticut
$5.38M +$4.86M +32,445 +943%
BFPW
247
BOK Financial Private Wealth
Colorado
$5.37M -$186K -1,239 -3%
UBS AM
248
UBS AM
Illinois
$5.36M -$10.1M -67,710 -65%
PWM
249
Perigon Wealth Management
California
$5.28M -$25.6K -171 -0.5%
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$5.26M +$431K +2,880 +9%