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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 %
RA
251
Riversedge Advisors
Delaware
$5.24M +$748K +4,990 +17%
DAS
252
Dynamic Advisor Solutions
Arizona
$5.15M -$28.5K -190 -0.6%
BRWM
253
B. Riley Wealth Management
Tennessee
$5.11M -$2.17M -14,490 -30%
FAG
254
Financial Advisory Group
Texas
$5.11M +$63.7K +425 +1%
ASFA
255
All Season Financial Advisors
Colorado
$5.09M +$2.72M +18,182 +115%
BAS
256
Brown Advisory Securities
Maryland
$5.05M -$494K -3,300 -9%
SAM
257
Strategic Asset Management
Minnesota
$5.05M +$5.05M +32,894 New
AIP
258
Almanack Investment Partners
Pennsylvania
$4.99M +$970K +6,475 +24%
UCFA
259
United Capital Financial Advisors
Texas
$4.98M -$55.3K -369 -1%
SAA
260
Southeast Asset Advisors
Georgia
$4.94M +$64.1K +428 +1%
SW
261
SVB Wealth
Massachusetts
$4.93M -$196K -1,310 -4%
FBB
262
Fulton Breakefield Broenniman
Maryland
$4.92M -$188K -1,256 -4%
CWA
263
Clarus Wealth Advisors
Arizona
$4.9M -$57.1K -376 -1%
WCA
264
Windsor Creek Advisors
Vermont
$4.88M -$959K -6,400 -16%
BRWA
265
B. Riley Wealth Advisors
Florida
$4.87M -$677K -4,518 -12%
AP
266
Advisors Preferred
Maryland
$4.81M -$35M -230,764 -88%
SWM
267
Spire Wealth Management
Virginia
$4.81M +$340K +2,269 +8%
LWM
268
Laidlaw Wealth Management
New York
$4.77M -$106K -707 -2%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$4.68M -$22.9K -153 -0.5%
CFMC
270
Curbstone Financial Management Corp
New Hampshire
$4.66M -$16.5K -110 -0.4%
EWA
271
EP Wealth Advisors
California
$4.64M -$36.1K -241 -0.8%
N
272
Natixis
France
$4.56M -$27.4K -183 -0.6%
RFN
273
RDA Financial Network
Iowa
$4.55M -$280K -1,871 -6%
CWAG
274
Compton Wealth Advisory Group
Virginia
$4.54M +$108K +722 +2%
DWM
275
Defined Wealth Management
Oregon
$4.51M +$40.6K +271 +0.9%