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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 %
IWA
301
IBEX Wealth Advisors
New Jersey
$3.94M +$575K +3,835 +17%
CG
302
Cutler Group
California
$3.93M +$2.73M +18,200 +226%
AMC
303
Asset Management Corp
Illinois
$3.92M -$95.6K -638 -2%
OCM
304
Orion Capital Management
California
$3.91M +$3K +20 +0.1%
APW
305
Acima Private Wealth
Virginia
$3.89M +$2.1K +14 +0.1%
WWM
306
Windsor Wealth Management
Indiana
$3.88M +$1.39M +9,123 +56%
CWM
307
Cabot Wealth Management
Massachusetts
$3.88M +$397K +2,653 +11%
S
308
SimplyRich
California
$3.87M +$3.87M +25,864 New
FAM
309
Formidable Asset Management
Ohio
$3.84M -$2.33M -15,520 -38%
NEGWA
310
New England Guild Wealth Advisors
Connecticut
$3.83M +$473K +3,159 +14%
FP
311
Fiduciary Planning
Florida
$3.75M +$1.51M +10,098 +68%
CFGS
312
Concourse Financial Group Securities
Alabama
$3.73M +$217K +1,451 +6%
HT
313
Heritage Trust
Oklahoma
$3.7M +$538K +3,590 +17%
HPC
314
HM Payson & Co
Maine
$3.69M -$477K -3,183 -11%
PAM
315
Peak Asset Management
Colorado
$3.68M +$208K +1,388 +6%
KWILP
316
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.63M +$393K +2,621 +12%
RJT
317
Raymond James Trust
Florida
$3.62M -$297K -1,980 -8%
OPCM
318
Osborne Partners Capital Management
California
$3.6M -$264K -1,763 -7%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$3.6M +$2.55K +17 +0.1%
CFA
320
Cahill Financial Advisors
Minnesota
$3.57M -$227K -1,514 -6%
MSAM
321
Moloney Securities Asset Management
Missouri
$3.57M -$2.62M -17,476 -42%
MOS
322
MGO One Seven
Ohio
$3.54M -$8.2K -52 -0.2%
BAM
323
Bruderman Asset Management
New York
$3.54M +$3.54M +23,602 New
WJWM
324
Williams Jones Wealth Management
New York
$3.53M -$324K -2,160 -8%
AIC
325
Ameritas Investment Company
Nebraska
$3.53M +$3.01M +20,068 +579%