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Invesco S&P 500 Equal Weight ETF

1,141 hedge funds and large institutions have $19B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 429 increasing their positions, 308 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+146
Holders Change %
+14.67%
% of All Funds
17.62%
Holding in Top 10
134
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.52%
% of All Funds
2.07%
New
216
Increased
429
Reduced
308
Closed
47
Calls
$88.6M
Puts
$215M
Net Calls
-$127M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
N
301
Natixis
France
$4.9M -$56.1K -345 -1%
NFG
302
Nations Financial Group
Iowa
$4.84M +$219K +1,346 +5%
RFN
303
RDA Financial Network
Iowa
$4.81M -$134K -822 -3%
SWM
304
Spire Wealth Management
Virginia
$4.79M -$438K -2,691 -8%
HWM
305
HB Wealth Management
Georgia
$4.79M +$4.79M +29,415 New
BRWA
306
B. Riley Wealth Advisors
Florida
$4.74M -$549K -3,371 -10%
PCA
307
Peddock Capital Advisors
Massachusetts
$4.73M +$231K +1,419 +5%
TFA
308
Tranquilli Financial Advisor
New Jersey
$4.7M -$1.3M -7,969 -22%
GA
309
Gateway Advisory
New Jersey
$4.7M +$53.4K +328 +1%
AA
310
Ancora Advisors
Ohio
$4.66M -$20.2K -124 -0.4%
CIC
311
Carnegie Investment Counsel
Ohio
$4.64M -$50K -307 -1%
FCM
312
Firestone Capital Management
Florida
$4.64M +$1.41M +8,676 +44%
Renaissance Technologies
313
Renaissance Technologies
New York
$4.62M +$277K +1,700 +6%
SFWC
314
Strategic Family Wealth Counselors
New Jersey
$4.62M +$43.1K +265 +0.9%
SAM
315
Strategic Asset Management
Minnesota
$4.62M -$736K -4,523 -14%
BFPW
316
BOK Financial Private Wealth
Colorado
$4.61M -$1.22M -7,515 -21%
WCA
317
Windsor Creek Advisors
Vermont
$4.61M -$590K -3,700 -11%
GAI
318
General American Investors
New York
$4.58M
ACK
319
Andrew C. Karlinski
$4.55M +$4.55M +27,933 New
FAM
320
Formidable Asset Management
Ohio
$4.53M +$352K +2,159 +8%
EPWM
321
Essex Private Wealth Management
Massachusetts
$4.49M +$117K +719 +3%
HI
322
Harbour Investments
Wisconsin
$4.48M -$8.26M -50,780 -65%
IWA
323
IBEX Wealth Advisors
New Jersey
$4.47M +$192K +1,182 +4%
WDL
324
Well Done LLC
Michigan
$4.44M -$27.7K -170 -0.6%
APW
325
Acima Private Wealth
Virginia
$4.42M +$187K +1,150 +4%