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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 %
BW
326
Bison Wealth
Georgia
$3.52M +$154K +1,029 +5%
SFS
327
Sowell Financial Services
Arkansas
$3.48M -$816K -5,449 -19%
MFG
328
Magnus Financial Group
New York
$3.43M +$21.6K +144 +0.6%
KCM
329
Karp Capital Management
California
$3.43M +$147K +981 +4%
DIA
330
Dana Investment Advisors
Wisconsin
$3.42M +$160K +1,071 +5%
LK
331
Lumbard & Kellner
New Hampshire
$3.41M +$1.15M +7,684 +51%
CHA
332
Carmichael Hill & Associates
Maryland
$3.4M +$86.9K +580 +3%
AF
333
Allworth Financial
California
$3.39M +$3.33M +22,241 +5,519%
CL
334
COWA LLC
Oklahoma
$3.39M +$3.39M +22,407 New
SSWM
335
Sheets Smith Wealth Management
North Carolina
$3.38M +$304K +2,030 +10%
FMC
336
First Merchants Corp
Indiana
$3.38M -$231K -1,540 -6%
RMAM
337
Raab & Moskowitz Asset Management
New Jersey
$3.36M +$84.6K +565 +3%
PCM
338
Parsons Capital Management
Rhode Island
$3.36M -$11.2K -75 -0.3%
BFG
339
Bouchey Financial Group
New York
$3.35M -$22.2K -148 -0.7%
WA
340
Wambolt & Associates
Colorado
$3.33M -$59.7K -393 -2%
OCAM
341
Onex Canada Asset Management
Ontario, Canada
$3.28M +$3.28M +21,877 New
RhumbLine Advisers
342
RhumbLine Advisers
Massachusetts
$3.28M +$241K +1,608 +8%
DWMG
343
DB Wealth Management Group
California
$3.23M -$215K -1,438 -6%
FG
344
Fiduciary Group
Georgia
$3.23M +$37.6K +237 +1%
CWM
345
Connecticut Wealth Management
Connecticut
$3.19M -$20.1K -134 -0.6%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$3.17M +$3.17M +21,158 New
9WM
347
9258 Wealth Management
Ohio
$3.14M +$376K +2,508 +14%
PC
348
Prairiewood Capital
North Dakota
$3.11M
IWC
349
Integrated Wealth Concepts
Massachusetts
$3.08M +$692K +4,616 +29%
MIM
350
MTM Investment Management
South Carolina
$3.07M +$232K +1,549 +8%