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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 %
FP
326
Fiduciary Planning
Florida
$4.4M +$325K +1,999 +8%
MA
327
Modus Advisors
Minnesota
$4.39M -$295K -1,810 -6%
MFG
328
Magnus Financial Group
New York
$4.39M +$663K +4,075 +18%
RHI
329
Richmond Hill Investments
New York
$4.3M
AMC
330
Asset Management Corp
Illinois
$4.28M +$30.1K +185 +0.7%
S
331
SimplyRich
California
$4.28M +$71.1K +437 +2%
MCM
332
Monument Capital Management
Virginia
$4.26M -$147K -901 -3%
HT
333
Heritage Trust
Oklahoma
$4.26M +$236K +1,448 +6%
OCM
334
Orion Capital Management
California
$4.25M
NEGWA
335
New England Guild Wealth Advisors
Connecticut
$4.22M +$51.9K +319 +1%
9WM
336
9258 Wealth Management
Ohio
$4.17M +$758K +4,655 +22%
CFGS
337
Concourse Financial Group Securities
Alabama
$4.16M +$104K +641 +3%
AWM
338
Axxcess Wealth Management
California
$4.16M +$4.16M +25,532 New
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$4.12M -$253K -1,555 -6%
PAM
340
Peak Asset Management
Colorado
$4.12M +$119K +730 +3%
BRWM
341
B. Riley Wealth Management
Tennessee
$4.08M -$1.48M -9,066 -27%
IWC
342
Integrated Wealth Concepts
Massachusetts
$4.07M +$728K +4,471 +22%
SC
343
Sepio Capital
Utah
$4.01M +$3.52M +21,650 +722%
DIA
344
Dana Investment Advisors
Wisconsin
$4.01M +$291K +1,786 +8%
AAS
345
Ameritas Advisory Services
Nebraska
$4M +$4M +24,583 New
CCC
346
Crescent Capital Consulting
Louisiana
$3.99M -$3.8M -23,348 -49%
KWM
347
Kaydan Wealth Management
Michigan
$3.98M +$3.98M +24,461 New
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
$3.98M +$65.6K +403 +2%
MSCM
349
McElhenny Sheffield Capital Management
Texas
$3.96M +$3.29M +20,192 +487%
RMAM
350
Raab & Moskowitz Asset Management
New Jersey
$3.93M +$281K +1,725 +8%