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Invesco S&P 500 Equal Weight ETF

1,117 hedge funds and large institutions have $16.6B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 444 increasing their positions, 398 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-54
Holders Change %
-4.61%
% of All Funds
18.89%
Holding in Top 10
134
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.22%
% of All Funds
2.27%
New
81
Increased
444
Reduced
398
Closed
119
Calls
$38.8M
Puts
$76.9M
Net Calls
-$38.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$2.69M +$1.95M +14,550 +266%
Citigroup
402
Citigroup
New York
$2.68M -$4.03M -30,058 -60%
CFGS
403
Concourse Financial Group Securities
Alabama
$2.68M -$69.5K -518 -3%
CWM
404
Connecticut Wealth Management
Connecticut
$2.68M -$134K -995 -5%
FNBOMD
405
First National Bank of Mount Dora
Florida
$2.68M
CA
406
CoreCap Advisors
Michigan
$2.66M -$201K -1,494 -7%
Capstone Investment Advisors
407
Capstone Investment Advisors
New York
$2.65M -$63.8K -475 -2%
FMC
408
First Merchants Corp
Indiana
$2.65M -$82.7K -616 -3%
GVAG
409
Great Valley Advisor Group
Delaware
$2.61M +$237K +1,762 +10%
CPC
410
Consolidated Planning Corp
Georgia
$2.6M +$2.6M +19,384 New
AOWM
411
Alpha Omega Wealth Management
Virginia
$2.59M +$805 +6 +0%
JAG
412
Journey Advisory Group
Kentucky
$2.57M +$330K +2,265 +15%
BEAM
413
Baker Ellis Asset Management
Washington
$2.55M +$61.7K +460 +2%
IAA
414
Independent Advisor Alliance
North Carolina
$2.54M +$442K +3,295 +21%
OHWP
415
Oak Harbor Wealth Partners
North Carolina
$2.53M +$26.3K +196 +1%
PWMG
416
Pinnacle Wealth Management Group
Michigan
$2.5M +$98.7K +735 +4%
B
417
Bailard
California
$2.49M
BMM
418
Buffington Mohr McNeal
Idaho
$2.48M -$161K -1,200 -6%
ETIA
419
Epic Trust Investment Advisors
Washington
$2.48M +$1.15M +8,561 +86%
LK
420
Lumbard & Kellner
New Hampshire
$2.46M -$582K -4,337 -19%
GM
421
GeoWealth Management
Illinois
$2.46M -$982K -7,309 -29%
MIM
422
MTM Investment Management
South Carolina
$2.44M +$199K +1,463 +9%
CSPAM
423
Cary Street Partners Asset Management
Virginia
$2.43M +$1.3M +9,686 +116%
PFP
424
Pinnacle Financial Partners
Tennessee
$2.42M -$16.8K -125 -0.7%
BWM
425
Birchcreek Wealth Management
Ohio
$2.41M +$331K +2,465 +16%