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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 %
JSL
501
JT Stratford LLC
Georgia
$1.65M +$13K +97 +0.8%
APWA
502
Atlas Private Wealth Advisors
New Jersey
$1.64M -$128K -951 -7%
PIMG
503
Patriot Investment Management Group
Tennessee
$1.64M -$6.71K -50 -0.4%
TA
504
Tiedemann Advisors
New York
$1.63M -$86K -641 -5%
CCA
505
Conservest Capital Advisors
Pennsylvania
$1.63M -$3.76K -28 -0.2%
FAM
506
Formidable Asset Management
Ohio
$1.61M -$2.52M -18,614 -61%
BCM
507
BTC Capital Management
Iowa
$1.61M
NCM
508
NCM Capital Management
New Jersey
$1.6M +$1.48K +11 +0.1%
EFG
509
Erickson Financial Group
Pennsylvania
$1.6M +$47.5K +354 +3%
FPB
510
First PREMIER Bank
South Dakota
$1.58M -$8.05K -60 -0.5%
AIS
511
American Investment Services
Massachusetts
$1.58M +$262K +1,955 +20%
SL
512
Salomon & Ludwin
Virginia
$1.58M +$120K +892 +8%
TF
513
TIAA FSB
Florida
$1.57M -$76.9K -573 -5%
WP
514
WealthSource Partners
California
$1.57M +$766K +5,708 +95%
LWM
515
Lyell Wealth Management
California
$1.56M +$75K +559 +5%
MWM
516
Moulton Wealth Management
Washington
$1.55M
MWM
517
Meridian Wealth Management
Kentucky
$1.53M +$278K +2,069 +22%
MCWS
518
McKinley Carter Wealth Services
West Virginia
$1.53M -$62.2K -463 -4%
WANY
519
Wealthspire Advisors (New York)
New York
$1.51M +$298K +2,222 +25%
BAM
520
Bosun Asset Management
Illinois
$1.49M
GFS
521
GYL Financial Synergies
Connecticut
$1.48M +$509K +3,790 +52%
ATC
522
Argent Trust Co
Tennessee
$1.47M +$45.9K +342 +3%
HWIS
523
Hancock Whitney Investment Services
Louisiana
$1.47M -$35K -261 -2%
CA
524
CapWealth Advisors
Tennessee
$1.46M +$197K +1,466 +16%
SAM
525
Seelaus Asset Management
New Jersey
$1.45M +$45.6K +340 +3%