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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 %
FA
526
Flagstar Advisors
New York
$1.6M -$72.1K -443 -4%
V
527
Veritable
Delaware
$1.59M
AWA
528
Arkadios Wealth Advisors
Georgia
$1.56M -$12.9K -79 -0.8%
SAM
529
Smithbridge Asset Management
Pennsylvania
$1.55M -$30.1K -185 -2%
KA
530
Kovack Advisors
Florida
$1.54M -$244K -1,500 -14%
HSA
531
HBK Sorce Advisory
Pennsylvania
$1.53M +$241K +1,478 +19%
BMC
532
Beaton Management Company
Massachusetts
$1.53M +$8.14K +50 +0.5%
ATC
533
Argent Trust Co
Tennessee
$1.52M +$347K +2,130 +29%
FCM
534
Fourpath Capital Management
Oklahoma
$1.47M +$1.47M +9,034 New
TSWM
535
Triangle Securities Wealth Management
North Carolina
$1.47M +$119K +733 +9%
FNBSF
536
First National Bank Sioux Falls
South Dakota
$1.46M +$947K +5,818 +185%
Northern Trust
537
Northern Trust
Illinois
$1.45M -$10.2M -62,483 -88%
BTWM
538
Baker Tilly Wealth Management
Wisconsin
$1.45M
HWA
539
HHM Wealth Advisors
Tennessee
$1.45M
FHB
540
First Hawaiian Bank
Hawaii
$1.44M
M&T Bank
541
M&T Bank
New York
$1.43M -$341K -2,095 -19%
DI
542
Diligent Investors
California
$1.43M +$148K +912 +12%
Vontobel Holding
543
Vontobel Holding
Switzerland
$1.43M -$164K -1,010 -10%
TFP
544
Tilia Fiduciary Partners
North Carolina
$1.4M +$1.4M +8,596 New
NW
545
NewEdge Wealth
Pennsylvania
$1.4M +$1.4M +8,587 New
PMG
546
ProVise Management Group
Florida
$1.39M -$152K -931 -10%
PAI
547
Pittenger & Anderson Inc
Nebraska
$1.38M -$97.6K -600 -7%
VAM
548
Verity Asset Management
North Carolina
$1.38M +$157K +967 +13%
GSAM
549
Grant Street Asset Management
Pennsylvania
$1.38M +$360K +2,209 +35%
JFG
550
JMG Financial Group
Illinois
$1.37M