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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 %
WP
576
WealthSource Partners
California
$905K +$12.6K +84 +1%
CHAM
577
Clear Harbor Asset Management
Connecticut
$901K +$901K +6,017 New
EWM
578
Empirical Wealth Management
Washington
$900K +$414K +2,764 +85%
BFS
579
Bard Financial Services
Connecticut
$899K
CA
580
Cambridge Advisors
Nebraska
$881K +$150 +1 +0%
LOPW
581
Live Oak Private Wealth
North Carolina
$867K -$43.5K -290 -5%
RIA
582
Regal Investment Advisors
Michigan
$866K -$68.5K -457 -7%
CAM
583
Concorde Asset Management
Michigan
$855K +$2.85K +19 +0.3%
GC
584
Gratus Capital
Georgia
$854K -$11.2K -75 -1%
SWM
585
SeaCrest Wealth Management
New York
$851K -$34K -227 -4%
IAN
586
Integrated Advisors Network
Texas
$849K -$386K -2,577 -31%
WT
587
Whittier Trust
California
$847K
WA
588
Waverly Advisors
Alabama
$842K -$16.1K -100 -2%
SSB
589
Sandy Spring Bank
Maryland
$836K +$148K +990 +22%
WS
590
Wedbush Securities
California
$831K +$87.3K +583 +12%
XF
591
XML Financial
Maryland
$829K -$28K -187 -3%
BG
592
Benedetti & Gucer
Georgia
$827K +$434K +2,899 +110%
MWM
593
Modera Wealth Management
New Jersey
$826K +$176K +1,174 +27%
SWM
594
Stockman Wealth Management
Montana
$805K -$596K -3,982 -43%
BIM
595
Bridges Investment Management
Nebraska
$793K
ACM
596
Ategra Capital Management
Virginia
$792K
CGH
597
Crossmark Global Holdings
Texas
$789K -$305K -2,040 -28%
QCIG
598
Quad-Cities Investment Group
Iowa
$784K +$71.5K +477 +10%
TI
599
Trexquant Investment
Connecticut
$780K +$441K +2,947 +130%
GRP
600
Global Retirement Partners
California
$779K +$16.9K +113 +2%