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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$139M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$118M
3
Bank of America
Bank of America
North Carolina
+$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78.2M
5
KeyBank National Association
KeyBank National Association
Ohio
+$50.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$653M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$133M
3
Goldman Sachs
Goldman Sachs
New York
-$95.3M
4
LIA
LBMC Investment Advisors
Tennessee
-$69.6M
5
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
601
Tiller Private Wealth
Pennsylvania
$777K – – –
WCAMG
602
Woodard & Company Asset Management Group
North Carolina
$777K +$22.9K +153 +3%
IC
603
Inscription Capital
Texas
$777K +$62.2K +415 +9%
AWA
604
Alta Wealth Advisors
Massachusetts
$770K +$15.6K +104 +2%
RSWM
605
Robertson Stephens Wealth Management
California
$759K +$2.4K +16 +0.3%
SWP
606
Summit Wealth Partners
Florida
$757K -$34.8K -232 -4%
GWSG
607
GPS Wealth Strategies Group
Colorado
$748K +$227K +1,515 +44%
Barclays
608
Barclays
United Kingdom
$742K -$94.1K -628 -11%
PCMC
609
Paragon Capital Management (Colorado)
Colorado
$740K +$740K +4,940 New
PFWA
610
Paces Ferry Wealth Advisors
Georgia
$738K -$13.5K -90 -2%
AWM
611
Aries Wealth Management
Maine
$738K +$252K +1,680 +52%
TA
612
TruWealth Advisors
Louisiana
$737K +$6.89K +46 +0.9%
MFW
613
Mosaic Family Wealth
Missouri
$736K +$95.6K +638 +15%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$732K – – –
IFWM
615
Institute for Wealth Management
Colorado
$731K -$1.65K -11 -0.2%
EM
616
Excalibur Management
Massachusetts
$730K -$24K -160 -3%
SIC
617
Samalin Investment Counsel
New York
$729K +$33.1K +221 +5%
MIC
618
Meridian Investment Counsel
California
$723K +$177K +1,181 +32%
JCM
619
Jacobi Capital Management
Pennsylvania
$721K +$721K +4,816 New
RWA
620
Roberts Wealth Advisors
California
$720K +$720K +4,805 New
BCP
621
Blue Chip Partners
Michigan
$719K +$20.5K +137 +3%
TW
622
Transform Wealth
Colorado
$718K -$51.3K -342 -7%
ANTB
623
AMG National Trust Bank
Colorado
$715K – – –
PWP
624
Principle Wealth Partners
Connecticut
$715K – – –
NFG
625
Next Financial Group
Texas
$713K +$28.1K +188 +4%
23 24
25
26 27