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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 %
QCIG
601
Quad-Cities Investment Group
Iowa
$1.1M +$244K +1,497 +29%
SSC
602
Syverson Strege & Co
Iowa
$1.07M
WP
603
WealthSource Partners
California
$1.07M +$91.3K +561 +9%
SAM
604
Strategy Asset Managers
California
$1.07M -$599K -3,679 -36%
WSCM
605
Wellington Shields Capital Management
New York
$1.06M +$435K +2,673 +70%
AWM
606
AllSquare Wealth Management
New York
$1.05M -$22.1K -136 -2%
SC
607
Stephens Consulting
Michigan
$1.04M +$1.04M +6,413 New
KIA
608
KCM Investment Advisors
California
$1.04M +$41.5K +255 +4%
MWM
609
Modera Wealth Management
New Jersey
$1.04M +$139K +853 +15%
MFA
610
Mayflower Financial Advisors
Massachusetts
$1.03M -$38.7K -238 -4%
WIA
611
World Investment Advisors
California
$1.03M
LA
612
Latitude Advisors
Florida
$1.03M +$651 +4 +0.1%
BOPW
613
Brandywine Oak Private Wealth
Pennsylvania
$1.01M -$36.1K -222 -3%
DWM
614
Dakota Wealth Management
Florida
$1.01M -$2.44K -15 -0.2%
PM
615
Penbrook Management
New York
$1M
SSB
616
Sandy Spring Bank
Maryland
$1M +$94.9K +583 +10%
AGP
617
Autumn Glory Partners
Texas
$990K +$990K +6,084 New
WOC
618
West Oak Capital
California
$987K -$5.7K -35 -0.6%
GKWIM
619
Gerber Kawasaki Wealth & Investment Management
California
$987K +$296K +1,819 +43%
EWM
620
Elmwood Wealth Management
California
$986K +$986K +6,057 New
GLA
621
Good Life Advisors
Pennsylvania
$983K -$66.6K -409 -6%
EWM
622
Empirical Wealth Management
Washington
$981K +$3.42K +21 +0.3%
BFS
623
Bard Financial Services
Connecticut
$977K
WS
624
Wedbush Securities
California
$977K +$74.1K +455 +8%
DFA
625
DHK Financial Advisors
New Hampshire
$972K +$972K +5,971 New