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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 %
PFC
601
Phocas Financial Corp
California
$999K
RIM
602
Rockbridge Investment Management
New York
$986K
GL
603
Graypoint LLC
New York
$980K
WMSA
604
Weiss Multi-Strategy Advisers
New York
$978K -$3.1M -23,072 -76%
TA
605
Trellis Advisors
Washington
$967K
SAM
606
Smithbridge Asset Management
Pennsylvania
$958K -$333K -2,479 -26%
STAS
607
Strong Tower Advisory Services
Minnesota
$950K +$339K +2,528 +56%
PAI
608
Pittenger & Anderson Inc
Nebraska
$942K -$76.5K -570 -8%
DFA
609
DHK Financial Advisors
New Hampshire
$939K +$3.76K +28 +0.4%
CCM
610
Colorado Capital Management
Colorado
$938K
WIA
611
World Investment Advisors
California
$935K -$7.15K -49 -0.8%
CWM
612
Cornerstone Wealth Management
Missouri
$931K -$2.01K -15 -0.2%
SIC
613
Shoker Investment Counsel
Ohio
$928K -$19.7K -147 -2%
GLA
614
Good Life Advisors
Pennsylvania
$925K -$13.4K -100 -1%
FNBOO
615
First National Bank of Omaha
Nebraska
$913K +$177K +1,320 +24%
LF
616
Lee Financial
Texas
$895K +$859K +6,399 +2,361%
SSC
617
Syverson Strege & Co
Iowa
$890K +$4.7K +35 +0.5%
EWM
618
EPG Wealth Management
Georgia
$890K +$244K +1,814 +38%
VCA
619
Verdence Capital Advisors
Maryland
$884K +$542K +4,035 +158%
WTC
620
WhitTier Trust Company
Nevada
$880K +$68.8K +513 +8%
MFA
621
Mayflower Financial Advisors
Massachusetts
$870K +$24.3K +181 +3%
PP
622
Patten & Patten
Tennessee
$864K +$151K +1,127 +21%
SC
623
Stephens Consulting
Michigan
$861K
KIA
624
KCM Investment Advisors
California
$858K -$70.5K -525 -8%
SWP
625
Summit Wealth Partners
Florida
$854K +$105K +779 +14%