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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 %
MHR
626
Matthew Hamilton Rosenberg
$691K -$59.2K -395 -8%
CFAM
627
Center For Asset Management
Florida
$683K -$3.45K -23 -0.5%
TCA
628
Transcend Capital Advisors
New Jersey
$669K +$364K +2,293 +119%
SSW
629
Smith Shellnut Wilson
Mississippi
$664K
TC
630
Trilogy Capital
California
$663K -$17.1K -114 -3%
JWCA
631
J.W. Coons Advisors
Ohio
$662K +$97.9K +655 +17%
CPIG
632
Chicago Partners Investment Group
Illinois
$657K +$35.9K +223 +6%
PPP
633
Private Portfolio Partners
New Jersey
$656K -$110K -735 -14%
DY
634
Dowling & Yahnke
California
$647K
PWA
635
Peterson Wealth Advisors
Utah
$644K -$17.7K -118 -3%
TVAMP
636
Tennessee Valley Asset Management Partners
Tennessee
$642K +$642K +4,283 New
HVP
637
Hudson Value Partners
Florida
$636K +$44.9K +300 +8%
GKWIM
638
Gerber Kawasaki Wealth & Investment Management
California
$636K +$104K +698 +20%
IA
639
Insight Advisors
Pennsylvania
$635K +$5.12K +32 +0.8%
HA
640
HYA Advisors
Missouri
$634K -$267K -1,756 -30%
CH
641
Canton Hathaway
Rhode Island
$633K +$633K +4,225 New
FNBOSM
642
First National Bank of South Miami
Florida
$632K
AC
643
Applied Capital
Arkansas
$630K -$2.85K -19 -0.5%
MSCM
644
McElhenny Sheffield Capital Management
Texas
$622K +$622K +4,149 New
SLT
645
St Louis Trust
Missouri
$620K +$620K +4,140 New
MFGP
646
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K +$1.5K +10 +0.2%
HKAM
647
Horizon Kinetics Asset Management
New York
$606K -$10.5K -70 -2%
WMP
648
Wealth Management Partners
Arizona
$604K +$19.2K +128 +3%
DCM
649
Donaldson Capital Management
Indiana
$595K -$255K -1,700 -30%
SB
650
Sunflower Bank
Texas
$592K