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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 %
RWRC
626
R.W. Roge & Company
New York
$963K
BIM
627
Bridges Investment Management
Nebraska
$963K +$102K +625 +12%
FNBT
628
FineMark National Bank & Trust
Florida
$961K -$54.4K -334 -5%
BFA
629
Beaumont Financial Advisors
Massachusetts
$961K +$697K +4,282 +264%
CA
630
Cambridge Advisors
Nebraska
$946K -$11.4K -70 -1%
MF
631
Meridian Financial
Massachusetts
$940K +$940K +5,775 New
SWM
632
SeaCrest Wealth Management
New York
$932K +$7.97K +49 +0.9%
TPW
633
Tiller Private Wealth
Pennsylvania
$932K +$88.1K +541 +10%
KSWA
634
Kathleen S. Wright Associates
Pennsylvania
$929K +$929K +5,708 New
GC
635
Gratus Capital
Georgia
$928K
AA
636
Advisory Alpha
Michigan
$922K -$1.81M -11,115 -66%
IAN
637
Integrated Advisors Network
Texas
$921K -$1.95K -12 -0.2%
WT
638
Whittier Trust
California
$921K
BG
639
Benedetti & Gucer
Georgia
$920K +$21.1K +130 +2%
LOPW
640
Live Oak Private Wealth
North Carolina
$918K -$23.1K -142 -2%
YWS
641
Yarger Wealth Strategies
Ohio
$903K +$903K +5,548 New
XF
642
XML Financial
Maryland
$901K +$489 +3 +0.1%
DAM
643
Deltec Asset Management
New York
$894K +$894K +5,491 New
WAS
644
WESPAC Advisors SoCal
California
$888K -$267K -1,700 -23%
AWM
645
Aries Wealth Management
Maine
$875K +$73.3K +450 +9%
NFG
646
Next Financial Group
Texas
$875K +$99.2K +609 +13%
IF
647
Ironwood Financial
Arizona
$875K +$235K +1,447 +37%
GI
648
Glovista Investments
New Jersey
$874K +$874K +5,369 New
VDBMI
649
Van Den Berg Management I
Texas
$862K +$530K +3,254 +159%
ACM
650
Ategra Capital Management
Virginia
$860K