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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 %
EM
626
Excalibur Management
Massachusetts
$849K -$108K -807 -11%
NRI
627
NFP Retirement Inc
California
$839K -$13.4K -100 -2%
GSB
628
Greenfield Savings Bank
Massachusetts
$839K +$839K +6,253 New
BOPW
629
Brandywine Oak Private Wealth
Pennsylvania
$834K +$402 +3 +0%
JFG
630
JMG Financial Group
Illinois
$831K -$336K -2,505 -29%
FF
631
Francis Financial
$830K +$830K +5,898 New
WT
632
Whittier Trust
California
$828K -$2.68K -20 -0.3%
OPA
633
Old Port Advisors
Maine
$825K -$91.7K -676 -10%
ST
634
Smithfield Trust
Pennsylvania
$824K +$490K +3,650 +147%
AGP
635
Autumn Glory Partners
Texas
$817K
BFA
636
Beaumont Financial Advisors
Massachusetts
$812K -$40.8K -304 -5%
PG
637
Patten Group
Tennessee
$812K +$267K +1,938 +49%
V
638
Veritable
Delaware
$809K -$228K -1,696 -22%
Principal Financial Group
639
Principal Financial Group
Iowa
$806K -$57.8K -430 -7%
SHFP
640
Second Half Financial Partners
Florida
$806K
1832 Asset Management
641
1832 Asset Management
Ontario, Canada
$805K -$754K -5,620 -48%
BFS
642
Bard Financial Services
Connecticut
$805K
SSA
643
Schonfeld Strategic Advisors
New York
$805K +$805K +6,000 New
IAN
644
Integrated Advisors Network
Texas
$804K -$711K -5,294 -47%
EWM
645
Elmwood Wealth Management
California
$800K -$13.4K -100 -2%
BIM
646
Bridges Investment Management
Nebraska
$794K
AG
647
Ascent Group
Virginia
$789K
SIA
648
Strategic Investment Advisors
Michigan
$782K -$28.1K -209 -3%
MWM
649
Modera Wealth Management
New Jersey
$781K -$134K -999 -15%
RWRC
650
R.W. Roge & Company
New York
$779K -$65.4K -487 -8%