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Invesco S&P 500 Equal Weight ETF

1,076 hedge funds and large institutions have $17.8B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 416 increasing their positions, 391 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,076
Holders Change
-41
Holders Change %
-3.67%
% of All Funds
18.61%
Holding in Top 10
135
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.75%
% of All Funds
2.33%
New
60
Increased
416
Reduced
391
Closed
89
Calls
$31M
Puts
$75.4M
Net Calls
-$44.4M
Net Calls Change
-$6.29M
Name Holding Trade Value Shares
Change
Shares
Change %
EM
626
Excalibur Management
Massachusetts
$796K -$9.93K -78 -1%
OPA
627
Old Port Advisors
Maine
$793K -$27.2K -202 -3%
MFA
628
Mayflower Financial Advisors
Massachusetts
$788K -$37.8K -297 -5%
JFG
629
JMG Financial Group
Illinois
$788K
S
630
SignatureFD
Georgia
$785K +$230K +1,810 +42%
ST
631
Smithfield Trust
Pennsylvania
$781K
AGP
632
Autumn Glory Partners
Texas
$774K
GAA
633
Global Assets Advisory
Florida
$774K +$774K +5,543 New
BCV
634
Banque Cantonale Vaudoise
Switzerland
$771K -$483K -3,797 -39%
BFS
635
Bard Financial Services
Connecticut
$764K
1832 Asset Management
636
1832 Asset Management
Ontario, Canada
$764K
Principal Financial Group
637
Principal Financial Group
Iowa
$764K
BFA
638
Beaumont Financial Advisors
Massachusetts
$762K -$7.51K -59 -1%
EWM
639
Elmwood Wealth Management
California
$755K -$3.18K -25 -0.4%
Wolverine Trading
640
Wolverine Trading
Illinois
$755K +$184K +1,430 +32%
FF
641
Francis Financial
$754K +$3.56K +28 +0.5%
PPP
642
Private Portfolio Partners
New Jersey
$743K +$33.7K +265 +5%
KSWA
643
Kathleen S. Wright Associates
Pennsylvania
$726K +$4.2K +33 +0.6%
Bessemer Group
644
Bessemer Group
New Jersey
$721K +$119K +938 +20%
RWRC
645
R.W. Roge & Company
New York
$720K -$23.1K -180 -3%
CAM
646
Carret Asset Management
New York
$719K -$4.84K -38 -0.7%
SSB
647
Sandy Spring Bank
Maryland
$718K
CA
648
Cambridge Advisors
Nebraska
$716K
YWS
649
Yarger Wealth Strategies
Ohio
$716K +$3.31K +26 +0.5%
XF
650
XML Financial
Maryland
$716K +$10.4K +82 +1%