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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 %
Barclays
651
Barclays
United Kingdom
$860K +$54.4K +334 +7%
FFM
652
Forum Financial Management
Illinois
$860K +$860K +5,286 New
BIA
653
Benchmark Investment Advisors
Illinois
$859K +$859K +5,280 New
UB
654
UMB Bank
Missouri
$852K +$852K +5,231 New
CGH
655
Crossmark Global Holdings
Texas
$850K -$7.32K -45 -0.9%
MWAM
656
Manhattan West Asset Management
California
$850K +$850K +5,225 New
VT
657
Vise Technologies
New York
$850K +$850K +5,225 New
BCP
658
Blackhawk Capital Partners
Wisconsin
$843K +$615K +3,781 +270%
RSWM
659
Robertson Stephens Wealth Management
California
$839K +$14.3K +88 +2%
First Manhattan
660
First Manhattan
New York
$837K +$227K +1,398 +37%
IC
661
Inscription Capital
Texas
$836K -$8.3K -51 -1%
AWA
662
Alta Wealth Advisors
Massachusetts
$836K
AG
663
Ascent Group
Virginia
$830K +$830K +5,421 New
MFW
664
Mosaic Family Wealth
Missouri
$828K +$29K +178 +4%
TVAMP
665
Tennessee Valley Asset Management Partners
Tennessee
$827K +$130K +797 +19%
GA
666
GFS Advisors
Texas
$826K -$381K -2,343 -32%
SWP
667
Summit Wealth Partners
Florida
$822K -$488 -3 -0.1%
WCAMG
668
Woodard & Company Asset Management Group
North Carolina
$816K -$27.5K -169 -3%
RWP
669
Revolve Wealth Partners
New Jersey
$816K +$816K +5,014 New
WA
670
Waverly Advisors
Alabama
$813K
WWM
671
Wagner Wealth Management
South Carolina
$812K +$293K +1,802 +57%
SIC
672
Samalin Investment Counsel
New York
$811K +$19.4K +119 +2%
PCMC
673
Paragon Capital Management (Colorado)
Colorado
$806K +$1.47K +9 +0.2%
TA
674
TruWealth Advisors
Louisiana
$801K
IFWM
675
Institute for Wealth Management
Colorado
$795K +$326 +2 +0%