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Invesco S&P 500 Equal Weight ETF

1,171 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 479 increasing their positions, 371 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+30
Holders Change %
+2.63%
% of All Funds
18.53%
Holding in Top 10
146
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.96%
% of All Funds
2.31%
New
119
Increased
479
Reduced
371
Closed
72
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
651
Elmwood Wealth Management
California
$955K
WTC
652
WhitTier Trust Company
Nevada
$953K +$727K +4,612 +322%
APW
653
Acima Private Wealth
Virginia
$952K -$3.33M -21,093 -78%
SIA
654
Strategic Investment Advisors
Michigan
$951K -$189K -1,202 -17%
BFS
655
Bard Financial Services
Connecticut
$946K
WP
656
WealthSource Partners
California
$945K -$96.2K -610 -9%
FDCC
657
Foster Dykema Cabot & Co
Massachusetts
$945K +$945K +5,995 New
SSB
658
Sandy Spring Bank
Maryland
$940K -$31.5K -200 -3%
MF
659
Meridian Financial
Massachusetts
$936K +$25.6K +162 +3%
WOC
660
West Oak Capital
California
$936K -$20.5K -130 -2%
BIM
661
Bridges Investment Management
Nebraska
$934K
EPWM
662
Essex Private Wealth Management
Massachusetts
$933K -$3.41M -21,641 -79%
EWM
663
Empirical Wealth Management
Washington
$923K -$27K -171 -3%
CA
664
Cambridge Advisors
Nebraska
$917K +$158 +1 +0%
LSA
665
Lansing Street Advisors
Pennsylvania
$913K +$913K +5,821 New
KSWA
666
Kathleen S. Wright Associates
Pennsylvania
$912K +$12.1K +77 +1%
Wealthfront Advisers
667
Wealthfront Advisers
California
$908K +$142K +902 +19%
WS
668
Wedbush Securities
California
$901K -$45.6K -289 -5%
LOPW
669
Live Oak Private Wealth
North Carolina
$892K +$2.52K +16 +0.3%
FHC
670
First Heartland Consultants
Missouri
$887K -$213K -1,353 -19%
SWP
671
Summit Wealth Partners
Florida
$880K +$83.9K +532 +11%
YWS
672
Yarger Wealth Strategies
Ohio
$879K +$3.63K +23 +0.4%
NF
673
Nvest Financial
New Hampshire
$875K +$875K +5,551 New
XF
674
XML Financial
Maryland
$873K +$788 +5 +0.1%
KCA
675
Karn Couzens & Associates
Connecticut
$865K +$394K +2,497 +84%