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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 %
FA
651
Flagstar Advisors
New York
$714K +$2.8K +22 +0.4%
WEG
652
World Equity Group
Illinois
$701K -$2.89M -22,725 -80%
LOPW
653
Live Oak Private Wealth
North Carolina
$698K -$1.65K -13 -0.2%
SHFP
654
Second Half Financial Partners
Florida
$691K -$33.1K -260 -5%
CCA
655
Column Capital Advisors
Indiana
$691K +$687K +5,399 +15,879%
ACM
656
Ategra Capital Management
Virginia
$673K
FFM
657
Forum Financial Management
Illinois
$672K +$6.49K +51 +1%
UB
658
UMB Bank
Missouri
$665K -$254 -2 -0%
TA
659
TruWealth Advisors
Louisiana
$664K -$12.9K -101 -2%
S
660
Surevest
California
$659K
TVAMP
661
Tennessee Valley Asset Management Partners
Tennessee
$659K +$9.29K +73 +1%
JWCA
662
J.W. Coons Advisors
Ohio
$653K -$7K -55 -1%
AWA
663
Alta Wealth Advisors
Massachusetts
$652K
PAI
664
Pittenger & Anderson Inc
Nebraska
$651K -$242K -1,904 -27%
LF
665
Lee Financial
Texas
$649K -$200K -1,570 -24%
CWM
666
Chemistry Wealth Management
New York
$649K
MWM
667
Modera Wealth Management
New Jersey
$647K -$93.7K -736 -13%
BIA
668
Benchmark Investment Advisors
Illinois
$646K -$31.9K -251 -5%
Kovitz Investment Group Partners
669
Kovitz Investment Group Partners
Illinois
$641K
EPWM
670
Essex Private Wealth Management
Massachusetts
$639K -$69.5K -546 -10%
NRI
671
NFP Retirement Inc
California
$638K -$158K -1,240 -20%
AWM
672
AllSquare Wealth Management
New York
$637K -$2.8K -22 -0.4%
CPIG
673
Chicago Partners Investment Group
Illinois
$636K +$67.3K +484 +12%
Wealthfront Advisers
674
Wealthfront Advisers
California
$624K -$659K -5,170 -51%
SWM
675
SeaCrest Wealth Management
New York
$622K -$56.9K -447 -8%