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Invesco S&P 500 Equal Weight ETF

995 hedge funds and large institutions have $16.8B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 402 increasing their positions, 315 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+16
Holders Change %
+1.63%
% of All Funds
17.47%
Holding in Top 10
116
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.5%
% of All Funds
2.04%
New
77
Increased
402
Reduced
315
Closed
46
Calls
$74.3M
Puts
$217M
Net Calls
-$143M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
GHAM
676
Gilman Hill Asset Management
Connecticut
$540K +$142K +950 +36%
SFG
677
StrategIQ Financial Group
Indiana
$536K
BPC
678
Banque Pictet & Cie
Switzerland
$535K -$559K -3,729 -51%
BCV
679
Banque Cantonale Vaudoise
Switzerland
$534K -$94.7K -632 -15%
CAN
680
Claraphi Advisory Network
United States
$531K +$531K +3,545 New
CAM
681
Cresset Asset Management
Illinois
$530K +$48.5K +323 +10%
PA
682
Parallel Advisors
California
$530K +$185K +1,237 +54%
LA
683
LVW Advisors
New York
$529K
EHC
684
Everett Harris & Co
California
$528K +$7.49K +50 +1%
TCWA
685
Ten Capital Wealth Advisors
Washington
$526K -$26.2K -175 -5%
LSA
686
Lion Street Advisors
Texas
$523K +$523K +3,476 New
FA
687
Fermata Advisors
California
$522K -$1.04M -6,917 -67%
PWM
688
Paulson Wealth Management
Illinois
$522K -$13.2K -88 -2%
LFAS
689
Level Four Advisory Services
Texas
$517K -$1.17M -7,791 -69%
WWM
690
Wagner Wealth Management
South Carolina
$503K -$126K -798 -20%
SFP
691
Sterling Financial Planning
New Jersey
$503K +$1.35K +9 +0.3%
SW
692
SteelPeak Wealth
California
$502K +$8.55K +57 +2%
CAM
693
Carret Asset Management
New York
$501K -$150K -1,000 -23%
NPP
694
New Potomac Partners
Maryland
$492K +$11.2K +75 +2%
SCM
695
Schnieders Capital Management
California
$491K
TC
696
TownSquare Capital
Utah
$488K +$150 +1 +0%
MCM
697
Mainstay Capital Management
Michigan
$480K +$240K +1,605 +100%
FNBSF
698
First National Bank Sioux Falls
South Dakota
$471K +$105K +700 +29%
KBFS
699
Kohmann Bosshard Financial Services
Ohio
$469K
DLCIG
700
D.L. Carlson Investment Group
New Hampshire
$468K -$21.9K -146 -4%