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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 %
PWP
676
Principle Wealth Partners
Connecticut
$795K +$18.1K +111 +2%
Wealthfront Advisers
677
Wealthfront Advisers
California
$791K +$158K +968 +25%
MIC
678
Meridian Investment Counsel
California
$785K
GRP
679
Global Retirement Partners
California
$782K -$64.3K -395 -8%
HP
680
HT Partners
Connecticut
$778K +$393K +2,412 +102%
AAS
681
Annex Advisory Services
Wisconsin
$776K +$369K +2,270 +91%
TSS
682
Two Sigma Securities
New York
$770K -$320K -1,965 -29%
PFWA
683
Paces Ferry Wealth Advisors
Georgia
$758K -$43.5K -267 -5%
TW
684
Transform Wealth
Colorado
$758K -$22K -135 -3%
Bessemer Group
685
Bessemer Group
New Jersey
$754K -$318K -1,951 -30%
YIH
686
Y-Intercept (HK)
Hong Kong
$754K +$754K +4,633 New
MHR
687
Matthew Hamilton Rosenberg
$750K -$325 -2 -0%
TC
688
Trilogy Capital
California
$741K +$20K +123 +3%
SSW
689
Smith Shellnut Wilson
Mississippi
$721K
IA
690
Insight Advisors
Pennsylvania
$721K +$74.9K +460 +12%
TPWM
691
Twelve Points Wealth Management
Massachusetts
$718K +$718K +4,411 New
GHAM
692
Gilman Hill Asset Management
Connecticut
$714K +$127K +780 +22%
GWSG
693
GPS Wealth Strategies Group
Colorado
$713K -$99.4K -611 -12%
HVP
694
Hudson Value Partners
Florida
$710K +$18.7K +115 +3%
TCA
695
Transcend Capital Advisors
New Jersey
$708K +$21.2K +130 +3%
DY
696
Dowling & Yahnke
California
$703K
BPC
697
Banque Pictet & Cie
Switzerland
$703K +$122K +752 +21%
PPP
698
Private Portfolio Partners
New Jersey
$702K -$10.7K -66 -2%
PWA
699
Peterson Wealth Advisors
Utah
$697K -$2.93K -18 -0.4%
RIA
700
Regal Investment Advisors
Michigan
$690K -$250K -1,537 -27%