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Invesco S&P 500 Equal Weight ETF

1,117 hedge funds and large institutions have $16.6B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 444 increasing their positions, 398 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-54
Holders Change %
-4.61%
% of All Funds
18.89%
Holding in Top 10
134
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.22%
% of All Funds
2.27%
New
81
Increased
444
Reduced
398
Closed
119
Calls
$38.8M
Puts
$76.9M
Net Calls
-$38.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
676
Waverly Advisors
Alabama
$703K
FFM
677
Forum Financial Management
Illinois
$702K -$7.52K -56 -1%
IC
678
Inscription Capital
Texas
$699K -$806 -6 -0.1%
S
679
Surevest
California
$695K
SIC
680
Samalin Investment Counsel
New York
$695K +$27.8K +207 +4%
GA
681
GFS Advisors
Texas
$692K -$8.72K -65 -1%
JWCA
682
J.W. Coons Advisors
Ohio
$690K +$132K +995 +24%
AWA
683
Alta Wealth Advisors
Massachusetts
$689K -$2.29K -17 -0.3%
CWM
684
Chemistry Wealth Management
New York
$685K
TVAMP
685
Tennessee Valley Asset Management Partners
Tennessee
$685K +$5.64K +42 +0.8%
NLP
686
Next Level Private
New York
$685K +$685K +5,102 New
OSAM
687
O'Shaughnessy Asset Management
Connecticut
$682K +$670K +4,988 +5,363%
HNB
688
Huntington National Bank
Ohio
$680K -$563K
Kovitz Investment Group Partners
689
Kovitz Investment Group Partners
Illinois
$676K -$32.7K -244 -5%
AWM
690
AllSquare Wealth Management
New York
$675K -$9.4K -70 -1%
PWP
691
Principle Wealth Partners
Connecticut
$655K
HA
692
HYA Advisors
Missouri
$652K +$92.1K +686 +16%
VDBMI
693
Van Den Berg Management I
Texas
$650K +$24.2K +180 +4%
FWM
694
Forefront Wealth Management
Pennsylvania
$649K -$9.28K -69 -1%
MIC
695
Meridian Investment Counsel
California
$648K
AL
696
ACAS LLC
California
$645K +$20.4K +140 +3%
Bessemer Group
697
Bessemer Group
New Jersey
$635K
FCM
698
Fourpath Capital Management
Oklahoma
$631K -$78.9K -588 -11%
PFWA
699
Paces Ferry Wealth Advisors
Georgia
$629K +$2.55K +19 +0.4%
AAS
700
Annex Advisory Services
Wisconsin
$628K -$62.9K -468 -9%