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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 %
MIC
676
Meridian Investment Counsel
California
$614K
IC
677
Inscription Capital
Texas
$613K -$49.7K -390 -7%
BOPW
678
Brandywine Oak Private Wealth
Pennsylvania
$603K -$188K -1,479 -24%
PFWA
679
Paces Ferry Wealth Advisors
Georgia
$601K +$4.58K +36 +0.8%
FWM
680
Forefront Wealth Management
Pennsylvania
$599K -$14.8K -116 -2%
DY
681
Dowling & Yahnke
California
$598K +$48.1K +378 +9%
First Manhattan
682
First Manhattan
New York
$596K -$94.8K -745 -14%
AAS
683
Annex Advisory Services
Wisconsin
$595K
AWM
684
Aries Wealth Management
Maine
$590K +$27.9K +200 +5%
CGH
685
Crossmark Global Holdings
Texas
$589K
VDBMI
686
Van Den Berg Management I
Texas
$585K -$31.8K -250 -5%
FFA
687
First Foundation Advisors
California
$584K +$111K +873 +23%
MHR
688
Matthew Hamilton Rosenberg
$578K +$127 +1 +0%
GC
689
Gratus Capital
Georgia
$575K
JIC
690
Johnson Investment Counsel
Ohio
$574K -$5.86K -46 -1%
SIA
691
Strategic Investment Advisors
Michigan
$573K -$168K -1,321 -23%
TC
692
Trilogy Capital
California
$573K +$9.16K +72 +2%
TW
693
Transform Wealth
Colorado
$566K +$89.6K +704 +19%
IFWM
694
Institute for Wealth Management
Colorado
$564K +$9.8K +77 +2%
CP
695
Castleview Partners
Texas
$564K +$531K +4,173 +1,630%
TCOT
696
Trust Company of Toledo
Ohio
$562K +$8.14K +64 +1%
NPP
697
New Potomac Partners
Maryland
$560K +$10.3K +81 +2%
GA
698
Gateway Advisory
New Jersey
$557K +$216K +1,695 +63%
ACP
699
Aveo Capital Partners
Colorado
$548K -$7.51K -59 -1%
MA
700
MKT Advisors
California
$546K +$127 +1 +0%