RSP icon

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 %
WDG
701
Wealth Dimensions Group
Ohio
$464K +$449 +3 +0.1%
SWM
702
Selective Wealth Management
Virginia
$459K +$62.1K +415 +16%
FNBOO
703
First National Bank of Omaha
Nebraska
$454K -$74.8K -500 -14%
FCMT
704
Founders Capital Management (Texas)
Texas
$451K -$26.1K -174 -5%
BFA
705
Brendel Financial Advisors
New Hampshire
$451K +$449 +3 +0.1%
MIM
706
Merrion Investment Management
New Jersey
$449K
EHPM
707
Emery Howard Portfolio Management
California
$449K
BA
708
Bridgewater Advisors
New York
$449K
SC
709
Sepio Capital
Utah
$449K
CIAS
710
CFS Investment Advisory Services
New Jersey
$446K +$446K +2,978 New
SBIA
711
Sheaff Brock Investment Advisors
Indiana
$444K +$8.39K +56 +2%
CCMD
712
Cypress Capital Management (Delaware)
Delaware
$441K
RWG
713
Regal Wealth Group
California
$434K -$13.3K -89 -3%
BFS
714
Bradley Foster & Sargent
Connecticut
$426K
SWM
715
Segment Wealth Management
Texas
$426K
CSPIA
716
Cary Street Partners Investment Advisory
Virginia
$426K +$3.45K +23 +0.8%
OWA
717
Octavia Wealth Advisors
Ohio
$420K -$24.7K -165 -6%
HA
718
HC Advisors
Georgia
$419K
HCM
719
Hengehold Capital Management
Ohio
$419K +$3.74K +25 +0.9%
FFA
720
Fragasso Financial Advisors
Pennsylvania
$417K -$3.59K -24 -0.9%
CCP
721
Corient Capital Partners
California
$415K
FCI
722
Financial Counselors Inc
Kansas
$413K +$22.5K +150 +6%
WOSD
723
WFA of San Diego
California
$411K -$18.7K -125 -4%
PG
724
Patten Group
Tennessee
$408K +$61.3K +409 +18%
KCA
725
Karn Couzens & Associates
Connecticut
$406K +$22K +147 +6%