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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 %
AC
701
Applied Capital
Arkansas
$684K +$163 +1 +0%
SWM
702
Stockman Wealth Management
Montana
$683K -$192K -1,180 -22%
HA
703
HYA Advisors
Missouri
$678K +$488 +3 +0.1%
JWCA
704
J.W. Coons Advisors
Ohio
$676K -$45.1K -277 -6%
JIC
705
Johnson Investment Counsel
Ohio
$672K +$78.9K +485 +13%
SC
706
Sierra Capital
Florida
$672K +$672K +4,126 New
IIA
707
IPG Investment Advisors
California
$670K +$428K +2,631 +177%
AL
708
ACAS LLC
California
$669K +$30.9K +190 +5%
MFGP
709
Marshall Financial Group (Pennsylvania)
Pennsylvania
$668K +$2.12K +13 +0.3%
DI
710
Disciplined Investments
Oklahoma
$665K +$26K +160 +4%
BDF
711
Black Diamond Financial
Maryland
$664K +$664K +4,077 New
WMP
712
Wealth Management Partners
Arizona
$663K -$5.3K -32 -0.8%
RCM
713
Raleigh Capital Management
North Carolina
$660K +$660K +4,053 New
CPA
714
Cardiff Park Advisors
California
$656K +$656K +4,032 New
HKAM
715
Horizon Kinetics Asset Management
New York
$653K -$4.88K -30 -0.7%
AAM
716
Austin Asset Management
Texas
$651K +$651K +4,000 New
MWA
717
Monograph Wealth Advisors
California
$649K +$649K +3,991 New
MA
718
MKT Advisors
California
$648K +$648K +4,275 New
DCM
719
Donaldson Capital Management
Indiana
$646K
AIM
720
Anchor Investment Management
South Carolina
$645K +$8.14K +50 +1%
RWA
721
Roberts Wealth Advisors
California
$643K -$140K -860 -18%
SB
722
Sunflower Bank
Texas
$643K
PG
723
Patten Group
Tennessee
$639K +$196K +1,207 +44%
BSA
724
Braun Stacey Associates
New York
$637K
VFIC
725
Valley Forge Investment Consultants
Pennsylvania
$633K +$1.95K +12 +0.3%