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Invesco S&P 500 Equal Weight ETF

1,171 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 479 increasing their positions, 371 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+30
Holders Change %
+2.63%
% of All Funds
18.53%
Holding in Top 10
146
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.96%
% of All Funds
2.31%
New
119
Increased
479
Reduced
371
Closed
72
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TVAMP
701
Tennessee Valley Asset Management Partners
Tennessee
$798K -$3K -19 -0.4%
CAM
702
Carret Asset Management
New York
$791K +$200K +1,271 +34%
SIC
703
Samalin Investment Counsel
New York
$783K -$2.36K -15 -0.3%
FWM
704
Forefront Wealth Management
Pennsylvania
$772K +$772K +4,893 New
PWP
705
Principle Wealth Partners
Connecticut
$770K +$158 +1 +0%
GC
706
Gratus Capital
Georgia
$767K -$132K -837 -15%
MIC
707
Meridian Investment Counsel
California
$761K
EWM
708
EPG Wealth Management
Georgia
$759K +$727K +4,614 +2,307%
HP
709
HT Partners
Connecticut
$754K
Bessemer Group
710
Bessemer Group
New Jersey
$746K +$15.3K +97 +2%
TA
711
TruWealth Advisors
Louisiana
$740K -$36.3K -230 -5%
CAN
712
Claraphi Advisory Network
United States
$739K +$739K +4,687 New
PFWA
713
Paces Ferry Wealth Advisors
Georgia
$736K +$2.05K +13 +0.3%
VDBMI
714
Van Den Berg Management I
Texas
$735K -$99.6K -632 -12%
SC
715
Sierra Capital
Florida
$731K +$80K +507 +12%
CGH
716
Crossmark Global Holdings
Texas
$729K -$94.6K -600 -11%
BCP
717
Blackhawk Capital Partners
Wisconsin
$722K -$95.6K -606 -12%
IFWM
718
Institute for Wealth Management
Colorado
$721K -$49.4K -313 -6%
STAS
719
Strong Tower Advisory Services
Minnesota
$718K +$718K +4,552 New
MHR
720
Matthew Hamilton Rosenberg
$716K -$11.4K -72 -2%
FPAS
721
Focus Partners Advisor Solutions
Missouri
$712K +$294K +1,866 +70%
TC
722
Trilogy Capital
California
$702K -$15.9K -101 -2%
TW
723
Transform Wealth
Colorado
$696K -$38.5K -244 -5%
JIC
724
Johnson Investment Counsel
Ohio
$693K +$41K +260 +6%
HVP
725
Hudson Value Partners
Florida
$688K