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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 %
WOC
701
West Oak Capital
California
$625K -$172K -1,280 -22%
CGH
702
Crossmark Global Holdings
Texas
$621K
MHR
703
Matthew Hamilton Rosenberg
$617K +$272 +2 +0%
JIC
704
Johnson Investment Counsel
Ohio
$611K +$21.5K +160 +4%
GC
705
Gratus Capital
Georgia
$606K -$47K -350 -7%
BCMLT
706
Beacon Capital Management LLC (Tennessee)
Tennessee
$600K
Wolverine Trading
707
Wolverine Trading
Illinois
$600K +$261K +1,928 +77%
IA
708
Inspire Advisors
Idaho
$599K +$599K +4,462 New
CPIG
709
Chicago Partners Investment Group
Illinois
$597K +$583 +4 +0.1%
TC
710
Trilogy Capital
California
$595K -$2.42K -18 -0.4%
HVP
711
Hudson Value Partners
Florida
$590K +$4.7K +35 +0.8%
LAM
712
LFS Asset Management
California
$590K +$590K +4,394 New
ACP
713
Aveo Capital Partners
Colorado
$586K -$515K -3,836 -47%
S
714
SignatureFD
Georgia
$585K +$90.1K +671 +18%
IFWM
715
Institute for Wealth Management
Colorado
$584K -$29.1K -217 -5%
TCOT
716
Trust Company of Toledo
Ohio
$584K
MA
717
MKT Advisors
California
$582K +$271 +2 +0%
FCI
718
Financial Counselors Inc
Kansas
$582K +$26.8K +200 +5%
DY
719
Dowling & Yahnke
California
$580K
NPP
720
New Potomac Partners
Maryland
$580K +$59.9K +446 +12%
PWA
721
Peterson Wealth Advisors
Utah
$575K
SSW
722
Smith Shellnut Wilson
Mississippi
$573K
SC
723
Sierra Capital
Florida
$572K -$50.1K -373 -8%
WMP
724
Wealth Management Partners
Arizona
$561K
GWA
725
GGM Wealth Advisors
Maryland
$561K +$136K +1,004 +32%