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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 %
PWA
701
Peterson Wealth Advisors
Utah
$545K
IA
702
Inspire Advisors
Idaho
$539K -$28.6K -225 -5%
WMP
703
Wealth Management Partners
Arizona
$533K
BDF
704
Black Diamond Financial
Maryland
$519K
AC
705
Applied Capital
Arkansas
$519K +$255 +2 +0%
DCM
706
Donaldson Capital Management
Indiana
$517K +$12.2K +96 +2%
RWP
707
Revolve Wealth Partners
New Jersey
$516K -$197K -1,546 -28%
CPA
708
Cardiff Park Advisors
California
$516K +$1.14K +9 +0.2%
FAM
709
Flaharty Asset Management
Florida
$516K +$295K +2,315 +133%
PIA
710
Perennial Investment Advisors
California
$513K +$128K +1,003 +33%
SSW
711
Smith Shellnut Wilson
Mississippi
$512K -$31.3K -246 -6%
LSA
712
Lion Street Advisors
Texas
$511K +$67.7K +531 +15%
AAM
713
Austin Asset Management
Texas
$509K
CA
714
Crewe Advisors
Utah
$509K +$184K +1,444 +57%
MWA
715
Monograph Wealth Advisors
California
$508K
PMAM
716
Picton Mahoney Asset Management
Ontario, Canada
$508K +$508K +3,990 New
MPIA
717
Mountain Pacific Investment Advisers
Idaho
$505K +$764 +6 +0.2%
AIM
718
Anchor Investment Management
South Carolina
$505K
BG
719
Benedetti & Gucer
Georgia
$504K -$12.7K -100 -2%
HVP
720
Hudson Value Partners
Florida
$501K -$58.6K -460 -10%
NF
721
Nvest Financial
New Hampshire
$499K -$175K -1,372 -26%
SPI
722
Santori & Peters Inc
Pennsylvania
$495K +$4.96K +39 +1%
MAG
723
MRA Advisory Group
New Jersey
$493K +$53.9K +417 +12%
EHC
724
Everett Harris & Co
California
$488K
SFO
725
Stokes Family Office
Louisiana
$487K -$234K -1,838 -32%