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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 %
WCG
726
Weaver Consulting Group
California
$487K
CAL
727
Capital Analysts LLC
Pennsylvania
$487K
GIA
728
Guyasuta Investment Advisors
Pennsylvania
$486K +$382 +3 +0.1%
KNW
729
Kesler Norman & Wride
Utah
$484K
MLA
730
My Legacy Advisors
Oregon
$482K -$238K -1,855 -33%
PP
731
Pegasus Partners
Wisconsin
$479K
5L
732
55I LLC
Massachusetts
$479K +$254K +2,000 +113%
HKAM
733
Horizon Kinetics Asset Management
New York
$478K +$27.3K +215 +6%
WA
734
Wealth Architects
California
$476K +$9.17K +72 +2%
BCMLT
735
Beacon Capital Management LLC (Tennessee)
Tennessee
$475K -$34.9K -260 -7%
WB
736
West Bancorporation
Iowa
$472K +$171K +1,346 +57%
GAG
737
GM Advisory Group
New York
$471K
MCM
738
Morton Capital Management
California
$465K -$25.7K -202 -5%
WOC
739
West Oak Capital
California
$465K -$127K -1,000 -21%
RWA
740
Rainsberger Wealth Advisors
Colorado
$461K +$16.1K +126 +4%
TCWA
741
Ten Capital Wealth Advisors
Washington
$459K +$10.2K +80 +2%
EWM
742
Evermay Wealth Management
Virginia
$459K +$105K +828 +30%
MC
743
Montag & Caldwell
Georgia
$458K +$6.23K +49 +1%
SFG
744
StrategIQ Financial Group
Indiana
$456K
RFA
745
Resurgent Financial Advisors
Georgia
$456K +$93.9K +738 +26%
GWANC
746
Guardian Wealth Advisors (North Carolina)
North Carolina
$455K +$135K +1,052 +42%
TFA
747
Tranquilli Financial Advisor
New Jersey
$454K -$669K -5,255 -60%
HWM
748
Horizons Wealth Management
North Carolina
$454K
TI
749
Tidal Investments
Wisconsin
$451K
DI
750
Disciplined Investments
Oklahoma
$451K +$254 +2 +0.1%