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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 %
EHC
751
Everett Harris & Co
California
$572K -$1.3K -8 -0.2%
TCWA
752
Ten Capital Wealth Advisors
Washington
$572K
CSIC
753
Clifford Swan Investment Counsel
California
$571K
HAM
754
Hedges Asset Management
Nevada
$570K +$570K +3,500 New
PWM
755
Paulson Wealth Management
Illinois
$568K +$163 +1 +0%
RWA
756
Rainsberger Wealth Advisors
Colorado
$567K +$567K +3,486 New
LSA
757
Lion Street Advisors
Texas
$565K
MPIA
758
Mountain Pacific Investment Advisers
Idaho
$558K +$174K +1,068 +45%
CICI
759
Capital Investment Counsel Inc
North Carolina
$555K +$555K +3,409 New
SS
760
Simplicity Solutions
Minnesota
$554K +$277K +1,700 +100%
SFP
761
Sterling Financial Planning
New Jersey
$548K +$2.12K +13 +0.4%
SW
762
SteelPeak Wealth
California
$545K
HIP
763
Harrell Investment Partners
Texas
$545K +$109K +669 +25%
WOSD
764
WFA of San Diego
California
$544K +$97.7K +600 +22%
CA
765
Calton & Associates
Florida
$540K -$1.52M -9,380 -74%
TW
766
TrinityPoint Wealth
Connecticut
$539K -$73K -449 -12%
SCM
767
Schnieders Capital Management
California
$533K
GSWM
768
Golden State Wealth Management
California
$530K +$148K +909 +39%
5L
769
55I LLC
Massachusetts
$511K +$511K +3,140 New
KBFS
770
Kohmann Bosshard Financial Services
Ohio
$510K
TC
771
TownSquare Capital
Utah
$508K -$22.3K -137 -4%
SB
772
Simmons Bank
Arkansas
$506K +$215K +1,320 +74%
WDG
773
Wealth Dimensions Group
Ohio
$502K -$2.77K -17 -0.5%
CC
774
Commons Capital
Massachusetts
$500K +$500K +3,070 New
COCM
775
Charter Oak Capital Management
New Hampshire
$495K +$495K +3,040 New