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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 %
LSPW
751
Lake Street Private Wealth
Illinois
$450K
PWM
752
Paulson Wealth Management
Illinois
$447K
AFG
753
Allegheny Financial Group
Pennsylvania
$447K +$93.5K +736 +26%
MFGP
754
Marshall Financial Group (Pennsylvania)
Pennsylvania
$446K -$79.5K -625 -15%
BTWM
755
Baker Tilly Wealth Management
Wisconsin
$445K -$5.34K -42 -1%
HAM
756
Hedges Asset Management
Nevada
$445K
WPC
757
Wedmont Private Capital
Pennsylvania
$444K +$225K +1,773 +103%
SC
758
Sepio Capital
Utah
$441K -$1.26M -9,857 -74%
CSIC
759
Clifford Swan Investment Counsel
California
$439K -$8.14K -64 -2%
BSA
760
Braun Stacey Associates
New York
$437K -$14.6K -115 -3%
SFP
761
Shepherd Financial Partners
Massachusetts
$434K +$176K +1,381 +68%
MFG
762
Merit Financial Group
Georgia
$431K +$116K +915 +37%
MFG
763
Monte Financial Group
Connecticut
$430K -$10.9K -86 -2%
AFO
764
Allie Family Office
Florida
$430K
WS
765
Wedbush Securities
California
$429K -$99.8K -783 -19%
SW
766
SteelPeak Wealth
California
$426K
KCFA
767
Key Client Fiduciary Advisors
New Jersey
$424K +$20.8K +163 +5%
SFP
768
Sterling Financial Planning
New Jersey
$423K -$6.75K -53 -2%
MWM
769
Merriman Wealth Management
Washington
$420K -$53.6K -421 -11%
SAM
770
Selway Asset Management
$420K
WOSD
771
WFA of San Diego
California
$419K +$73.3K +576 +21%
CICI
772
Capital Investment Counsel Inc
North Carolina
$418K -$15.9K -125 -4%
SCM
773
Schnieders Capital Management
California
$417K
LWM
774
Laidlaw Wealth Management
New York
$415K -$4.85M -38,072 -92%
Neuberger Berman Group
775
Neuberger Berman Group
New York
$415K +$22.3K +175 +6%