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Invesco S&P 500 Equal Weight ETF

995 hedge funds and large institutions have $16.8B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 402 increasing their positions, 315 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+16
Holders Change %
+1.63%
% of All Funds
17.47%
Holding in Top 10
116
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.5%
% of All Funds
2.04%
New
77
Increased
402
Reduced
315
Closed
46
Calls
$74.3M
Puts
$217M
Net Calls
-$143M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
801
Meridian Wealth Advisors
Texas
$269K
CCWA
802
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$269K +$4.34K +29 +2%
SB
803
Simmons Bank
Arkansas
$268K +$268K +1,790 New
GT
804
Glenview Trust
Kentucky
$267K
ESB
805
Essex Savings Bank
Connecticut
$266K
EW
806
Emerson Wealth
Michigan
$266K
MBTD
807
Mechanics Bank - Trust Department
California
$263K -$7.49K -50 -3%
FSA
808
Franklin Street Advisors
North Carolina
$261K +$1.5K +10 +0.6%
FAM
809
Flaharty Asset Management
Florida
$260K
ZF
810
Zhang Financial
Michigan
$260K +$260K +1,734 New
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$258K -$37.7K -251 -13%
BSW
812
Buckingham Strategic Wealth
Missouri
$258K
SS
813
Simplicity Solutions
Minnesota
$255K
TIM
814
Tortoise Investment Management
New York
$255K
TLP
815
Trinity Legacy Partners
Texas
$255K
BFC
816
Bedel Financial Consulting
Indiana
$255K +$3.15K +21 +1%
SFP
817
Shepherd Financial Partners
Massachusetts
$254K
AIA
818
Avalon Investment & Advisory
Texas
$249K
GIA
819
Guyasuta Investment Advisors
Pennsylvania
$248K +$248K +1,656 New
RIA
820
Realta Investment Advisors
Delaware
$248K +$248K +1,658 New
JWM
821
JGP Wealth Management
Oregon
$247K +$3.75K +25 +2%
MCA
822
Magnolia Capital Advisors
Mississippi
$246K +$150 +1 +0.1%
FSA
823
Fort Sheridan Advisors
Illinois
$245K -$37.5K -250 -13%
ECM
824
Evergreen Capital Management
Washington
$243K
POIA
825
Pin Oak Investment Advisors
Texas
$243K +$26.1K +174 +12%