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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 %
S
801
SignatureFD
Georgia
$450K -$163K -1,002 -27%
BFA
802
Benedict Financial Advisors
Georgia
$445K +$146K +896 +49%
EWM
803
Evercore Wealth Management
New York
$439K
AFIA
804
America First Investment Advisors
Nebraska
$432K +$29.1K +179 +7%
FPAS
805
Focus Partners Advisor Solutions
Missouri
$432K +$432K +2,652 New
ECM
806
EagleClaw Capital Management
Massachusetts
$427K
NEAM
807
New England Asset Management
Connecticut
$423K
SWM
808
SFG Wealth Management
Maryland
$422K +$422K +2,592 New
FHA
809
Flagship Harbor Advisors
Massachusetts
$419K -$661K -4,059 -61%
SFG
810
SevenBridge Financial Group
Pennsylvania
$417K
RRWA
811
Rainey & Randall Wealth Advisors
Florida
$417K +$1.3K +8 +0.3%
MPM
812
Meritage Portfolio Management
Kansas
$417K +$3.25K +20 +0.8%
HCMG
813
Howard Capital Management Group
California
$417K +$417K +2,565 New
FFA
814
First Foundation Advisors
California
$414K +$57.3K +352 +16%
IFAM
815
Institutional & Family Asset Management
Colorado
$407K -$193K -1,184 -32%
FBFS
816
First Business Financial Services
Wisconsin
$407K
ST
817
Smithfield Trust
Pennsylvania
$406K
CAM
818
Cubic Asset Management
Massachusetts
$405K +$3.25K +20 +0.8%
PWA
819
Pillar Wealth Advisors
Pennsylvania
$402K +$402K +2,470 New
PSF
820
Pacific Sun Financial
California
$400K
WJA
821
Willis Johnson & Associates
Texas
$398K +$11.2K +69 +3%
CL
822
CPWM LLC
Washington
$395K
RBFC
823
Roman Butler Fullerton & Co
Missouri
$395K +$163 +1 +0%
SAM
824
Selway Asset Management
$391K
DSN
825
D. Scott Neal
Kentucky
$390K +$390K +2,397 New