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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 %
CI
801
CX Institutional
Indiana
$370K +$76.8K +603 +26%
HCM
802
Hengehold Capital Management
Ohio
$366K -$127 -1 -0%
CAM
803
Cubic Asset Management
Massachusetts
$365K -$26.7K -210 -7%
SWM
804
Segment Wealth Management
Texas
$362K
PM
805
Penbrook Management
New York
$359K -$81.5K -640 -18%
FFA
806
Fragasso Financial Advisors
Pennsylvania
$358K
EW
807
Enzi Wealth
Texas
$358K +$358K +2,450 New
AFIA
808
America First Investment Advisors
Nebraska
$357K -$12.9K -101 -3%
RWG
809
Regal Wealth Group
California
$357K +$1.05K +8 +0.3%
CCMD
810
Cypress Capital Management (Delaware)
Delaware
$356K
RBC
811
Romano Brothers & Co
Illinois
$352K +$352K +2,767 New
FNBOSM
812
First National Bank of South Miami
Florida
$347K
ECM
813
EagleClaw Capital Management
Massachusetts
$347K +$3.18K +25 +0.9%
EWM
814
Evercore Wealth Management
New York
$343K
GTAM
815
Global Trust Asset Management
Florida
$341K -$808K -6,340 -70%
FCMT
816
Founders Capital Management (Texas)
Texas
$340K -$43.9K -345 -11%
TCA
817
Transcend Capital Advisors
New Jersey
$339K -$16.9K -133 -5%
FZCM
818
Flynn Zito Capital Management
New York
$339K +$339K +2,667 New
HS
819
Horan Securities
United States
$338K +$272K +2,142 +416%
HA
820
HC Advisors
Georgia
$335K +$36.5K +287 +12%
ARC
821
Advisor Resource Council
Texas
$333K -$5.05M -39,635 -94%
VWA
822
Visionary Wealth Advisors
Illinois
$333K -$2.17K -17 -0.6%
RRWA
823
Rainey & Randall Wealth Advisors
Florida
$332K +$3.06K +24 +0.9%
NEAM
824
New England Asset Management
Connecticut
$331K
CWM
825
Curi Wealth Management
North Carolina
$331K +$41.3K +325 +14%