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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 %
BFA
826
Beaumont Financial Advisors
Massachusetts
$243K +$243K +1,623 New
KFP
827
KMG Fiduciary Partners
Ohio
$242K +$300 +2 +0.1%
ETI
828
Enterprise Trust & Investment
California
$240K
FC
829
Ferris Capital
Massachusetts
$239K +$239K +1,483 New
OCM
830
Orser Capital Management
Texas
$234K
CWM
831
Cahaba Wealth Management
Georgia
$234K +$25.7K +172 +12%
MFW
832
Meristem Family Wealth
Minnesota
$233K
FCFS
833
First Command Financial Services
Texas
$233K +$43.4K +290 +23%
FCB
834
First Command Bank
Texas
$233K +$43.4K +290 +23%
MCIA
835
Mountain Capital Investment Advisors
Colorado
$232K -$7.5M -48,973 -97%
RCAG
836
Rehmann Capital Advisory Group
Michigan
$232K
APC
837
Aspire Private Capital
North Carolina
$230K -$117K -783 -34%
FFA
838
Founders Financial Alliance
North Carolina
$228K
SDWMA
839
Schneider Downs Wealth Management Advisors
Pennsylvania
$227K
NCM
840
Nelson Capital Management
California
$226K -$44.9K -300 -17%
WA
841
WealthTrust Axiom
Pennsylvania
$225K
GWA
842
GGM Wealth Advisors
Maryland
$224K +$224K +1,413 New
AIM
843
Acropolis Investment Management
Missouri
$223K
Fisher Asset Management
844
Fisher Asset Management
Washington
$223K +$223K +1,491 New
IIA
845
IPG Investment Advisors
California
$222K +$222K +1,485 New
BCM
846
Barometer Capital Management
Ontario, Canada
$219K
WIC
847
Woodmont Investment Counsel
Tennessee
$217K
KM
848
Kalos Management
Georgia
$217K +$217K +1,348 New
RIL
849
Rothschild Investment LLC
Illinois
$216K
WTC
850
WhitTier Trust Company
Nevada
$215K