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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 %
JWM
876
JGP Wealth Management
Oregon
$242K
WIA
877
Westbourne Investment Advisors
Maryland
$242K
HFA
878
High Falls Advisors
New York
$240K +$3.69K +29 +2%
PCM
879
Palisade Capital Management
New Jersey
$240K +$36.5K +287 +18%
HWMA
880
Heritage Wealth Management (Arizona)
Arizona
$238K
BFC
881
Bedel Financial Consulting
Indiana
$238K +$1.11K +8 +0.5%
LRWA
882
Long Run Wealth Advisors
New York
$237K
SSW
883
Stone Summit Wealth
Florida
$235K -$15.1K -119 -6%
FWTB
884
First Western Trust Bank
Colorado
$235K
AWMS
885
Advocacy Wealth Management Services
Georgia
$232K
MG
886
Mather Group
Illinois
$231K -$67K -527 -22%
LW
887
Linscomb Wealth
Texas
$231K
AFC
888
AFT Forsyth & Company
Florida
$230K +$1.4K +11 +0.6%
JFGIW
889
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K +$146K +1,145 +173%
DWM
890
Doyle Wealth Management
Florida
$229K -$3.57K -28 -2%
MWA
891
Meridian Wealth Advisors
Texas
$229K
TL
892
Tradewinds LLC
North Carolina
$228K +$127 +1 +0.1%
LFA
893
Legend Financial Advisors
Pennsylvania
$226K +$1.02K +8 +0.5%
RIL
894
Rothschild Investment LLC
Illinois
$226K +$26.8K +210 +13%
CCP
895
Corient Capital Partners
California
$221K
ZF
896
Zhang Financial
Michigan
$221K
SCA
897
Sage Capital Advisors
South Dakota
$219K -$12.7K -100 -6%
SWM
898
SFG Wealth Management
Maryland
$219K
AWA
899
Archvest Wealth Advisors
California
$219K +$127 +1 +0.1%
ACM
900
Alamar Capital Management
California
$218K +$2.16K +17 +1%