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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 %
Comerica Bank
126
Comerica Bank
Texas
$14.4M +$1.15M +7,226 +9%
VRM
127
Vectors Research Management
New York
$14.3M +$1.7M +11,336 +13%
SCM
128
Sterneck Capital Management
Missouri
$14.1M +$115K +767 +0.8%
William Blair & Company
129
William Blair & Company
Illinois
$14.1M -$81.8K -546 -0.6%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$14M +$38.4K +256 +0.3%
GWM
131
Geneos Wealth Management
Colorado
$13.9M +$533K +3,510 +4%
JG
132
Jefferies Group
New York
$13.7M +$2.21M +14,742 +19%
DBIA
133
Dumont & Blake Investment Advisors
New Jersey
$13.7M +$136K +906 +1%
PC
134
Port Capital
Illinois
$13.7M -$783K -5,229 -5%
SPIA
135
Steward Partners Investment Advisory
New York
$13.5M +$6.19M +41,298 +85%
SWA
136
SFMG Wealth Advisors
Texas
$13.4M -$2.89M -19,278 -18%
VDI
137
Vaughan David Investments
Illinois
$13.3M -$27.9K -186 -0.2%
PAG
138
Private Advisory Group
Washington
$13.2M +$3.32M +22,184 +34%
NAM
139
NTV Asset Management
West Virginia
$12.9M +$989K +6,599 +8%
HC
140
HNP Capital
New York
$12.8M +$133K +889 +1%
JBA
141
Johnson Bixby & Associates
Washington
$12.7M -$337K -2,250 -3%
PA
142
Pinnacle Associates
New York
$12.4M -$363K -2,426 -3%
OPS
143
Orion Portfolio Solutions
Nebraska
$12.4M +$1.45M +9,679 +13%
CGFA
144
Colton Groome Financial Advisors
North Carolina
$12.3M +$3.3K +22 +0%
ACA
145
Aptus Capital Advisors
Alabama
$12.3M -$1.63M -10,899 -12%
IA
146
IFP Advisors
Florida
$12.2M -$1.26M -8,430 -9%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$12.2M
KCPG
148
Kavar Capital Partners Group
Kansas
$12.1M -$87.5K -584 -0.7%
MA
149
Montag & Associates
Georgia
$11.9M +$299K +1,998 +3%
GT
150
Greenleaf Trust
Michigan
$11.9M