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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 %
WAOI
201
Wealth Advisors of Iowa
Iowa
$7.37M -$14.5M -96,569 -66%
IWM
202
IHT Wealth Management
Illinois
$7.36M -$1.28M -8,560 -15%
EFS
203
Essex Financial Services
Connecticut
$7.32M +$2.64M +17,624 +56%
CCC
204
Crescent Capital Consulting
Louisiana
$7.17M -$3.9K -26 -0.1%
AI
205
Atria Investments
North Carolina
$7.16M -$674K -4,498 -9%
WP
206
WealthShield Partners
North Carolina
$7.08M +$237K +1,583 +3%
LPT
207
Legacy Private Trust
Wisconsin
$7.08M -$80K -534 -1%
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$7.06M -$93.8K -625 -1%
PWMAG
209
Pinnacle Wealth Management Advisory Group
New Jersey
$7.04M -$508K -3,389 -7%
RW
210
RVW Wealth
California
$7M +$5.55K +36 +0.1%
EIA
211
Eldridge Investment Advisors
New Hampshire
$6.9M -$58.7K -392 -0.8%
SHWM
212
Silicon Hills Wealth Management
Texas
$6.88M -$239K -1,593 -3%
LRPA
213
L. Roy Papp & Associates
Arizona
$6.88M +$145K +971 +2%
FC
214
FCA Corp
Texas
$6.86M +$197K +1,313 +3%
LNC
215
Lincoln National Corp
Pennsylvania
$6.82M +$927K +6,190 +16%
LIM
216
Leavell Investment Management
Alabama
$6.66M -$83.7K -559 -1%
LC
217
LCNB Corp
Ohio
$6.6M +$416K +2,776 +7%
SFG
218
Summit Financial Group
West Virginia
$6.47M +$40.9K +273 +0.6%
DAM
219
Derbend Asset Management
Georgia
$6.4M +$619K +4,131 +11%
MSWMA
220
Market Street Wealth Management Advisors
Indiana
$6.35M
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$6.34M +$324K +2,163 +5%
BSG
222
Black Swift Group
Colorado
$6.31M -$488K -3,260 -7%
WI
223
Wintrust Investments
Illinois
$6.25M +$202K +1,350 +3%
VWA
224
V Wealth Advisors
Kansas
$6.23M +$369K +2,461 +6%
GM
225
GeoWealth Management
Illinois
$6.15M -$188K -1,253 -3%