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Invesco S&P 500 Equal Weight ETF

979 hedge funds and large institutions have $17.3B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 448 increasing their positions, 249 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+53
Holders Change %
+5.72%
% of All Funds
17.09%
Holding in Top 10
111
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.83%
% of All Funds
1.94%
New
104
Increased
448
Reduced
249
Closed
41
Calls
$106M
Puts
$146M
Net Calls
-$40.2M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
251
Provident Wealth Management
Tennessee
$5.52M +$5.52M +36,648 New
Fidelity Investments
252
Fidelity Investments
Massachusetts
$5.52M +$160K +1,059 +3%
FRA
253
Frank Rimerman Advisors
California
$5.52M +$618K +4,102 +13%
OWA
254
Outlook Wealth Advisors
Texas
$5.51M -$125K -829 -2%
PWM
255
Perigon Wealth Management
California
$5.34M +$1.42M +9,402 +36%
Principal Financial Group
256
Principal Financial Group
Iowa
$5.25M +$425K +2,822 +9%
DAS
257
Dynamic Advisor Solutions
Arizona
$5.21M +$64.4K +427 +1%
TFA
258
Tranquilli Financial Advisor
New Jersey
$5.17M +$41.4K +275 +0.8%
SW
259
SVB Wealth
Massachusetts
$5.16M +$2.46M +16,341 +91%
AWM
260
Aprio Wealth Management
Georgia
$5.15M +$5.15M +34,177 New
SC
261
Scotia Capital
Ontario, Canada
$5.15M +$201K +1,331 +4%
FBB
262
Fulton Breakefield Broenniman
Maryland
$5.14M -$350K -2,321 -6%
BPA
263
Beacon Pointe Advisors
California
$5.13M +$518K +3,436 +11%
Millennium Management
264
Millennium Management
New York
$5.09M -$1.77M -11,731 -26%
FAG
265
Financial Advisory Group
Texas
$5.07M +$128K +849 +3%
UCFA
266
United Capital Financial Advisors
Texas
$5.06M -$93K -617 -2%
CWA
267
Clarus Wealth Advisors
Arizona
$4.98M -$24.9K -163 -0.5%
LWM
268
Laidlaw Wealth Management
New York
$4.91M -$771K -5,114 -14%
SAA
269
Southeast Asset Advisors
Georgia
$4.91M +$4.97K +33 +0.1%
RFN
270
RDA Financial Network
Iowa
$4.86M -$4.01M -26,631 -45%
MWM
271
Moulton Wealth Management
Washington
$4.86M -$1.37M -9,104 -22%
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$4.86M -$14.3K -95 -0.3%
MA
273
Mutual Advisors
Nebraska
$4.81M +$4.58M +30,370 +2,010%
EVM
274
Eaton Vance Management
Massachusetts
$4.75M
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$4.73M -$27.3K -181 -0.6%