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Invesco S&P 500 Equal Weight ETF

926 hedge funds and large institutions have $14.4B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 400 increasing their positions, 245 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+77
Holders Change %
+9.07%
% of All Funds
16.31%
Holding in Top 10
109
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.48%
% of All Funds
1.92%
New
138
Increased
400
Reduced
245
Closed
48
Calls
$154M
Puts
$165M
Net Calls
-$11.1M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
RhumbLine Advisers
301
RhumbLine Advisers
Massachusetts
$3.4M -$498K -3,514 -13%
HPC
302
HM Payson & Co
Maine
$3.33M
UR
303
USCA RIA
Texas
$3.33M +$3.33M +23,528 New
JAG
304
Journey Advisory Group
Kentucky
$3.29M -$341K -2,407 -9%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$3.28M +$451K +3,186 +16%
NWS
306
Newport Wealth Strategies
California
$3.21M +$2.29M +16,138 +248%
BFG
307
Bouchey Financial Group
New York
$3.2M -$3.54K -25 -0.1%
NFP
308
Novak Financial Planning
Maryland
$3.2M -$67K -473 -2%
WA
309
Wambolt & Associates
Colorado
$3.19M -$55.2K -386 -2%
MOS
310
MGO One Seven
Ohio
$3.17M -$128K -902 -4%
KCM
311
Karp Capital Management
California
$3.16M +$3.16M +22,303 New
AssetMark Inc
312
AssetMark Inc
California
$3.16M -$1.17M -8,292 -27%
WIA
313
Wealthstreet Investment Advisors
Texas
$3.13M -$21.3K -150 -0.7%
DIA
314
Dana Investment Advisors
Wisconsin
$3.13M +$279K +1,973 +10%
AAS
315
Avantax Advisory Services
Texas
$3.12M +$578K +4,088 +23%
RJT
316
Raymond James Trust
Florida
$3.11M -$1.12M -7,903 -26%
CFGS
317
Concourse Financial Group Securities
Alabama
$3.1M +$10.8K +76 +0.3%
PCM
318
Parsons Capital Management
Rhode Island
$3.09M -$596K -4,210 -16%
NCM
319
Novare Capital Management
North Carolina
$3.07M +$3.07M +21,633 New
DWMG
320
DB Wealth Management Group
California
$3.04M +$113K +797 +4%
BEAM
321
Baker Ellis Asset Management
Washington
$3.01M -$194K -1,371 -6%
CHA
322
Carmichael Hill & Associates
Maryland
$3M +$172K +1,211 +6%
BW
323
Bison Wealth
Georgia
$3M +$558K +3,938 +23%
PAM
324
Peak Asset Management
Colorado
$2.98M +$201K +1,420 +7%
MFG
325
Magnus Financial Group
New York
$2.97M +$574K +4,054 +24%