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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 %
SSCA
326
South Shore Capital Advisors
Massachusetts
$2.97M +$1.24M +8,745 +72%
PC
327
Prairiewood Capital
North Dakota
$2.94M
BAM
328
Bruderman Asset Management
New York
$2.9M -$101K -712 -3%
CWM
329
Cabot Wealth Management
Massachusetts
$2.9M +$874K +6,166 +43%
SSWM
330
Sheets Smith Wealth Management
North Carolina
$2.89M -$773K -5,453 -21%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$2.86M
FG
332
Fiduciary Group
Georgia
$2.85M +$167K +1,127 +6%
SWPG
333
Strategic Wealth Partners Group
Illinois
$2.82M -$3.4K -24 -0.1%
FNBOMD
334
First National Bank of Mount Dora
Florida
$2.79M +$326K +2,300 +13%
RMAM
335
Raab & Moskowitz Asset Management
New Jersey
$2.75M +$1.25M +8,800 +83%
WDL
336
Well Done LLC
Michigan
$2.7M -$122K -858 -4%
AOWM
337
Alpha Omega Wealth Management
Virginia
$2.67M +$7.65K +54 +0.3%
KW
338
KWB Wealth
California
$2.65M -$223K -1,576 -8%
B
339
Bailard
California
$2.64M +$45.6K +322 +2%
PFP
340
Pinnacle Financial Partners
Tennessee
$2.62M
ACP
341
Ashfield Capital Partners
California
$2.6M -$5.67K -40 -0.2%
GW
342
GW & Wade
Massachusetts
$2.58M +$13K +92 +0.5%
AIC
343
Archer Investment Corporation
Indiana
$2.56M +$953K +6,725 +59%
SW
344
SVB Wealth
Massachusetts
$2.53M -$608K -4,294 -19%
HT
345
Heritage Trust
Oklahoma
$2.53M +$330K +2,329 +15%
MGIA
346
Matthew Goff Investment Advisor
Texas
$2.47M +$417K +2,945 +20%
CG
347
Caprock Group
Idaho
$2.47M +$3.26K +23 +0.1%
NEGWA
348
New England Guild Wealth Advisors
Connecticut
$2.44M +$374K +2,638 +18%
DIM
349
Delta Investment Management
California
$2.43M +$7.93K +56 +0.3%
KFS
350
Kaizen Financial Strategies
California
$2.43M +$2.43M +17,134 New